Integrated Billing Solutions:
Streamline Payments and Improve Cash Flow

DepositFix’s Integrated billing solutions are transforming the way businesses handle payments by connecting billing with CRM and ERP systems.

Integrated Billing - Key Features

Automated Billing

With automated billing, you can automatically generate and send invoices based on usage, subscription plans, or recurring cycles. This feature ensures timely and accurate invoicing without manual intervention, allowing your business to operate smoothly.

CRM and ERP Integration

Our integrated billing solutions provide a seamless connection with leading CRM (e.g., Salesforce, HubSpot) and ERP (e.g., SAP, NetSuite) systems. This integration ensures that customer data, billing records, and financial information are synced and up-to-date across all platforms.

Flexible Payment Methods

Support for various payment methods, including credit cards, ACH, bank transfers, PayPal, and mobile wallets, allowing customers to pay through their preferred method directly from the invoice.

Subscription Management

Tools for managing subscription billing, upgrades, downgrades, and cancellations, with automated adjustments to billing amounts and cycles based on customer actions.

Usage-Based Billing

Our integrated billing system enables you to bill customers based on usage metrics, such as bandwidth, data storage, or other variable factors. Dynamic invoices adjust accordingly, providing transparency and accuracy for your customers.

Flexible Subscription Management with Integrated Billing

Tailored Pricing Models

Our integrated billing platform offers a flexible pricing model, allowing you to create subscription plans tailored to your business strategy and customer needs. Choose from volume-based, dynamic, or formula-based pricing to empower your growth and profitability.

Streamlined Subscription Changes

Easily manage subscription changes with our intuitive platform. Whether customers want to upgrade, downgrade, or renew their subscription, our system provides seamless options to accommodate their requests.

Trial Management: Convert Trials into Revenue with Integrated Billing

Optimize Trial Success

Efficiently manage trials and convert them into paying customers with our trial management features. Whether you offer paid or free trials, our platform provides the tools you need to track trial progress, extend trials, and optimize conversion rates.

Dynamic Trial Workflows

With dynamic trial options and automated workflows, you can maximize trial success and foster long-term customer relationships.

Churn Management: Minimize Revenue Loss with Integrated Billing

Advanced Churn Prevention

Reduce churn and minimize revenue loss with our churn management capabilities. DepositFix offers advanced tools to prevent churn and retain valuable customers, addressing involuntary churn, delinquent churn, and failed payment recovery.

Automated Payment Retry Logic

Utilize automated payment retry logic and proactive churn prevention strategies to optimize revenue and maximize customer lifetime value.

Integrated Billing: Complete Process Coverage

Select the best integrated billing software for your business with Depositfix. With options for subscription billing, recurring billing, and automated billing, you can streamline operations, optimize revenue, and scale with confidence.

Streamlined Integrated Billing Operations

From transaction management to spend management and client portal access, our platform offers everything you need to manage billing operations with ease.

With advanced workflow management and document management capabilities, you can automate tasks, reduce manual errors, and enhance efficiency across your organization.

Seamless Integration

From CRM systems to accounting software and payment gateways, our platform offers seamless integration options to streamline data flow and ensure consistency throughout the billing process.

Grow with Confidence

As your business grows, our platform scales with you, providing the flexibility and scalability you need to support increasing transaction volumes and complex billing scenarios.

Robust Billing and Subscription Management

Customer Billing Portal

Self-Service Account Management
•  
Update credit card details and customer information
•  Modify or cancel subscriptions
•  View and download payment history and receipts
Portal Customization
•  
Personalize with your logo, domain, and branding
•  Customize with CSS and JavaScript for enhanced functionality
•  View and download payment history and receipts
Discover Billing Portal

Advanced Subscription Management

Trial Management
Set and manage trial periods effortlessly
Flexible Subscription Options
Cancel, pause, prorate subscriptions, and change billing dates as needed
Invoice Updates
Easily update existing invoices to reflect changes in subscription plans

Versatile Discount Codes

Types of Discounts
  • Percentage-based discounts
  • Fixed amount discounts
  • Trial period offers
Advanced Discount Features
  • Set expiration dates and redemption limits
  • Restrict discounts to specific forms or products
  • Auto-generate codes for large-scale promotions
  • Personalize discounts applied via URL

Automated Tax

Sales Tax Automation

Static Tax Rates
Set fixed tax rates for simplicity
Location-Based Tax
Automatically calculate taxes based on the customer’s location for compliance

FAQ

What is integrated billing?

Integrated billing combines billing processes with payment solutions, allowing businesses to streamline invoicing, manage subscriptions, and automate payments efficiently.

How can integrated billing improve my business?

It enhances operational efficiency, reduces errors, and provides better cash flow management by automating billing processes and integrating them with existing systems.

Can I customize my billing plans?

Yes, our platform allows you to create flexible and customizable billing plans to suit your specific business needs.

What types of billing can I manage?

You can manage subscription billing, recurring billing, one-time payments, and trials through our integrated billing solution.

Ready to streamline your payment operations?

Discover the hidden automation potential in your payment, billing and invoicing workflows. Talk to our experts for a free assessment!