An AR agent that works
the night shift, too.
CC the agent on any billing email and it takes action: PO numbers, billing address changes, charge explanations, payment terms. It verifies authorization before making changes, acts, and confirms back to the customer directly.
Ashley <ashley@ramp.com>
Hi Alex, can you update our billing address to 200 Main St, San Francisco CA 94105? Also, we have a new AP contact going forward – please update to jennifer.wu@ramp.com for all billing communications.
Very best,
Ashley
Alex <alex@rocketsaas.com>
Hi Ashley, looping in our AR agent who will take care of both updates right away!
Best,
Alex
An AR agent that works
the night shift, too.
CC the agent on any billing email and it takes action: PO numbers, billing address changes, charge explanations, payment terms. It verifies authorization before making changes, acts, and confirms back to the customer directly.
Invoices that go out right. Every time.
Lock in the structure that works. Set standard sections, terms, and legal language so every quote your team sends follows the same format.
Invoices that go out right. Every time.
$9,622.27
From
Rocket Saas, Inc
100 Market St
San Francisco
CA 94105
United States
To
Shape Software, Inc
175 5th Avenue
New York
NY 10010
United States
Terms
| Name | Qty | Rate | Tax | Price |
|---|---|---|---|---|
| Monthly Platform Fee | 1 | $833.33 | 20% | $833.33 |
| Invoiced Revenue | ||||
| Usage fee | $1,105,420.00 | 0.65% | 20% | $7,185.23 |
INV00421 - $9,622.27 due 30 March 2025
Page 1 of 2
$10,662.68
From
Rocket Saas, Inc
100 Market St
San Francisco
CA 94105
United States
To
Shape Software, Inc
175 5th Avenue
New York
NY 10010
United States
Terms
| Name | Qty | Rate | Tax | Price |
|---|---|---|---|---|
| Monthly Platform Fee | 1 | $833.33 | 20% | $833.33 |
| Invoiced Revenue | ||||
| Usage fee | $1,238,805.71 | 0.65% | 20% | $8,052.24 |
INV00423 - $10,662.68 due 30 April 2025
Page 1 of 2
$12,016.02
From
Rocket Saas, Inc
100 Market St
San Francisco
CA 94105
United States
To
Shape Software, Inc
175 5th Avenue
New York
NY 10010
United States
Terms
| Name | Qty | Rate | Tax | Price |
|---|---|---|---|---|
| Monthly Platform Fee | 1 | $833.33 | 20% | $833.33 |
| Invoiced Revenue | ||||
| Usage fee | $1,412,310.50 | 0.65% | 20% | $9,180.02 |
INV00425 - $12,016.02 due 30 May 2025
Page 1 of 2
Everything else. Built in.
In-progress invoices
Track live invoice totals before the billing period ends.
AR insights
Ageing balances and DSO, always up to date.
Bulk actions
Finalize, send, and recalculate
invoices in bulk.
Tax compliance
Reverse charge, tax exempt, and standard sales tax supported.
Accounting dates
Invoice dates that fit your
accounting process.
A billing portal your
customers will actually use.
A branded portal where your customers can view invoices, track usage in real time, and pay, all through a single magic link.
Invoice history
Outstanding, overdue, and paid invoices in one place. Customers can view, download, and pay directly from the portal via a magic link. No account needed.
$15.2k Feb, 26
Real-time usage
For usage-based billing, customers see a live breakdown of events per billing period, per metric. They always know what they're being billed for before the invoice arrives, which means fewer disputes when it does.
Credit balances
Customers with credit grants can track their balance and see every transaction over time. They see exactly what's been used and what's left, so they don't need to ask.
Access control
Portal access is scoped to your customer's verified contacts only. Nobody outside the account can see their invoices or usage data.
Integrated with your
systems of record
Works natively with your CRM, ERP, and CLM.
