Requests

Advanced line editing tools for manipulating parameters over time and previewing their effects.

Self-service organisation settings panel.

Generated PDF invoices attached to email notifications and web invoices.

Automatic periodic price escalations at the catalog level.

Xero integration for native invoicing, payment, credit and revenue recognition.

Customer synchronisation with Attio CRM.

Manual refund workflow integrated with credit memos.

Automatic native credit memo management based on adjustments.

Automated management of revenue recognition schedules and accompanying journals.

Allows the rate and term of a price to be specified independently.

Support for multi-entity customer billing in a single schedule.

Configurable tax rates for catalog items and schedule lines.

Basic native web invoicing without manual lines.

Discounts that apply according to conditions based on the schedule and it's lines.

Automated reconciliation of manual bank payments for invoices and refunds.

Inline item and price creation within the order line editor, bypassing the catalog for quick setup.

Annual and monthly recurring revenue reporting.

Quoting integrated with orders and schedules.

Streamlined billing engine.

An extensible workflow for creating and amending schedules.

Enabling rollouts without custom deployments.