Salesforce Order Management for Connected Quote to Cash
JunoOrders provides Salesforce order management that takes a deal from Quote to Sales Order to Shipping to Invoice to Payment, and from Quote to Purchase Order to Purchase Invoice, with Credit Memos and QuickBooks integration built in.
SALES ORDER
Company Name
Enterprise Plan · 3 line items
TOTAL
$18,400
Quote
$18,400
Aug 28
100% Native to Salesforce
End-to-End Quote to Cash
Integrated with QuickBooks
Built-in Document Generation
One connected process, from first quote to final payment.
Sales, fulfillment, procurement, and accounting — running on the same record, inside Salesforce.
Quote to Sales Order to Shipping to Invoice to Payment
Take a deal from quote to cash without leaving Salesforce, with Salesforce order processing connected to every step of the original quote.
Quote to Sales Order to Purchase Order to Purchase Invoice
Turn a sales order into a purchase order and purchase invoice, keeping procurement tied to the deal.
Credit Memos
Issue credit memos against invoices for returns and corrections, tracked against the original transaction.
Integration to QuickBooks
Sync orders, invoices, and payments with Salesforce QuickBooks integration — no duplicate entry, no manual reconciliation.
Stripe integration for payments
Accept online payments through Stripe and have them recorded straight against the invoice, automatically.
Basic document generation
Generate Quotes, Sales Orders, Purchase Orders, Invoices and Credit Memos directly from the record.
One connected process, from first quote to final payment.
Sales, fulfillment, procurement, and accounting — running on one record with sales order management software designed to keep the complete order lifecycle connected.
Native Salesforce quote-to-cash, end-to-end.
JunoOrders is a native Salesforce quote-to-cash application built to eliminate the disconnect between sales, fulfillment, procurement, and accounting. Quote, sales order, shipment, invoice, payment, purchase order, purchase invoice, and credit memo all stay connected on records inside your org.
Quote to Sales Order to Shipping to Invoice to Invoice Payments
Follow a deal through its entire sales lifecycle without switching systems. Every step stays linked back to the original quote, so nothing gets lost in translation between sales and fulfillment.
- Convert an accepted quote into a sales order in one click
- Track shipping and fulfillment against the order
- Generate an invoice tied directly to what was shipped
- Record and track payments against each invoice
Quote to Sales Order to Purchase Order to Purchase Invoice
For deals that require procurement, JunoOrders connects the sales side to the purchasing side - full visibility into what was sold, what had to be purchased to fulfill it, and what it cost.
- Convert a sales order directly into a purchase order sent to your vendor
- Track the purchase invoice received from that vendor
- Keep procurement costs tied to the sales order and deal that drove them
Credit Memos
Handle returns, billing corrections, and adjustments cleanly. Issue a credit memo directly against an existing invoice and keep a clear audit trail between the original invoice and any credits issued.
- Issue a credit memo directly against an existing invoice
- Track credit balances against the customer or account
- Clear audit trail from invoice to credit
Integration to QuickBooks for Accounting
Keep your books accurate without double data entry. Salesforce data integration with QuickBooks connects sales orders, invoices, payments, and credit memos, giving finance teams accurate, up-to-date records without leaving their workflow.
- Sync sales orders, invoices, payments and credit memos
- Eliminate manual re-entry between Salesforce and accounting
- Keep finance and sales working from the same number
Juno Orders
Salesforce
QuickBooks
Accounting
Stripe integration for payments
Let customers pay online instead of chasing checks or bank transfers. Payments taken through Stripe are recorded straight against the invoice, so payment status stays accurate without manual entry.
- Accept card and online payments directly against an invoice
- Payment status updates on the invoice automatically
- Works alongside QuickBooks sync for a complete payment record
Basic document generation for Quotes, Sales Orders, Purchase Orders, Invoices and Credit Memos
Generate the documents your quote-to-cash process runs on, directly from the record — no separate document tool required.
- Quotes sent to prospects and customers
- Sales Orders confirming what's being fulfilled
- Purchase Orders sent to vendors and suppliers
- Invoices billed to the customer
- Credit Memos issued for returns or adjustments
Built for how quote-to-cash actually flows.
Quote to sales order
Convert an accepted quote into a sales order without re-entering data using a connected sales order management software workflow.
Shipping & fulfillment
Track shipments against exactly what was ordered with connected Salesforce order fulfillment.
Invoicing & payments
Generate invoices from completed shipments and track what's outstanding with Salesforce invoice generation.
Vendor procurement
Turn a sales order into a purchase order when a vendor needs to fulfill part of the deal.
Returns & corrections
Issue a credit memo when a customer returns goods or needs a billing correction.
Accounting sync
Keep QuickBooks in sync with every order, invoice, and payment processed in Salesforce through the Salesforce QuickBooks integration.
Online payments
Let customers pay an invoice directly through Stripe instead of a check or bank transfer.
Feature by feature, built for quote-to-cash.
| Feature | Benefit |
|---|---|
| Native to Salesforce | No disconnected systems, no data silos |
| Quote to cash in one flow | Full visibility from first quote to final payment |
| Procurement connection | Purchase orders and invoices tied to the sales deal that needs them |
| Credit memos | Clean handling of returns and billing corrections |
| QuickBooks integration | Accurate books without manual re-entry |
| Stripe integration | Faster payment collection, recorded automatically |
| Built-in document generation | One process for quotes, orders, invoices and credit memos |
Common Questions About Salesforce Order Management
Ready to Run Quote-to-Cash Without Leaving Salesforce?
Join businesses connecting sales, fulfillment, procurement, and accounting with JunoOrders.