Context:

Subscript billing is meant to reduce the headache and pain of sending invoices, receiving the money from your customers, and the follow up it takes to collect that money.

Ideally, your customers pay you on time, and with as little manual effort from you. Subscript Billing helps you do just that.

How does it all work?

Here is the basic flow, but please note that there are many more details if you have questions! But here’s a general overview.

⭐ Subscript creates and sends the invoices

This is the method we suggest all of our customers to use, as it gives you the most amount of control over your invoicing process.

General flow:

  1. We gather your customers + transactions

Subscript is either connected to your CRM, you import your customers+transactions through .csv file or manually add them to Subscript.

  1. You create an invoicing schedule for the customers

We have a variety of schedules that you can utilize, and if you need to add a one-off invoice, you can do that too.

  1. We create the actual invoices with your company logo and include all the pertinent information you need on them

  2. You decide if they’re auto-sent or not

  3. They go out to your customers and you utilize our dunning feature to help collect your money in full and on time

And that’s it!

We can send everything to your General Ledger to ensure everything is sinking for your accountants / bookkeepers.