Invoice Clarity in Salesforce

Having a complete view of your customers in a single location is a necessity for B2B SaaS companies. For those companies who hold Salesforce as that single source of truth, we are continually enhancing our Chargify to Salesforce integration. The most recent update allows administrators to see and action on their customers invoices directly in Salesforce. These actions include: 

  • Process a payment
  • Void the invoice
  • View and distribute the invoices' public URL
  • Refund the invoice

For more information on our Chargify to Salesforce integration, see our documentation here >