BILLINGEDGE ADD-ON
Quote It. Invoice It. Get Paid.
All From One Place.
Invoicing, quoting, recurring billing, autopay, virtual terminal, statements, and reporting — built directly into your CRM. No separate billing tool. No syncing contacts.
WHY BILLINGEDGE
Billing That Lives in Your CRM
No more switching between your CRM and a separate billing tool. Quotes, invoices, payments, and reports all share the same contacts, companies, and deals.
Quote → Invoice → Paid
Create a quote, convert it to an invoice with one click, collect payment online. Full lifecycle from proposal to revenue.
Recurring & Autopay
Set up recurring billing schedules with stored card auto-charge. Weekly, monthly, quarterly, annual, or custom intervals.
Virtual Terminal
Accept in-person card payments with a shareable public URL and auto-generated QR code. No hardware required.
CRM-Native
Contacts, companies, and deals are shared — not synced. Every invoice and payment lives on the contact timeline.
Reports & AR Aging
Dashboard KPIs, revenue trends, AR aging buckets, quote close rates, days-to-pay analysis, and top customer reports.
Self-Hosted
Runs entirely on your WordPress installation. Your financial data stays on your server — not in someone else’s cloud.
INVOICING & QUOTING
Professional Invoices and Quotes in Minutes
Create invoices and quotes with line items, discounts, tax rates, and custom terms. Send via email, share a payment link, or let clients view and pay from a public page — no login required.
Full Invoice Lifecycle
Draft → Sent → Viewed → Partial → Paid → Overdue → Void. Auto-numbered sequencing, PDF generation, and payment link creation.
One-Click Quote Conversion
Clients accept or decline from a public page. Accepted quotes convert to invoices with one click. Auto-expire on validity date.
Multiple Payment Methods
Stripe, PayPal, check, cash, wire, ACH. Record manual payments, issue Stripe refunds, and pass processing fees through to customers.
RECURRING BILLING
Set It Up Once. Get Paid on Schedule.
Recurring invoices with autopay, stored payment methods, late fee automation, and dunning escalation — all running automatically in the background.
Recurring Schedules
Weekly, monthly, quarterly, semi-annual, annual, or custom day intervals. Smart anchor-day logic prevents date drift. Max occurrences and end-date support.
Autopay & Stored Cards
Store customer payment methods securely via Stripe. Auto-charge on schedule with configurable offset days. Per-contact card-on-file management.
Late Fees & Dunning
Automatic late fees (flat or percent) with configurable grace periods. Dunning escalation with per-stage email templates. Apply once or on every overdue cycle.
MORE TOOLS
Everything Else You Need to Get Paid
Virtual terminal, monthly statements, processing fee pass-through, product catalog, inventory, and a full reporting suite.
Virtual Terminal
Accept card payments at events, office visits, or anywhere. Shareable public URL with auto-generated QR code. Stripe Elements for secure card entry.
Monthly Statements
Automated monthly customer statements with opening/closing balances, frozen line items, and PDF delivery. Configurable send day. Cron-driven generation.
Fee Pass-Through
Charge customers the processing fee instead of absorbing it. Configurable percent + fixed amount with a customizable label. Per-method scoping.
Product Catalog
Manage products with names, descriptions, unit prices, and SKUs. Quick search to add line items. Tax rate management with per-line snapshots.
CPQ & Inventory
Configure-Price-Quote pricing rules engine and inventory tracking. Enterprise-grade features that competitors charge separately for.
Reports & Dashboard
5 KPI cards, 12-month revenue trend, AR aging buckets, quote close rate, days-to-pay analysis, and top customer rankings.
EMAIL & NOTIFICATIONS
Customizable Billing Emails
Customizable email templates for every billing event. Send from your verified domain via MailEDGE, with CC support, notification toggles, and dunning escalation hooks.
Custom Templates
Per-template customization for invoice sent, quote sent, payment received, overdue reminder, and more.
Verified Domain
Billing emails send from your own domain when MailEDGE is active. No more generic sender addresses.
Dunning Escalation
Per-stage email templates that escalate as invoices age. Automated overdue reminders with DB-level idempotency.
CC & Notifications
CC emails on all invoices and quotes. Notify your team when invoices are sent. Configurable notification recipient.
HOW WE COMPARE
BillingEDGE vs. The Competition
Other billing tools are separate products that require syncing with your CRM. BillingEDGE is built in — same contacts, same deals, same timeline.
| Feature | BillingEDGE | Zoho Invoice | FreshBooks | Invoice Ninja |
|---|---|---|---|---|
| Built-in CRM (no sync needed) | ✓ | ✕ | ✕ | ✕ |
| Invoicing with full lifecycle | ✓ | ✓ | ✓ | ✓ |
| Quoting with accept/decline | ✓ | ✓ | ✓ | ✓ |
| One-click quote to invoice | ✓ | ✓ | ✓ | ✓ |
| Recurring billing with autopay | ✓ | Needs Zoho Billing | ✓ | ✓ |
| Stored payment methods | ✓ | ✕ | ✓ | ✓ |
| Virtual terminal with QR code | ✓ | ✕ | ✕ | ✕ |
| Processing fee pass-through | ✓ | ✕ | ✕ | ✓ |
| Late fees (auto, recurring) | ✓ | ✓ | ✓ | ✓ |
| Monthly statements | ✓ | ✓ | ✕ | ✓ |
| CPQ / pricing rules | ✓ | ✕ | ✕ | ✕ |
| Inventory tracking | ✓ | Needs Zoho Books | ✕ | ✕ |
| Dunning escalation | ✓ | ✓ | ✓ | ✓ |
| Send from verified domain | ✓ | ✕ | ✕ | ✕ |
| AR aging report | ✓ | ✓ | ✓ | ✓ |
| Quote close rate report | ✓ | ✕ | ✕ | ✕ |
| Days-to-pay analysis | ✓ | ✕ | ✕ | ✕ |
| Self-hosted (your server) | ✓ | ✕ | ✕ | ✓ |
| No per-user pricing | ✓ | ✕ | ✕ | ✕ |
Ready to Get Paid Faster?
Invoicing, quoting, recurring billing, autopay, virtual terminal, and reporting — all built into your CRM. No separate billing tool. No per-user fees.