Finance teams benefit from Wingback’s comprehensive and centralized platform to manage billing, invoicing, and subscription parameters under one roof. Wingback’s flexibility in creating various pricing plans, including usage-based pricing, enables your teams to design and implement revenue strategies — as well as better predict revenue patterns and risks.
Our A/B testing capabilities allow you to test and optimize pricing plans, ensuring optimal revenue generation. Integration with CRM systems and analytics tools through the Entitlement API simplifies data consolidation, leading to improved financial reporting and forecasting.
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. It then creates 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, leading to an improved overall customer experience.
Wingback allows you to create and model any pricing plan, regardless of the combination of different pricing models, ensuring even the most complex cases can be billed accurately. This flexibility in pricing plan creation 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, allowing them to address any concerns or issues promptly and efficiently.
Wingback Plan Editor
This is a user-friendly tool that allows you to create and modify subscription plans for your product or service. With this editor, you can define plan details such as name, pricing, billing frequency, and features. The plan editor also enables you to set up usage-based pricing and configure usage limits for specific features. Once a plan is created or modified, it can be displayed on your public pricing page or used for quoting purposes. The plan editor simplifies the process of managing your subscription offerings while giving you full control over your pricing strategy.
Wingback Customer Management Portal
This is a tool in Wingback where you can manage and view all customer-related information. Within the portal, you can access and update customer account data, view billing history and invoices, issue refunds, manage credits, and monitor usage statistics. It serves as a comprehensive tool to manage your customers' pricing plans and billing information, ensuring data accuracy and streamlining customer support tasks.
Wingback Self-serve Billing Portal
The billing portal is a convenient frontend component designed to allow your customers to manage their own billing and payment information. It makes it possible for your customers to easily handle various billing-related tasks themselves, such as updating their payment methods, viewing invoices, and managing the subscription they are on.
It provides your customers with the autonomy to manage their billing information at their convenience. This reduces the need for manual intervention from your support team, freeing up time for them to focus on other essential tasks. This platform also ensures that customers have immediate access to their billing data, promoting transparency and trust between your business and its customers. It streamlines the entire billing process, making it easier for both your customers and your team to handle billing-related tasks efficiently
Manual Charges, Credits & Refunds
In the Wingback Customer Management Portal, you can change customer info including your customer’s billing information, their subscription/plan, billing period/cycle, and more. You can also view payment history, 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.
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 finance teams to streamline their workload, reduce their time on billing discrepancies, and focus on the bigger picture.
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 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.
Wingback Plan Editor
This is a user-friendly tool that allows you to create and modify subscription plans for your product or service. With this editor, you can define plan details such as name, pricing, billing frequency, and features. The plan editor also enables you to set up usage-based pricing and configure usage limits for specific features. Once a plan is created or modified, it can be displayed on your public pricing page or used for quoting purposes. The plan editor simplifies the process of managing your subscription offerings while giving you full control over your pricing strategy.
Wingback Customer Management Portal
This is a tool in Wingback where you can manage and view all customer-related information. Within the portal, you can access and update customer account data, view billing history and invoices, issue refunds, manage credits, and monitor usage statistics. It serves as a comprehensive tool to manage your customers' pricing plans and billing information, ensuring data accuracy and streamlining customer support tasks.
Wingback Self-serve Billing Portal
The billing portal is a convenient frontend component designed to allow your customers to manage their own billing and payment information. It makes it possible for your customers to easily handle various billing-related tasks themselves, such as updating their payment methods, viewing invoices, and managing the subscription they are on.
It provides your customers with the autonomy to manage their billing information at their convenience. This reduces the need for manual intervention from your support team, freeing up time for them to focus on other essential tasks. This platform also ensures that customers have immediate access to their billing data, promoting transparency and trust between your business and its customers. It streamlines the entire billing process, making it easier for both your customers and your team to handle billing-related tasks efficiently
Manage Multiple Contracts
Wingback supports you in managing diverse contracts with different pricing models and terms by offering a centralized source of truth for all plan and contract data that simplifies contract management.
Wingback’s clear and transparent invoicing ensures that customers receive accurate invoices based on their chosen plan, pricing model, and contract terms. This reduces the risk of billing errors and helps your team quickly and easily address inquiries related to billing issues, such as overcharging or undercharging.
In addition, the Wingback Self-Serve Billing Portal allows your customers to manage their account data, payment methods, and billing information, and review their invoices themselves. The self-service functionality empowers customers to access essential information on their own and reduces the number of support requests related to billing and invoicing.
Wingback’s collaboration features make it easy for you to work closely with other teams, such as sales, product management, engineering, and finance, to address customer issues and share relevant contract details. This cross-functional collaboration ensures that all teams are aligned and working together to provide consistent and effective support.
Wingback Plan Editor
This is a user-friendly tool that allows you to create and modify subscription plans for your product or service. With this editor, you can define plan details such as name, pricing, billing frequency, and features. The plan editor also enables you to set up usage-based pricing and configure usage limits for specific features. Once a plan is created or modified, it can be displayed on your public pricing page or used for quoting purposes. The plan editor simplifies the process of managing your subscription offerings while giving you full control over your pricing strategy.
Wingback Customer Management Portal
This is a tool in Wingback where you can manage and view all customer-related information. Within the portal, you can access and update customer account data, view billing history and invoices, issue refunds, manage credits, and monitor usage statistics. It serves as a comprehensive tool to manage your customers' pricing plans and billing information, ensuring data accuracy and streamlining customer support tasks.
Wingback Signup Links
These are unique URLs generated by Wingback that allow potential customers to sign up for your product or service directly to a specific plan. These links simplify the sales and onboarding process and enable you to provide a seamless user experience when acquiring new customers.
When a potential customer clicks on a Wingback signup link, they are directed to a dedicated signup page associated with the chosen plan. The signup page collects necessary information such as their name, email address, payment method, and any other required details. After completing the signup process, the customer is granted access to your product or service based on the features and entitlements included in their chosen plan.
