> ## Documentation Index
> Fetch the complete documentation index at: https://docs-int.wingback.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Wingback for Customer Success

> Use Wingback to reduce inbounds and improve CX and satisfaction.

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Customer Success teams use Wingback to create a better experience for the customers, from the most important enterprise deals to the smallest self-serve accounts. You can easily [manage and monitor customer subscriptions](/manual/customer-management-portal), ensuring a smooth onboarding and billing experience, while our [self-serve billing portal](/manual/billing-portal) allows you to give your customers control over as many parts of billing and payment information as you like, to help reduce inbounds.

In addition, Wingback's [Entitlement API](/dev/api-reference/entitlement/get_c_entitlement_customerid_access) helps you to stay informed about customer access to various features, enabling you to provide proactive support and prevent potential issues before they arise.

By having access to customer account and usage data, you can identify trends and patterns, allowing you to provide tailored guidance for your customers to maximize value generated from your product.

Lastly, Wingback's collaboration features make it easy for you to work closely with other teams, such as sales, customer success, engineering, and finance, to keep everyone on the same page regarding pricing strategies and product offerings. This cross-functional collaboration ensures that pricing models are aligned with your companies overall strategy and goals.

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## Automated Invoicing

Wingback automates invoicing by generating and sending invoices to customers based on their pricing plans and usage. When a billing cycle ends, Wingback automatically calculates the charges for each customer, taking into account any usage-based features, discounts, or taxes that apply, to determine the correct amount for the invoice.

This not only saves time for you, but also increases accuracy by reducing the likelihood of human error. As a result, customers receive clear and precise invoices that are easy to understand, leading to an improved overall customer experience as well as reduced rate of inbounds for billing-related inquiries.

Wingback's billing works regardless of the combination of different pricing models, ensuring even the most complex cases can be billed accurately. This futher reduces the chances of customers having questions or concerns about their invoices.

Our automated invoicing system scales seamlessly with your business, efficiently handling invoicing for a growing number of customers without requiring additional manual effort. If customers do have questions about their invoices, you can quickly access their billing information through [Wingback's platform](/manual/billing-portal), allowing them to address any concerns or issues promptly and efficiently.

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## Manual Charges, Credits & Refunds

In the [Wingback Customer Management Portal](/manual/customer-management-portal), you can change customer info including your customer's [billing information](/manual/customer-management-portal#add-edit-payment-method), their [subscription/plan](/manual/customer-management-portal#customer-management-view), billing period/cycle, and more. You can also [view payment history](/manual/customer_management_portal#payment-details), invoice history, plan history, and manually create invoices. You can view past plans for any customer - down to the level of individual features they had access to and what price they paid for the plan, as well as any terms that went along with it, such as a special discount.

For any Customer Success professional having to deal with a lot of manual invoicing and customer-specific changes, Wingback can become your centralized location to access and manage customer data. Having the ability to manually adjust customer information, view payment history, issue refunds, manage credits, and monitor usage all from a single source of truth allows CS teams to efficiently handle customer inquiries and provide a higher level of support.

The accuracy of the data within the Customer Management Portal ensures that you can trust the information you provide to your customers and make informed decisions based on it. This reduces the likelihood of errors, misunderstandings, or miscommunications when assisting customers.

Furthermore, having all this data available in one place allows you to quickly resolve customer issues. Even when you use third-party systems, Wingback's [Entitlement API](/dev/api-reference/entitlement/get_c_entitlement_customerid_access) ensures that the correct information about everything pricing-related is fed into these systems. This means that the same benefits due to data accuracy apply even when using third-party systems like a specific quoting system or CRM.

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