Billing templatesAutomate recurring invoices in NetSuite from Salesforce
Modern reads active contracts in Salesforce each billing period, applies uplifts, proration and changes, and drafts the invoices in NetSuite so nothing is missed or billed twice.
Trigger1st of the month
Steps5 steps, from trigger to sign-off
ControlBilling lead approves each batch
Free to start. No card needed.
1st of the monthThe instruction
“On the 1st of each month, list active contracts in Salesforce that bill this month. Work out the amount for each, including annual uplifts, mid-period changes and proration. Check NetSuite for an invoice already raised for the period, draft the rest, and ask the billing lead to approve the batch before sending.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Read contracts
Lists active contracts that bill this month, with terms, uplifts and changes.
Salesforce - 02
Calculate what is due
Applies uplifts, proration and mid-period changes to each contract.
Modern - 03
Check for duplicates
Skips any contract already invoiced for the period in NetSuite.
NetSuite - 04
Draft invoices
Creates each invoice in NetSuite linked to its Salesforce contract.
NetSuite - 05
Approve and send
The billing lead approves the batch, then Modern sends each invoice.
NetSuite
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FAQs
Raise recurring invoices from contracts: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Yes. It applies the uplift dates and rates in each contract and prorates changes made part way through a period.
Modern flags the contract with both values and waits for the billing lead to decide.
Yes. Modern reads contracts from HubSpot or Salesforce and invoices in Xero, QuickBooks, Sage or NetSuite.