What is Billing Integration?

Billing integration refers to connecting your billing or invoicing system with other business software, such as CRM, accounting, or payment platforms. Your billing data like your invoices, customer payments, subscription status, etc. flows automatically into other systems. This eliminates manual data entry and keeps all systems in sync.

How Billing Integration Works: 

• Integrations can be done via APIs, native connectors, or third-party tools (like Zapier).
  
  

• For example, when a customer is created in a CRM, billing integration can automatically create a linked account in your billing platform.
  
  

• When a payment is received, the payment gateway can update the billing record and send the information to your ERP or accounting software.
  
  

• Common integrations include connecting billing with ERP, CRM (like Salesforce), e-commerce platforms, and subscription management tools.

Benefits: 

• Integrating billing improves accuracy and efficiency. It automates the entire order-to-cash workflow, so invoices are generated and sent faster. As soon as a payment comes in, it’s automatically recorded and reconciled in the system. 
  
  

• This synchronization means finance teams have up-to-date revenue data at their fingertips, reducing errors and helping with cash flow forecasting. 
  
  

• It also improves customer satisfaction by ensuring billing information like subscription status and invoices is consistent across all touchpoints.

Billing Integration Examples: 

• An example of billing integration is linking an online store to a billing platform so sales automatically trigger invoices. 

• Another is connecting a payment processor (e.g. Dodo Payments) to an accounting tool (e.g. QuickBooks) so that payments automatically update financial records.