Billing Automation

With built-in workflow, billing automation eliminates manual tasks through point & click configuration

Manual billing eradicated: Enterprise-scale billing automation made easy

Automate any process—billing, invoicing, payments, collections, provisioning, dunning, approvals, notifications and more.

Workflow Engine

BillingPlatform is designed to execute billing processes at scale, so that finance teams can maximize productivity. Our workflow engine is fully integrated with every aspect of the application so that you can set up and orchestrate workflows involving multiple steps with our simple point-and-click interface enabling maximum productivity and minimal manual activity.

With workflow built-in, you can automate any process with ease and efficiency. Not only do we offer common automation tasks for most business scenarios, but finance teams can configure tailored workflows based on any element within the platform satisfying specific requirements.

Notifications

Improve response time and customer satisfaction with automated alerts and notifications when critical events happen. BillingPlatform offers sophisticated system notifications for both your users and your customers.

Application users will benefit by receiving proactive notification of any billing issues. These alerts are displayed on home screen or emailed to subscribed users for direct action.

Send customers automated notifications for missed payments, when a credit card expires or is declined, or if a customer is approaching a defined threshold on a contract.

Document Generation

BillingPlatform provides the ability to dynamically generate and populate PDFs, XLS or Word documents with application data utilizing templates, and automate delivery.

Generate welcome documents for new accounts
Include supporting documents when sending invoice PDFs to customers
Send documents to customers triggered from custom objects created in the platform
Generate and send credit memo PDF when a credit is created

And with our process console, you can monitor document generation processes running in the system. This real-time view provides vital statistics about all processes running, execution status, and pending work item counts.

Additional Resources

Report

Forrester Wave: SaaS Billing Solutions

Analyst Report: Forrester Wave SaaS Billing Technology: A Sleeper Agent For Business Agility As a digital...

Learn More

video

The Power of the Platform: BillingPlatform’s Difference

Video: The Power of the Platform: BillingPlatform’s Difference Empower your business with a billing system that...

Watch Video

Billing Vendor Checklist

5 Critical Billing Capabilities for Software Companies

Which Billing Capabilities Are Critical for Success? The software industry is flooded with billing systems. But...

Read Whitepaper

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.