Volume and seat-based billing combines headcount data and usage volume to calculate charges for each client under different contract tiers. Doing this by hand across many client accounts each week creates a heavy reconciliation burden and frequent invoice corrections.
An automated version pulls seat and usage data automatically, applies contract-specific tier and overage rules, and drafts invoices ready for approval. The result is faster, more consistent billing with far fewer manual errors.
The full workflow, from trigger to completion.
Every Monday at 6am the automation platform recognizes the prior week's billing cycle has closed and starts the run.
Active seat counts for every client are pulled automatically.
Weekly transaction and task volume per client is pulled.
The Billing Calculation applies each client's contract tier, overage rate, and proration automatically.
If a client's usage exceeds their contract cap, a alert is sent to the finance manager before the invoice proceeds.
Line items are written as a draft invoice for each client.
Once approved, the invoice is emailed automatically to the client's billing contact.
Invoice amount, due date, and status are written to the AR tracker.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.