Our Products

All features

  • Product Catalog
  • Billing
  • Lifecycle Management
  • Collections
  • Customer portal
  • Reporting Analytics
  • Automation
  • Integrations
  • Security Compliance

Features that make your billing seamless

Maitrix Billing Features - header image
Product Catalog

Perfect your product catalog

With Maitrix CRM software lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns.
Product catalog
Streamline diverse product offerings

Maitrix Billing's Product catalog makes it simple to create, update, modify, and manage multiple products all under one roof.

Unlock new revenue possibilities

Test your curated plans with various pricing models like flat, volume, and tiered strategies to optimize your revenue potential.

Change prices without losing demand

Declutter your product catalog with price lists, set custom rates for specific customers or items, adjusting prices up or down.

Manage discounts

Create one-time, unlimited, or time-defined coupons. Set coupon validity and redemption limits based on your needs.

BillingEnhance your billing experience
Maitrix Billing combines invoicing, expense, project billing, and recurring billing - all in one place, handling all for you.
Billing Experience
Advanced invoicing made easy

Experience automated invoice creation with precise tax calculations, and custom branding, invoice consolidation with multi-currency support and multilingual invoicing.

Effortless expense management

Convert billable expenses into invoices and bill your clients in no time making reimbursements a breeze.

Power profits through Project Billing

Track hours spent on projects and bill your clients centralized dashboard.

Recurring Billing Logic that fits your business rules

Recurring billing with flexible options, supporting billing configurations for plan purchases, and renewals yearly, monthly, or any custom period.

Simplify metered billing workflow

Create subscriptions, define usage components and billing frequency to automate the entire workflow.

Lifecycle ManagementManage the entire customer lifecycle
Share quotes, manage subscriber lifecycles, handle discount rules, and simplify trial management.
Billing Customer lifecycle
Send quotes

Customize quotes using templates and Convert accepted quotes into invoices and ensure a smooth transition from quote to payment.

Ensure smooth subscriber lifecycle

Create, manage, pause, cancel, reactivate, or extend subscriptions with a single click.

Simplify trial management

Set up, customize, and extend free trials. Keep prospects engaged, and maximize conversion opportunities

CollectionsMaximize collection efforts
Reduce involuntary churn by handling failed payments and recover your revenue effortlessly.
Billing Customer lifecycle
Collect payments from anywhere

Accept global payments through more than 10 integrated payment gateways for both one-time and recurring transactions, including credit and debit cards, online banking, and ACH.

Transcend borders advanced multi-currency option

Accept payment in your customers' preferred currenc and get automatic exchange rate updates, along with detailed reports for greater visibility.

Recover revenue with payment retries

Simply use Maitrix Billing's PCI-compliant hosted pages and let your customers choose the product or service and pay for them easily.

Reduce DSO and get paid faster

Prevent payment declines by automating dunning communications, reminders and failed payment notifications.

Monitor dunning performance

Track the recovery rate, revenue recovered, and number of customers saved from involuntary churn through insightful metrics.

Customer portalEmpower your clients

Offer customers seamless access and a comprehensive overview of all their transactions with your business.

Let them view, accept, and comment on quotes.

Allow them to add/edit their information, receive notifications about changes, and share invoices directly from the customer account

They can also access timesheets and project details via the portal.

Billing Customer lifecycle
Reporting and AnalyticsGain always visibility
Receive valuable insights straight to your inbox, and stay on top of your finances.
Billing Customer lifecycle
Run insightful AR reports

Access over 50 custom reports, role-specific dashboards, and shareable reports.

Get granular subscription metrics

Access key subscription metrics like net revenue activations, and cancellations. Generate reports on trials, aging, cash flow projections, collections, and more.

Customize reports

Customize reports for specific products or time periods and include data from multiple modules. Easily access, print, or export reports

AutomationImprove workflow efficiency

Receive real-time updates on subscriptions and invoices by creating webhooks and always stay informed.

Set up customized workflows based on triggers to receive timely notifications tailored to your business needs.

Customize your quotes, customer portal invitation mails, payment receipts and more to suit your branding needs.

Automate recurring tasks and reports with Custom Schedulers, like receiving monthly sales performance report.

Billing Customer lifecycle
IntegrationsEnhanced capabilities with integrations
Empower your team with extended billing capabilities in-house and third-party apps.
Billing Customer lifecycle
Accounting

Sync transaction details, avoid duplicate records, generate insightful reports, handle billing, and accounting in one place.

CRM

Empower your sales teams to handle the entire sales cycle, billing and renewals.

Collaboration

Maitrix enabling efficient interaction with employees and keeping you updated on critical business events.

Cloud integrators

Expand your integration possibilities beyond built-in options. With Maitrix Flow and Zapier.

Custom integrations

Collect, update and retrieve billing-related data from clients using custom business applications made from Maitrix Creator.

Maitrix apps

Maitrix apps such as, Maitrix Connect, Maitrix Analytics, Maitrix Mail, Maitrix Inventory, Maitrix Sign, Maitrix Desk, and Maitrix Campaigns.

Other apps

Integrate with third-party apps like G Suite, Office 365

Security and CompliancePromise of security and compliance
At Maitrix, we put privacy and security first.. We recognize the importance of finding the perfect balance between safeguarding your customers' data and empowering your employees to work efficiently.
Billing security compliance
Role-based access

Create customized roles and assign users and secure data by controlling access to information in Maitrix Billing.

EU-GDPR

Work with a very secure architecture to prevent unauthorized access by collecting, storing, and processing customers' personal data in accordance with GDPR.

PCI

Maitrix Billing encrypts and protects your customers' sensitive personal and payment information.

HIPAA

Ensure security and protection of ePHI using our HIPAA-compliant features in Maitrix Billing.

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