BillCadenceDiscuss Your Workflow

Seat and plan change management

Turn seat and plan changes into the correct next invoice.

Your product or customer report knows who changed. Your repeating invoice template does not. BillCadence is designed to turn approved quantities, plans, and effective dates into reviewable billing changes.

Discuss Your Billing WorkflowSee how BillCadence works
Private beta participation is free.

The breaking point

The source of the change and the source of the invoice are disconnected.

  • Updated quantities or plans arrive in an admin report, spreadsheet, CRM, or email.
  • Finance must match each change to the right customer and billing terms.
  • Mid-cycle changes introduce prorated charges or credits.
  • Every manual handoff creates another opportunity for missed revenue or an incorrect invoice.

A controlled workflow

Move from a customer change to an approved invoice without losing the context.

BillCadence is designed to keep subscription changes visible and reviewable before they become accounting transactions.

  1. 01

    Bring in the proposed changes

    Collect approved customer, quantity, plan, price, and effective-date information for review.

  2. 02

    Match billing context

    Connect each proposed change with the existing subscription schedule and customer terms.

  3. 03

    Review the impact

    See the before-and-after subscription, proration, and upcoming invoice amount.

  4. 04

    Approve and post

    Resolve exceptions, approve ready changes, and create invoices in QuickBooks Online or Xero.

  5. 05

    Reconcile

    Confirm that the approved billing result matches what was posted to the ledger.

A practical example

Thirty customer uplifts should become one controlled review—not thirty separate projects.

Before BillCadence
  • Export a customer or usage report
  • Check every account manually
  • Update templates one at a time
  • Recalculate and verify every affected invoice
With BillCadence
  • Bring proposed changes into one change set
  • Review matched customers and exceptions
  • Approve billing impact together
  • Post and reconcile the resulting invoices

Keep your accounting system

BillCadence manages future billing. QuickBooks Online or Xero remains the ledger.

Review subscription schedules and invoice intent in BillCadence, then create approved invoices in the accounting system your team already uses. Posted invoices, payments, credits, and the books stay there.

Show us your last difficult seat or plan change.

Bring the report, spreadsheet, or process you already use. We’ll explore how BillCadence could turn it into a reviewable billing run.

Discuss Your Workflow