GoMeddo Invoice Management for Salesforce
For users of accounting software like Exact, Twinfield and Findock who also use Salesforce, GoMeddo Invoice Management provides the perfect solution to fully integrate billing and subscription management, with a direct connection in Salesforce.
Invoice Management for Salesforce
The solution for all invoices from Salesforce
With GoMeddo, CRM managers and users can work quickly and intuitively, while financial managers benefit from accurate, up-to-date records. The solution supports various billing methods: recurring invoices for fixed contracts and invoices based on usage or one-time orders. It also provides insight into contract and subscription data, enabling sales and marketing teams to better respond to customer needs.
Automated invoicing
Send automatic Invoices to your customers for (non)recurring products. Contract management
GoMeddo Invoice Management leverages Salesforce their default objects for contract management. Which can be automatically extended based on your input.
Proven effective
GoMeddo Invoice Management for Salesforce has already proven its value among financial service providers, business service providers, and companies in healthcare and welfare.
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Easy management invoices from one-time orders to memberships
- Save weeks of mind bending work managing your membership contracts.
- Support for freemium models and membership trials.
- Align GoMeddo Invoice Management with your internal sales process to automatically create membership contracts.
- Ensure all employees are aware of ongoing memberships and see MRR an ARR.
- Supports various billing methods: recurring invoices for fixed contracts and invoices based on usage or one-time orders.
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Optimize your user experience
- Create free trials, freemiums, tiered pricing and more.
- Automatic contract extensions and termination via a Salesforce community.Multi-currency support.
- Enhance customer experience through automatic renewal confirmations.
- Accurate forecasting and decision making through the available Reports & Dashboards.
- Creditor and debtor management.
Full automation
- The only fully automated solution. Compared to alternatives that require manual import, GoMeddo is the only solution on the market that seamlessly enables the entire billing flow from Salesforce.
- For IT teams, the integration is easy to manage, and by retaining the familiar Exact environment, the transition is smooth and efficient.
Adaptable for your use case
- Offer growth models based on SQM or price, linked to your locations/units/offices/resources or any asset you want.
- See Annual Recurring Revenue (ARR) and Monthly Recurring Revenue (MRR) on the customers page.
- Allow yearly contract indexation by adjusting a contract amount based on government numbers.
- Direct and clear overview of which unit/office is available. Automatic contract creation when an opportunity moves to closed/won.
- Gain valuable insights through the available out of the box Reports & Dashboards.
Reports & Dashboards
- Quick and easy set-up.
- Understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports.
- Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.
- Multiple pre-made Reports & Dashboards available out of the box.
Finance/Accounting System integrations
- Quick and easy set-up by synchronising with your accountancy system.
- Sync Invoices or transactions to multiple financial systems, up and downstream debtors.
- Sync open amounts back into Salesforce to see the payment status.
- Default connectors available for Twinfield & Exact Online. Complete invoice-payment solution in salesforce together with Findock.
Combine the flexibility and intelligence of GoMeddo with the power of Salesforce to create a full recurring business cycle in 5 steps:
1. Schedule
Make your rooms, facilities, resources and people directly available in Salesforce for easy scheduling
2. Book
Let customers or employees easily book based on availability and needs. Use our UX functionality to tailor the customer experience.
3: Confirm or pay
Send out a direct confirmation via email or e-ticket, push a payment request or invoice. Manage subscriptions connected to bookings.
4: Report
Instantly use customer data in Salesforce, create insights and performance dashboards
5: (Re)engage
Personalise offering and engage customers using your Salesforce platform with data from GoMeddo bookings.
Want to know more?
Get in contact with our experts and find out what GoMeddo can do for you!
