Smart insight
Sync your billing and payments data with your workflows to gain insights on your business growth, churn, and financial health
Simple SAAS technology
-
-
Automatic reminders
-
Automate your process for smarter and faster billing. Saving you time on manual data entry.
-
Flexible billing
-
Set up recurring billing profiles to charge customers automatically.
With the SAASTEPS® billing + invoicing module you can view all invoicing details with ease, in one screen. This means see one customer’s full invoice activity and history. It’s also offline payment compatible.
GET PAID QUICKLY
Master billing intricacies
-
Send invoices in seconds
-
Create a seamless customer experience every time. Speed up your billing process and send invoices that come complete with payment links, PDF documents–and instant notifications when they’re opened, declined or accepted.
-
Get paid on time, every time.
-
Track your customers' payment history, automate helpful reminders to get paid on time, and set up recurring payments for repeat customers.
-
Send invoices, get paid quickly
-
Make the billing process remote-friendly and convenient for your customers, by sending digital invoices via email, SMS or shareable link. Enable them to pay quickly online with a variety of payment methods-credit card, ACH, PO#, account balances, and loyalty points.
-
Flexing billing logic
-
Our flexible billing logic tool makes it simple to offer payment plans and pricing tailored for your customers' individual needs. From usage-based plans to per seat options, you'll have the freedom to create a plan that works best!
POPULAR BILLING + INVOICING FEATURES
Streamline your billing + invoicing
-
Set up
-
Automated invoices for any start date and billing models, including by usage, quantity, fixed, or tiered.
-
Accept
-
Debit/credit cards, ACH, invoicing, payment gateways/portals.
-
Automate
-
Billing workflow & logics, personalized invoices, prorating, fair billing policies, payment processing
