Flexpricer® CPQ, Subscription Management, Quotes, Quoting, Quote to Cash Pricing
Configure products, calculate prices, and manage quotes and subscriptions in Salesforce Revenue Cloud (CPQ).
CRM.Team™Freemium
Invoice Plan Visualizer
by Bluvium IncSalesforceFree
Preview invoice schedules and expected payment dates for quotes and other Revenue Cloud (CPQ) objects.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Invoice Plan Visualizer creates invoice schedules from Quote data and can also use other CPQ objects. It previews upcoming invoices before processing in the billing system, including invoice-generation and expected-payment dates. The schedules can reflect fiscal-year structures, billing intervals, and contract amendments. Billing frequency can be changed when creating schedules.
Key capabilities
from the Salesforce AppExchange listingInvoice schedule previews
Provides a view of upcoming invoice schedules before invoices are processed in the billing system.
Quote-based schedules
Uses Quote data to create invoice schedules.
Flexible object support
Creates schedules for other Revenue Cloud (CPQ) objects in addition to quotes.
Billing frequency changes
Allows billing frequency to be changed when creating invoice schedules.
Payment date planning
Shows invoice-generation events and expected payment dates in a schedule.
In the catalog
108 plugins in Revenue Cloud (CPQ) · Finance
Price distribution: 18 free, 16 freemium, 74 paid
Pricing & deployment
Platform
Salesforce
Product
Revenue Cloud (CPQ)
Deployment
Cloud
Pricing
Free
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What the vendor says
«An Invoice Plan Visualizer is a structured plan that outlines the timeline details of when invoice schedules will be generated, and payments are expected from customers. Leveraging the data from your Quote object, Invoice Preview offers a glimpse into the future, providing a schedule of upcoming invoices long before …»