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.
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
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!!
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.
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.
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 “firstname.lastname@example.org”) is dead simple with BluSynergy.
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 www.BluSynergy.com or give us a call at 731 INVOICE (731 468-6423) for a personalized demo
$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.