Your starting setup
- Services
- Materials and supplies
DeepERP for
Subscriptions
Customer and project dimensions with recurring invoice approval setup. Payment collection requires separate company configuration.
Workflows for your business
- Dunning
- Upgrade and downgrade proration
- Churn save
Work organized around your team
- Revenue manager
- Billing specialist
- Customer success
Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.
Workflows for your business
Dunning
A failed or overdue subscription payment followed by reminders, a pause, recovery or an approved write-off.
- Payment failed or invoice overdue
- Reminder sequence sent
- Service paused after the last reminder
- Payment recovered
- Unrecoverable balance written off
Upgrade and downgrade proration
A subscriber changes plan mid-period; the billing engine prorates, downgrade credits are approved, and the invoice or credit goes out.
- Upgrade or downgrade requested
- Proration worked out by the billing engine
- Downgrade credit approved
- Prorated invoice or credit note issued
Churn save
Subscribers likely to leave flagged from usage and payments, a save offer approved, and the outcome recorded.
- Churn risk flagged from usage and payments
- Save offer approved
- Subscriber contacted
- Saved, downgraded or cancelled recorded
See this industry in DeepERP
Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.