Tag Archive: "Invoice"
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Salesforce Integration for Nonprofits – Donations
Integrated systems provide the ultimate outcome: real-time visibility into operations providing the agility necessary for quick decision-making when it’s needed most. With its open API, Sage Intacct allows customers to choose their technology stack, resulting in a best-of-breed software ecosystem with streamlined workflows, increased productivity, improved user adoption, and greater data accuracy. In this blog post, we’ll discuss how the Advanced CRM (Salesforce) Integration for Nonprofits integrates with Sage Intacct for donations.
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Order Entry Invoices – Printing Payment Details on an Invoice
In today’s post learn how in just a few steps you can customize your Intacct invoice format in Order Entry in order to display the payment details upon printing.
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Salesforce and Intacct Customization – Contacts and Emails
Today’s post will cover a neat customization tip for all the SalesForce/Intacct users out there! Would you like the flexibility to choose who to send an invoice to from your opportunity based on related contacts on the account? Currently, though it is a common request, it’s not easily possible via the standard integration and workflow. You would have to update the account, sync to a customer, then sync the order. Today’s post will cover how to make this possible with just a few customizations in Intacct and SalesForce!