Resolve Invoice Disputes Fast: Flexible Invoice Control with Agentforce in Salesforce Revenue Cloud скачать в хорошем качестве

Resolve Invoice Disputes Fast: Flexible Invoice Control with Agentforce in Salesforce Revenue Cloud

Invoice Agent – Your Billing Assistant, Built on Agentforce in Salesforce Revenue Cloud Advanced Billing transparency is critical for customer satisfaction and revenue integrity. Yet, one of the biggest challenges finance teams face is ensuring customers have visibility into upcoming invoices before they are finalised. That’s where Invoice Agent comes in. What is Invoice Agent? Invoice Agent is an autonomous billing automation solution designed to help finance teams take control of their invoicing process—all within Salesforce Revenue Cloud Advanced. Powered by Agentforce, it enables teams to manage invoices dynamically, reduce disputes, and ensure billing accuracy without manual intervention. Key Capabilities 1. Instant Invoice Visibility Customers and finance teams can view invoices directly in chat, even outside the account record. This helps: Improve communication – Customers can review charges in advance. Reduce billing disputes – Align expectations before invoicing. Speed up approvals – Customers can finalise details and secure purchase orders. 2. Suspend & Resume Billing on Demand Billing errors, disputes, or payment delays can disrupt cash flow. With the Suspend & Resume Billing API, businesses can: Pause billing for specific accounts or billing groups to prevent overcharging. Resume billing seamlessly without restarting the entire cycle. Ensure accurate revenue recognition by aligning billing with contract terms and service delivery. 3. Automated Dispute Resolution With Agentforce, finance teams can eliminate bottlenecks and improve customer experience by: Resolving disputes proactively with invoice previews. Speeding up decision-making with instant billing adjustments. Enhancing transparency with clear, auditable invoice records. Why Businesses Will Love Invoice Agent ✔ Faster invoice corrections – Automates voiding and rebilling of invoices. ✔ Seamless compliance & audit readiness – Maintains tax and financial integrity. ✔ Reduced finance team workload – Eliminates manual adjustments, allowing teams to focus on strategic tasks. ✔ Enhanced customer experience – Fewer disputes mean stronger relationships and predictable cash flow. Visit the website to learn more about PhiX Technologies: https://phixtechnologies.com/ or pop an email to hi@phixtechnologies.com and a member of the team will get back to you.