Configure Billing Logic That Map
Bill yearly, monthly or for any period — even days. Charge your customers based on usage, if your pricing strategy asks for it. Choose to renew billing cycles based on the date customers signed up on, or bill all customers on a specific date. You can even have customized billing dates for each customer. And of course, there’s auto-calculating prorations for upgrades & downgrades, and even rules for how you’d like to handle cancellation.
Special Invoice Operations
Send Invoices That Fit
Any Billing Scenario
You never know what demands customers might make until they make them. Give them the option to bring all their charges across multiple subscriptions, add-ons and more into a single invoice, on a single date with Consolidated Invoices. Offer Net-D to give them a payment grace period that suits their procurement and approval process. And if they’d prefer paying a bulk fee upfront, just send them an Advance Invoice for the amount and everybody’s happy.
Catalyze Your Sales Process
If you have a sales driven acquisition model targeting larger businesses, an efficient quote management process is not an option. Raising a “dummy” invoice to cut through customer approval workflows and then voiding them isn’t just inefficient — it’s a financial mess. Send preliminary Quotes that customers can just approve with Proforma Invoices. Efficient, clean, and one less heartache for the finance team.
Tax Compliant Invoices
Manage Recurring Invoices
Invoice customers - for offline or online payments - with detailed line items, tax details, and a customized look-and-feel. Get the ability to perform invoice level operations such as voiding invoices, applying credits or recording partial payments without hassle. Make payment collections easier by including “Pay Now” links and have the option to collect all unpaid invoices in one click, right within the invoice.
Structure Customer Accounts as
Your customer org charts can begin to look really complex. Tame those complex-looking hierarchies down into simple parent-child relationships, and define payment and invoicing responsibilities within them. Get reports that let you view the key subscription revenue metrics contribution of one holistic account as opposed to several smaller accounts.