BluSynergy Recurring Billing

Advanced Recurring Billing, Customer Self-Service Portals and Saleforce CRM


Automate your subscription billing and recurring payments. BluSynergy turbo-charges your QuickBooks with enterprise class features designed for SaaS/Cloud companies, service based enterprises, and membership based organizations.

Subscription Plans and Advanced Billing Models

Each Subscription PLAN has a billing frequency (mo, quarterly, etc.) and one or more CHARGEs. The Charges could be one-time, recurring, usage-based, tiered, etc. thus permitting advanced pricing models. Once the Plans & Charges are defined (one-time configuration), then you simply create an ORDER that links a PLAN to a CUSTOMER

Automated Invoicing

Once ORDERs are placed for CUSTOMERs, invoices are automatically generated at the specified PLAN frequency (monthly, annually, etc.) You may configure your BILLING RUN for daily billing, monthly billing on 1st, etc. You have the option of emailing these invoices to your customers via your own branded and personalized email template. These invoices are synchronized with QuickBooks down to the Invoice Line Item. You’ve just invoiced and emailed hundreds or thousands of customers!!

Recurring Payments

Customers with credit card or ACH payments on file are automatically charged with no manual effort. Payments may be processed using your current Intuit Merchant Service account or the payment processor of your choice. BluSynergy provides automated features like payment retries for declined payments, customer notifications for payment receipts, expiring credit cards, etc. Have a mix of payment methods including paper checks and cash? No problem, just enter the payment manually.

Customer Self-Service Portal

Tired of responding to payments over the phone, account inquiries or invoice reprints? Simply embed our self-service portal inside your website. Your customers can now view bills, history, and most importantly, pay their bills online. You can also enroll new customer’s online, right on your website. That’s right, your new customer, and their invoice/payment will instantly show up in QuickBooks. Note that the Self-Service Portal is an add-on module.

Automated Customer Notifications

Communications is the key to customer satisfaction as well as keeping your support overhead in check. That means notifying your customers through their lifecycle from a New Customer Welcome Message to routine Invoice and Payment emails to subscriptions or credit cards about to expire. Sending these messages using your own branding and from your own email address (like “”) is dead simple with BluSynergy.

Add-ons: Salesforce CRM, Commissions, Social Media Enrollment, Referrals, Sales Tax

Optional modules galore: View invoices and take payments right inside SALESFORCE CRM. Manage RECURRING COMMISSIONS (e.g., 10% commission for the 1st year, 5% for 2nd year, etc.) B2C business can exploit our SOCIAL MEDIA and REFERRALS modules for ramping up your customer acquisition. Multi-state nexus? Then AUTOMATE SALES TAX based on your customers’ billing address. Visit us at or give us a call at 731 INVOICE (731 468-6423) for a personalized demo

Subscription Plans and Advanced Billing Models
Automated Invoicing
Recurring Payments
Customer Self-Service Portal
Automated Customer Notifications
Add-ons: Salesforce CRM, Commissions, Social Media Enrollment, Referrals, Sales Tax



Terms and Conditions
Privacy Policy

$0.45/customer/mo, 30 day free trial. $100 min. Each Add-on Options is $0.25/cust/mo.

Recurring Billing $0.45/customer/mo 100 Automates recurring billing for QuickBooks. Core product is required with any add-ons which are all optional
AddOn - Customer Self-Service Portal $0.25/customer/mo 100 Allows your customers to view and pay bills on YOUR WEBSITE
AddOn - Salesforce CRM Integration 0.25/customer/month 100 Take payments and create invoices inside Salesforce CRM. View full invoice and payment history including current balance.
AddOn - Avalara Sales Tax 0.25/customer/month 100 Automated Sales Tax calculation based on customer's billing address
AddOn - Commissions 0.25/customer/month 100 Manage recurring commissions for sales-people and affiliates selling subscription services. Eg. 20% on Year 1 revenues, 10% on Year 2 revenues

Standard support is via email during business hours (Central Timezone). Enterprise support via phone.


Online support:


Why do I need QuickBooks if I’m using BluSynergy?
BluSynergy is an advanced Billing and Payments engine that handles typical A/R (account receivables) functions for recurring revenue companies such as Cloud/SaaS businesses, Service companies, ISPs, data centers, and membership organizations. We do not handle the A/P functions (vendor payments), payroll, balance sheet, etc. BluSynergy serves as the billing engine and QuickBooks as the Accounting system with seamless integration.
What is your typical client profile?
BluSynergy clients range from those who have a few hundred customers to those that exceed 10,000 customers (our largest client has 70,000 customers spread across 9 countries). Typically, B2B clients will have smaller customer numbers but more complex billing requirements (pro-rating, metered billing, overages, hundreds of offerings, CRM and ERP integrations) whereas B2C clients may have complexities around declined payments, self-signup/service, promotions, referrals and affiliate commissions
There is a lot of features/capability, will you provide training/customization/migration?
Yes, our customer service can get you set up quickly and guide you on the best configuration options for your specific business practices. Customization and migration is available for enterprise clients, please contact us at
How is Usage or Consumption Based Billing handled?
Metered billing (aka Usage-based billing) requires you to upload variable usage data (via API or spreadsheet upload or manual entry). For example, a data center that bills for consumption of network bandwidth and data storage would transmit data containing the customer ID, product code, and units consumed. The BluSynergy billing engine calculates the right price for the customer taking their pricing plan into account (included free units, tiered pricing, overage pricing, etc.)