Automate Invoicing for SaaS Multi-Tiered (Good-Better-Best) and Per-User Pricing Models
- View customer records including details such as the account balance, MRR, contacts, and email history.
- View open sales orders, historical invoices, payment transactions, and statements.
- Create a new subscription/contract for the customer.
- Define the billing currency, payment terms, and billing frequency.
- Define the contract start and end dates as well as auto-renewal triggers.
- Add the appropriate line items (products, bundles, plans).
- View the monthly billing and revenue schedules, making adjustments if necessary.