Eliminate manual calculations with a built-in fixed price, usage-based, and tiered pricing and billing. With automated pricing models and billing templates that match your business, you can “set it and forget it.” You get bills out faster, decrease days sales outstanding, and free up cash to grow your business.
Manage your customer’s lifecycle
By driving your billing through a single source, the contract, you can manage a single revenue stream and automate revenue recognition throughout your customer’s entire lifecycle. Ensure that your Contract changes, including renewals, upsells, downsells, and holds, drive automatic updates to revenue recognition, billing, and financials are aligned.
Real-time, bi-directional synchronization between Salesforce and your financials allows you to maintain templates and schedules in your financial solution while maintaining customers, contracts, changes, and renewals in Salesforce. Billing and payments are easily visible to salespeople all in one place—the contract. Everyone stays up to date with your customers’ financial relationship to provide a more consistent customer experience.
When everything you need to forecast is in one place and derived from the contract master and schedules, it’s easy to automate forecasting and see cash, revenue, and billing throughout the lifecycle. Skip the spreadsheets and get real-time forecasts and SaaS metrics, including economic unit, to inform your decisions
• Usage pricing
• Tiered pricing
• Price per thousand
• Discount tiers
• Minimum flat fees
• Included units
• Native Salesforce integration
• Drive downstream revenue recognition, including multi-element arrangements and fair pricing requirements
• Sales visibility into invoices and payments
• Maintain renewals and changes in Salesforce
• Maintain accounting treatment in Sage Intacct
• Automated billing schedules—monthly, annually, custom, non-linear
• Bill by customer group
• Automatic renewals
• Copy existing contracts
• Contract change automation and scheduling
• Process in multiple currencies
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