Resources Archives

What Is Remittance Advice? | SaaS Billing Definition

Glossary U

User Based Pricing

Pricing is based on how many registered users or seats a customer needs for a subscription or software.

Steve KeiferJuly 22, 2025

Technology

Merge's finance team gained better visibility into aging receivables and was able to accelerate cash flow using customized dunning workflows. Merge was also able to automate revenue recognition calculations, accelerating financial reporting and reducing its…

Steve KeiferJuly 21, 2025

D Glossary

Deferred Revenue Waterfall

What is a Deferred Revenue Waterfall? Step-by-step visual guide for recognizing revenue monthly under ASC 606. Download template.

Steve KeiferJuly 17, 2025

C Glossary

Credit Memo vs Debit Memo

Credit Memo vs Debit Memo: Clear definitions, when to issue each, & how to automate without errors. Essential for SaaS finance teams.

Steve KeiferJuly 17, 2025

Glossary S

Subscription Pause

Temporarily suspends billing and service for a customer—without canceling their contract.

Steve KeiferJuly 16, 2025

Glossary R

Ramp Deal

Contract with scheduled pricing increases over time. Allows a customer to start small and grow.

Steve KeiferJuly 16, 2025

A Glossary

Advance Billing

Invoicing customers before the service period begins. It’s common in SaaS and subscriptions.

Steve KeiferJuly 8, 2025

Recurring Revenue Challenges for Modern SaaS Companies

As the nature of recurring revenue adapts to include AI, usage-based pricing, and a broader mix of products, SaaS finance teams face a new set of challenges with billing, revenue recognition, and metrics reporting.

Steve KeiferMay 20, 2025

Podcast

Sales Taxes for SaaS – Christine Martin Avalara

Christine Martin, Senior Solutions Consultant with Avalara, discusses the challenges that early stage SaaS companies face complying with various state and local laws for sales tax collection. She explains the concept of economic nexus and…

Steve KeiferMay 16, 2025

Financial Tech

Mosaic Automates SaaS Billing and Revenue Recognition

Mosaic was able to shorten its monthly close process and support an external audit enabling a strategic buyer exit

Steve KeiferMay 10, 2025

Resources