If your team is using Salesforce but still relying on spreadsheets or external tools to send invoices, you’re adding unnecessary complexity to your workflow. The truth is, invoicing can and should be fully integrated into the Salesforce experience.
With Kulturra, you can create, send, and manage invoices without ever leaving Salesforce, saving time, reducing manual work, and helping you get paid faster.
Here’s how it works:
Part 1: Create Invoices Natively in Salesforce
Invoicing with Kulturra starts right inside Salesforce. Whether you’re working from an account, opportunity, quote, or even a custom object, generating an invoice is just a few clicks away.
For example, if you’re creating an invoice from an opportunity, all related products and pricing details are automatically pulled in with no double entry, no copying and pasting.
You can also:
✔️ Add more items from your existing product catalog
✔️ Create custom line items on the fly
✔️ Apply taxes, shipping, discounts, or surcharges
✔️ Customize charges to match your exact billing structure
Everything is designed to fit seamlessly into your existing Salesforce workflow.
Part 2: Fully Customizable Invoice Templates
With Kulturra, your invoices can look exactly the way you want them to. Our customizable templates allow you to reflect your brand and meet your specific formatting or legal requirements.
You can easily include:
✔️ Payment instructions
✔️ Logos and branding
✔️ Terms and conditions
✔️ Any other required language or details
Because it’s all native to Salesforce, your team stays in one system—no jumping between platforms or re-entering data.
Part 3: Sending Invoices and Getting Paid
Once your invoice is ready, you can email it directly to your customer from Salesforce. The email includes a secure payment link that lets customers pay online instantly using credit card, ACH/eCheck, or other supported methods with no login or extra steps required.
As soon as the payment is submitted:
✔️ The transaction is processed in real-time
✔️ The invoice is automatically marked as paid
✔️ Payment records are linked to the correct account for easy tracking
Your team gets full visibility, and your customers get a frictionless payment experience.
Part 4: Automating Follow-Ups and Payment Schedules
Kulturra goes beyond just sending invoices. You can:
✔️ Accept down payments or split invoices into installments
✔️ Schedule recurring billing for subscriptions
✔️ Set automatic reminders for unpaid invoices
✔️ Send multiple invoices or customer statements in bulk
This helps you stay on top of collections without extra manual work, speeding up your cash flow and keeping your processes organized.
Why Kulturra Stands Out
Kulturra is purpose-built for Salesforce, which means:
✅ No third-party integrations to manage
✅ No data sync issues
✅ No extra platforms to learn
Everything stays tied to your Salesforce accounts, opportunities, quotes, and products. Plus, you get full support for various payment methods, including credit cards, ACH, checks, wire transfers, and even cash.
Ready to Streamline Invoicing in Salesforce?
Whether you’re sending a handful of invoices a month or handling high-volume billing, Kulturra’s Payment Center helps you simplify the process, reduce friction, and get paid faster, all without leaving Salesforce.
Want to see it in action? Explore Kulturra on AppExchange today and bring your billing where it belongs, inside Salesforce.
