Billing: Generate, dispatch, and track invoices from the CRM you already use
Invoice generation, dispatch, AR aging, and dunning workflows native to HubSpot and Salesforce.
Workflow Engine
Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by 1,000+ fast-moving sales teams
Billing: generate, dispatch, and track invoices from the CRM you already use
Billing sits between revenue and cash. Billing operations as a service generates invoices from deals, dispatches via email or EDI, tracks AR aging, and closes the loop with payment reconciliation — all native to HubSpot and Salesforce so nothing gets rekeyed into a third system.
Invoice generation
Produce invoices straight from closed-won deals, subscriptions, or milestone triggers. Multi-entity, multi-currency, with tax treatment baked in.
Dispatch & tracking
Send via email, EDI, or customer portal. Track opens, disputes, and acknowledgements back into the CRM record.
AR aging & dunning
Age receivables, automate dunning sequences, and escalate disputes — without a nightly spreadsheet refresh.
Scope the first billing motion
- Start with the highest-volume billing type (subscriptions, usage, milestone) before expanding.
- Declare multi-entity and tax rules before the first invoice leaves — fixing them after is painful.
- Require human review on first-time customers or invoice amounts above a threshold.
| Layer | Decide up front | Example |
|---|---|---|
| Trigger | When an invoice is generated | Closed-won deal, subscription renewal, usage threshold |
| Dispatch | How the customer gets it | Email PDF, EDI, or customer portal |
| Controls | What needs human review | New customers, invoices > $50,000 |
Outcomes finance teams expect
- Faster billing cycles, fewer billing-to-cash handoffs that drop.
- AR aging visible to sales and finance at the same time.
- Invoice accuracy that holds up during a SOC 2 or audit review.