Subscription Schedule

Using this feature, you can manage Invoices or Sales Orders for n number of subscriptions in CRM on regular intervals - daily, weekly, monthly or annually - easily.

Margin Schedule

Margins can be handled with finesse. Based on the Margin Schedule created, the right Margins will be applied automatically. This is handy at the times, when the billing is processed through partners and not directly through the end users.

Reminder Schedule

Users can define reminder schedule and reminder rules based on which billing reminders would be send out to the customers. With this automated process users no longer have to send reminders manually to the customers.

Plans & Add-ons

With the provision to capture additional information about the Plans and Add-ons subscribed by customers, users can now keep track of these details easily. This will provide clarity while billing customers and avoid any mistakes of omission.

Delayed Charge Schedule

Users can set up and automate the penalty calculation process for overdue invoices with the help of Delayed Charge Schedules. The charges will be automatically calculated and intimated to the customers through emails.