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Billing & Subscriptions

Recurring revenue managed end-to-end — Stripe, GoCardless, PayPal, or BACS.

Subscription management, payment processing, and failed payment recovery — all integrated natively with accounting so every charge auto-generates a journal entry.

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4
Sub-modules
4
Module integrations
24
Features

SUB-MODULES

Everything inside Billing & Subscriptions.

🔁

Subscriptions

Create and manage recurring subscriptions with plan tiers, add-ons, and upgrades.

  • ✓Monthly / annual / quarterly plans
  • ✓Mid-cycle upgrades with pro-rata calculation
  • ✓Pause and cancel with configurable rules
  • ✓Add-on modules per subscription
  • ✓Free trial periods
  • ✓Subscription audit log
💰

Payment Providers

Connect Stripe, GoCardless, PayPal, or BACS — or all four for different clients.

  • ✓Stripe: card payments, strong customer authentication (SCA)
  • ✓GoCardless: direct debit mandate management
  • ✓PayPal: one-click checkout integration
  • ✓BACS: bank transfer reference generation
  • ✓Multi-provider per tenant
  • ✓Failed payment retry logic (3 attempts)
⚙️

Invoicing Engine

Automated billing runs that pull from time entries, subscriptions, and usage.

  • ✓Monthly billing run with one click
  • ✓Usage-based billing lines
  • ✓Invoice consolidation per company
  • ✓Prepayment drawdown
  • ✓Credit balance management
  • ✓Invoice approval before send
🌐

Online Payment Portal

A branded payment page where clients pay outstanding invoices without logging in.

  • ✓Client portal invoice list
  • ✓Pay-now button on invoice email
  • ✓Partial payment support
  • ✓Payment receipt emailed automatically
  • ✓Multi-invoice batch payment
  • ✓Saved card via Stripe

MODULE CONNECTIONS

How Billing & Subscriptions connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

💳Billing & Subscriptions
📊
Accounting→ sends to

Every charge posts a journal entry

View module →
🤝
CRM← receives from

Won proposal → subscription auto-created

View module →
🎫
Ticketing← receives from

Time entries aggregated to billing runs

View module →
🖥️
Monitoring← receives from

Device count drives billing tier check

View module →

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Subscription → Monthly Invoice → DD Collection

Direct debit mandate to collected funds in one automated flow.

1
BillingSubscription created

GoCardless mandate set up on client onboarding

2
BillingBilling run

First of the month: billing run generates invoice from subscription

3
BillingDD submission

Invoice amount submitted to GoCardless for collection

4
AccountingPayment confirmed

Bank confirms collection → invoice marked paid, journal posted

Explore related modules

📊Accounting & FinanceFull double-entry accounting — no external bookkeeping software needed.STARTER →🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →🖥️Device Monitoring & RMMReal-time visibility across every device you manage — alerts, patches, remote access.ENTERPRISE →
← View all 35 modules