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Spencer Wilkins 8Spencer Wilkins 8 

I need help creating a systematic way of producing invoices.

I hope you are all having a good day. I am a recent hire and want to help my company build a process of automating invoices. Currently, we are going to create a list of active employees with a unique employee ID. We have data that we are going to feed into SalesForce to match up the quantity and services, by month, by client. Do any of you have any recommendations on how to efficiently build an invoicing process? The data we feed in only includes the quantityof each service. It does not include the cost. Each client has a different pricing schedule. Some have a flat fee that can have overages at a certain amount. Others have different pricing tiers (i.e. one customer may be charged $0.08 per amount used for a quantity of less than 1,000 and $0.07 per amount used for a quantity of over 1,000 and other clients may have a different pricing schedule). Some have certain minimums. What are your recommendations on building out a systematic way of calculating invocies for each service for each client? We currently use Excel and I believe SalesForce has much better capabilities.
Tuan LuTuan Lu
You should look into products, pricebook and quotes in Salesforce. Sounds like this is what you are looking for. Here is a trailhead for it. Let me know if you need help. I do provide consulting services. Thanks.

https://trailhead.salesforce.com/en/modules/sales_admin_products_quotes_contracts/units/sales_admin_products_quotes_contracts_unit_2
 
Spencer Wilkins 8Spencer Wilkins 8
Tuan,

Thanks so much for the resource! With relating contracts to an opportunity, please tell me if I am correct:

If I have a contract that states for a quantity of 0-1000, the price is $0.1, for a quantity of 1001-2000, the price is $0.09, etc... and there is a minimum of $500 a month and a cap of $5,500, would this be doable by relating contracts to opportunities? I want to have SalesForce do it automatically when I relate them without actually having to do it manually.
Tuan LuTuan Lu
What you are talking about is volume pricing. I dont think Salesforce supports this right now out of the box but it may be coming as its a very popular request. The are CPQ - configurable price quote apps on AppExchange that can do this. You can also configure individual products by volume to accomplish this. Also a trigger product with it is added to an opportunity would work too if your discounts are very systematic.
Spencer Wilkins 8Spencer Wilkins 8
Tuan,

Thank you for your help!