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Finance & Insight

Recurring Billing And Plans

Bill customers on a plan, cycle after cycle

What it does

Recurring Billing And Plans looks after customers who pay on a repeating schedule. Each one is placed on a plan carrying its own cycle and renewal date, and the charge is raised again when that cycle comes round. It suits service contracts, memberships and maintenance arrangements where the arrangement repeats rather than being sold once across the counter.

Functions in this module

  • Customer Plans
  • Billing Cycles
  • Renewal Dates
  • Recurring Charges
  • Plan Based Billing
  • Service Contract Billing
  • Membership Billing
  • Renewal Tracking

Where it fits in the business

Recurring Billing And Plans sits beside the counter side of the DNA edition, covering revenue that does not pass through the till. Charges raised here post into Accounting Ledger And Expenses like any other sale, and the customer record it works from comes out of Customers And Loyalty.

Owners and back-office staff who manage service contracts, memberships or maintenance arrangements. It fits a business billing a known set of customers on a steady rhythm, rather than taking every payment at the counter during trading hours.

Included with SenangUrus DNA

  • Runs on the same database as the counter, stock, purchasing and the ledger.
  • Access is granted per role, and per outlet or warehouse where the business has more than one.
  • Delivered with setup, data migration and training for the staff who will use it daily.
Questions

About the Recurring Billing And Plans module

01/Is Recurring Billing And Plans included in SenangUrus DNA?
It is part of the SenangUrus DNA module library. Core modules are included in the subscription; add-on modules are quoted separately and switched on for the business that needs them. Either way it is configured during implementation, not left to you to set up.
02/Does it work with several outlets?
Yes. It runs on the same product, customer, stock and account records as the rest of the edition, and access can be limited to one outlet or opened across all of them.
03/What does setup involve?
Configuration of the module around your documents and process, migration of the data it depends on (products, suppliers, customers, opening stock or balances), permissions per role, and training for the staff who will use it daily.
04/Can it be tailored?
Documents, fields, approval steps and reports are configurable. Where a requirement is genuinely unique to your business, custom work is scoped separately and quoted before it starts.
Next step

See Recurring Billing And Plans with your own products

We will run the module on your catalogue and your documents, so you can judge it against the way the counter and the office work today.