> ## 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 Finance

> How Finance teams use Wingback.

export const IntRedir = () => {
  if (typeof document === "undefined") {
    return null;
  } else {
    setTimeout(() => {
      const currentUrl = new URL(window.location.href);
      if (currentUrl.hostname === 'docs-int.wingback.com') {
        currentUrl.hostname = 'docs.wingback.com';
        window.location.replace(currentUrl.toString());
      }
    }, 1);
    return <></>;
  }
};

<IntRedir />

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](/manual/plan-editor), 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](/dev/api-reference/entitlement/get_c_entitlement_customerid_access) 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](/manual/plan-editor), 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](/manual/billing-portal), allowing them to address any concerns or issues promptly and efficiently.

<Snippet file="background/plan-editor-snippet.mdx" />

<Snippet file="background/customer-management-portal-snippet.mdx" />

<Snippet file="background/self-serve-billing-portal-snippet.mdx" />

## 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.

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](/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.

<Snippet file="background/plan-editor-snippet.mdx" />

<Snippet file="background/customer-management-portal-snippet.mdx" />

<Snippet file="background/self-serve-billing-portal-snippet.mdx" />

## 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](/manual/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.

<Snippet file="background/plan-editor-snippet.mdx" />

<Snippet file="background/customer-management-portal-snippet.mdx" />

<Snippet file="background/signup-links-snippet.mdx" />