Salesforce Invoice Template for Finance & Accounting

Auto-generate professional invoices directly from Salesforce - client details, line items, tax, payment terms and due dates populated automatically from your CRM records.

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⚡ How 360 SmartDocs works?

Open & customize in Word

Open your template in Word, add branding, adjust content, and insert merge fields from the 360 SmartDocs Word add-in panel.

Merge live Salesforce data

Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.

Generate from Salesforce

Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.

About this Salesforce Invoice Template

This Salesforce invoice template is purpose-built for Finance & Accounting teams that need to generate professional, branded invoices directly from Salesforce records. As a fully configurable Salesforce accounting template, it covers all standard invoice elements: company details, client billing information, dynamic line-item tables with quantity, unit price and discounts, tax calculations, payment banking details, and customizable payment terms.

When to use this template

Billing clients at close of a Salesforce Opportunity or Contract
Monthly recurring invoices triggered by Salesforce subscriptions
Project milestone billing linked to Salesforce milestones
Professional services invoicing from Salesforce timesheets
Multi-currency invoicing for international clients
Bulk end-of-month invoicing runs from Salesforce reports

Customizing this Salesforce invoice template

Open the template. Add your company logo, adjust payment terms, and set your standard tax rate. If using 360 SmartDocs for Salesforce finance document automation, leave all {placeholder} fields exactly as-is - 360 SmartDocs maps these to your Salesforce fields (Account, Opportunity, Products, Pricebook) automatically.

Use cases & Salesforce integrations

Auto-generate from Salesforce Opportunities

When an Opportunity stage moves to Closed Won, 360 SmartDocs triggers Salesforce finance document automation - automatically generating a fully-populated invoice with all line items, pricing, discounts, and client details from the Salesforce record.

Recurring & subscription billing

Connect your Salesforce billing template to Salesforce Contracts or custom subscription objects. 360 SmartDocs generates and sends invoices automatically on your billing schedule.

Auto-send with Salesforce email

Combine this Salesforce invoice template with 360 SmartDocs email delivery feature to automatically send invoices to clients the moment they're generated - directly from the Salesforce record.