0 Votes

When to use recurring billing?

Status: New
by on ‎08-07-2020 03:27 AM

There are different industries that market products or services in the form of subscriptions. This is particularly the case for many online services such as Saas software publishers, telecom operators, but also the written and digital press, etc.


Some examples of uses of recurring billing:


  • Monthly invoicing of a magazine for which the customer has subscribed for a period of 24 months.
  • The annual invoicing of an elevator operator for whom the co-ownership of a building has subscribed to a maintenance contract.

Whatever the frequency defined by the service contract, the maintenance contract, or by the subscription, your invoices will be created automatically on the agreed dates. Indeed, every day the CRM system performs a check to detect whether new invoices must be issued. If this is the case, they will be generated automatically following the invoices made manually.


To take full advantage of your subscription management and online sales management, Initiative CRM offers additional features that will make your life easier:


  • Automatic reminders from customers before the end of the subscription (D-30, D-7, D-1 ...)
  • Reminder e-mailing
  • Automatic sending of an invoice by e-mail when it is created