Billing
Bring billing into the flow of your business.
Manage recurring services, invoices, and payment activity with the customer context your team needs. Give billing and support a clearer view of the account and the next action.
From service to payment
Keep the account, the invoice, and the payment connected.
Manage service plans and billing schedules around the way your business charges customers.
Prepare itemized invoices and keep the account's billing history available to your team.
Handle service changes, credits, and adjustments within the billing workflow.
Apply the tax rules configured for your services and operating requirements.
Review payments and account balances through the payment connections enabled for your business.
Give the responsible team the information needed to review outstanding balances and billing questions.
Clearer customer conversations
Help your team explain the account.
Bring invoice and payment context into customer-service workflows so the team can understand a question and identify the next step. Keep the account history useful for the next interaction.
- Review the services associated with the account.
- See recent invoices and recorded payment activity.
- Understand the context of an adjustment or outstanding balance.
- Capture the follow-up needed from the billing team.
Connected payments
Build the payment workflow around your operation.
Review the payment providers and methods available for your setup. We will confirm how invoices, payment activity, and settlement information fit into your existing financial processes.
Plan the transition
Review your billing before it goes live.
A billing migration starts with understanding how you charge today. Compare representative invoices, investigate differences, and agree on the checks required before live charging begins.
- 01Map the billing rules
Review plans, schedules, adjustments, taxes, and payment requirements.
- 02Compare representative invoices
Check the generated output against the expected result.
- 03Resolve the differences
Review exceptions and agree on the correct treatment.
- 04Approve the rollout
Define the cutover scope and the team's responsibilities.
Common questions
Answers before the call.
Can Bavardio handle recurring billing?
Recurring services and invoices are part of the billing workflow. We will review your plans, billing cycles, and service-change requirements during scoping.
Can our support team see billing information?
Relevant account and billing context can be used in connected customer-service workflows, with access configured for the team.
Can we keep our payment provider?
That depends on the provider and integration requirements. We will confirm compatibility and the available payment workflow before a migration is agreed.
How do you validate a billing migration?
The process includes mapping billing rules, comparing representative outputs, and reviewing exceptions. The cutover plan defines what must be checked and approved before charging customers through the new workflow.
Do we have to migrate every account together?
The migration plan should define the appropriate groups and sequence for your operation. Available approaches depend on the source system and billing requirements.
The rest of the platform
It works with the modules around it.
Walk through your billing workflow.
Tell us how you bill, collect payments, and handle account questions. We will show the relevant capabilities and discuss a practical transition plan.