Billing templatesAutomate renewal and billing milestone alerts
Modern watches contracts and opportunities in Salesforce for renewals, price uplifts and billing milestones, and alerts finance and the account owner in Slack early enough to act.
TriggerMondays at 9:00
Steps4 steps, from trigger to sign-off
ControlBilling lead approves milestone invoices
Free to start. No card needed.
Mondays at 9:00The instruction
“Every Monday at 9:00, list Salesforce contracts renewing in the next 90 days, price uplifts due in the next 30 days and project milestones that unlock an invoice. Post a summary to #revenue in Slack and message each account owner about their accounts. When a milestone is marked complete, draft the invoice request for the billing lead to approve.”
Works with every major ERP
- +100 more
How it runs
4 steps from trigger to sign-off
- 01
Scan contracts
Reads renewal dates, uplift dates and billing milestones from Salesforce.
Salesforce - 02
Sort what is coming
Groups renewals, uplifts and milestones by date and account owner.
Modern - 03
Alert the owners
Posts a summary to #revenue and messages each account owner directly.
Slack - 04
Approve milestone billing
When a milestone is complete, the billing lead approves the invoice request in Slack.
Slack
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FAQs
Alert the team before renewals and milestones: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
90 days by default. Change it in the instruction, or set different windows for annual and multi-year contracts.
Yes. Once the billing lead approves, Modern can draft the invoice in NetSuite, Xero, QuickBooks or Sage.
Yes. Modern can watch HubSpot deals and custom properties for renewal and milestone dates in the same way.