Recurring contract billing requires pulling usage figures, calculating charges, applying discounts, and issuing invoices for every client contract entering a new cycle. Doing this by hand invites calculation errors, delayed invoices, and missed follow-up on late payments.
The automated version pulls contract and usage data directly, calculates the correct charge with discounts and proration applied, and drafts the invoice for review. It also tracks payment status and prepares reminders automatically, so cycles close faster and with fewer errors.
The full workflow, from trigger to completion.
Detects the contract entering its billing cycle and starts the billing workflow automatically.
The automation pulls current seat counts and usage, applies contract rates, discounts, and proration, and creates a draft invoice.
A billing admin does a final check on the draft invoice and sends it to the client directly.
Once sent, the invoice record and amount sync back automatically to the client's contract for a full audit trail.
The automation watches for incoming payments and matches them to the open invoice in real time.
If the invoice is unpaid past its due date, a reminder email goes out automatically with the balance and a payment link.
Once payment clears, it is matched to the invoice and the billing cycle is marked closed.
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