Where are you on the billing journey?
Fifteen quick statements about how billing works at your company today. Tick the ones that are true, and we'll show you where you are and what usually comes next.
Tick every one that’s true for you today.
Tick at least 5 to see your result.
Tick at least 5 to see where you are
Nothing ticked.
Either you're early, or you're lucky. The guide is still worth a read.
Your spot on the billing journey
← SimplerMore complex →
What's happening
What your answers here tell us
Work on this first
What's coming next
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The billing journey
The seven stages of recurring billing, from simple to complex
Most companies have a foot in two or three at once. Where most of your answers land is where you are. Anything earlier on the line is worth working on first, because each stage builds on the one before it.
- 1Manual BillingBilling is a task on the calendar, run by one person.
- 2Automated InvoicingInvoices send on schedule. Exceptions live in email and spreadsheets.
- 3Payment CollectionEnough customers that failed payments are a weekly pattern.
- 4Connected SystemsSales, success and the books all need billing data.
- 5Revenue ReportingInvestors, lenders or a board ask for MRR and growth.
- 6Flexible PricingFlat fees, seats, usage and custom terms land on the same invoice.
- 7What’s Next: Enterprise FinanceAuditors and legal set the rules.
Get the full guide by email: The Seven Stages of Recurring Billing →