Order To Billing

Subscription Billing Software for Seamless Recurring Billing & Automated Invoicing

Discover O2B, a powerful subscription billing software built on Salesforce that transforms post-sale engagement with seamless recurring billing, automated invoicing, and streamlined quote to cash processes. Effortlessly manage the entire subscription lifecycle with flexible usage-based and metered billing, accurate revenue recognition, and real-time billing analytics and reporting. Designed to unify Order Management, Billing Management, Subscription Billing, and Invoicing, O2B empowers businesses to scale SaaS subscription billing and enterprise subscription billing, reduce revenue leakage, and drive predictable, long-term growth.

Subscription billing software

"Enhances subscriber retention by offering various pricing options, transforming initial sales into a consistent revenue stream."

If you can dream it, O2B can monetize it.

Capabilities

Financial Powerhouse

Everything you need to manage the complete billing lifecycle.

Advanced Billing Capabilities

Manage recurring, one-time, and subscription billing with ease. O2B allows for dynamic billing cycles (monthly, quarterly, annually) and automated invoice generation based on predefined conditions.

Complete Pricing Model Designer

Support various pricing structures: Flat, Tiered, Volume, Tiered Flat, and Volume Tier, enabling customization to meet diverse customer needs and maximize revenue.

Dunning and Collection Management

Utilize Dunning Rules to send automated reminders for overdue invoices. The Collection Batch feature collects unpaid invoices, ensuring timely follow-up with customers. Track Aging to better improve valuation.

Customizable Invoicing

Generate thousands of customized invoices at once. Options include adjustments for credit notes, payment disputes, and tax considerations, all customizable to fit business needs.

Credit and Advance Payment Management

Manage customer advance payments and credit notes efficiently, allowing users to track remaining balances and apply extra payments towards future purchases seamlessly.

PCI Payment Processing

As a fully PCI compliant solution, Streamline payment processing with automated credit card and ACH payment facilities. Set up recurring payments that reduce manual effort and improve cash flow.

Revolutionize Finance

Improve price management and reduce revenue loss.

A Salesforce-native billing system revolutionizes financial management by integrating essential features such as quoting, advanced price modeling, dunning, and collections management. This robust platform streamlines the billing process while enhancing accuracy and efficiency. With sophisticated usage tracking capabilities, businesses can monitor customer interactions and tailor billing cycles accordingly. Additionally, the system allows for the design of complete subscription cycles, automating adjustments based on time, usage, and volume. This automation not only reduces manual tasks but also ensures seamless transitions that enhance customer satisfaction, ultimately driving revenue growth and reducing revenue loss through effective collections management.

Get Started with O2B

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Leading the transition from CRM to SRM. Empowering businesses with Salesforce native solutions for billing, project management, and order handling.

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