Finance360: orders, invoices and payments
The chain from sale to cash: orders, invoices, payment records and overdue invoice tracking.
Tabs#
Finance360: Home, Orders, Invoices, Payments.
Orders#
- Create an order from a won opportunity or manually; the order number is generated automatically.
- Line items are picked from the product catalog; totals are calculated automatically.
- Orders link to the account and appear in its related list.
Invoices#
- Invoice number, issue and due dates, amount and status: Draft → Issued → Paid / Overdue.
- Past-due invoices are flagged and collected in the overdue invoices table on the home page.
- Send reminder e-mails from the invoice record (✉️ card) and keep the correspondence on the record.
Payments#
- Every payment is a record: amount, date, method and the linked invoice.
- Partial payments are supported; the invoice's remaining balance is visible.
Finance home page#
KPI cards (issued, collected, overdue totals), invoice status distribution and monthly charts, plus the overdue table. With the report engine you can build revenue, collection and aging reports.
Enabling it and the package#
Finance360 is enabled from the Marketplace as a core business app (150 € per month, per organization). Click its card and press Enable: there is no install, download or waiting, the app opens within seconds. The price is per organization rather than per user, and billing is annual (see Pricing).
Where does it appear once enabled?
| Where | What you see |
|---|---|
| App launcher | A Finance360 tile in the grid menu at the top left; this is how you move between apps |
| Tab bar | Home, Accounts, Contacts, Tasks, Calendar, Orders, Invoices, Payments, Products, Files, Reports, Dashboards |
| App home page | Today Panel, Object Inventory, Watch List and CBRT Rates (when that system add-on is on) |
| Objects | The Order, Invoice and Payment objects open up. In the Object Manager you can add your own fields and picklists to them |
| Reports and dashboards | The new objects join the object list in the Report Builder, and standard reports and dashboards open from the app's last tabs |
| Automation | The flow canvas, scheduled flows, validation and assignment rules can now select these objects |
| Search, data and access | The new objects appear in global search results, in import and export screens and in the sharing rules list |
| Page layouts | This app's home page joins the list under Setup > Page Layouts: you can hide sections or reorder them |
| Settings | There is no separate app settings card: the company details on the invoice header come from Setup > Company Info, and the catalog and prices are managed on the Products tab. |
| Account record page | Related Orders and Invoices lists appear, with the open balance visible on the record |
| With Sales360 | When both are on, opportunity line items flow into an order and the order into an invoice; the product catalog is shared |
What happens if you turn it off?
Turning it off is also one click in the Marketplace. Tabs, records, report and search results disappear, and object pickers are filtered too, so the team cannot accidentally pick an object from a disabled app. Data is not deleted, it goes to sleep: when you enable the app again every record comes back exactly as you left it.