Where are you on the billing journey?
Fifteen quick yes-or-no questions about how billing works at your company today. We'll show you where you are, and what usually comes next.
Tick each one where the answer is yes, today, at least five, so we can see where your answers cluster. Skip anything that used to be true but isn’t anymore.
0 of 5 needed
Nothing ticked.
Either you're early, or you're lucky. The guide is still worth a read.
Your spot on the billing journey · of 7
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What's happening
What your answers here tell us
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What's coming next
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The billing journey
Seven points from simple to complex, named for who's asking you for something
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 fixing first, because the later fixes build on it.
- 1The Last FridayNobody. Just your own time.
- 2The Email ThreadA customer, asking for something the schedule can't do.
- 3The Card ChaserA payment that didn't arrive.
- 4The SwitchboardA coworker who needs billing data.
- 5The Weekend SpreadsheetSomeone outside the company who needs a number.
- 6The Many-Shaped InvoiceYour own pricing.
- 7Past the GuideAuditors and legal.