subscription billing for salesforce

Extend Billing Functions to Salesforce

payment plan options

Create and manage subscription orders

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Specialized order management including upgrades or downgrades, dynamic pricing, and contract entitlements

View and download invoices and payment history

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Create invoices and accept payments

Get Up Close & Personal

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automate cash flow

Automate Cash Flow

  • Accept payments securely via credit card or eCheck (ACH)
  • Manage and update credit card or eCheck information for automatic payments
  • Automate recurring payments
  • Installment payoffs tailored to each customer

Streamline Business Processes

  • Bidirectional integration with leading ERP and accounting software like Netsuite, Microsoft Great Plains Dynamics, Oracle financials, and Quickbooks
  • Full control over the capability exposed ranging from readonly views to comprehensive order, billing and payment functionality
  • Commission management based on recurring revenue for sales staff and/or affiliates
  • Integration with Salesforce native entities like Contracts and Assets

Customized Billing

At BluSynergy, we understand that you need to adapt the billing system to meet your requirements. Unlike other software-as-a-service providers that leave you to fend for yourself, we pride ourselves on our ability to extend and customize the software for each client’s needs.

  • Branding and integration with your website

  • Invoice templates and forms

  • Notifications sent to customers. Customize the trigger criteria, the email template, and the notification mechanism

  • Complex promotions

  • Payment processor and other payment types such as PayPal, etc.

  • Recycling / retrying failed payments, especially for consumer credit cards and ACH

  • Pricing rules

  • Reports – design your reports with the fields and totals that you care about

  • Order processing business rules

  • Interest, late fees, penalties

  • Customer status change definitions as part of the aging process

  • Item pricing and automatically including and/or excluding other items

  • Mediation and rating of source data

customized billing