Unitedleads · Salesforce Support

Contracts, orders and billing stay connected in Salesforce. Completed orders create invoices automatically, with commissions and customer details already included.

What was built

• Create orders from contracts and track their progress.
• Calculate commissions and account for reversed orders.
• Create invoices from completed orders.
• Keep invoice copies with Salesforce sales records.
• Create batches of invoices and reports from a button.
• Track referrals and direct enquiries by source.