Billing & Subscriptions
The SaaS module integrates with Perfex CRM's built-in billing system to handle invoicing, payments, and subscription management. This means you don't need a separate billing tool โ everything happens within Perfex CRM.
How Billing Worksโ
Here's the billing lifecycle:
Tenant signs up โ Selects a plan โ Invoice generated
โ
Payment received โ Subscription activated โ Access granted
โ
Billing cycle ends โ New invoice generated โ Payment due
โ
Payment received โ Subscription renewed โ Access continues
Invoice Generationโ
Invoices are generated automatically based on the billing cycle you set for each plan:
| Billing Cycle | Invoice Generated |
|---|---|
| Monthly | Every month on the subscription start date |
| Quarterly | Every 3 months |
| Semi-annually | Every 6 months |
| Annually | Every 12 months |
Payment Methodsโ
The module supports all payment gateways that Perfex CRM supports:
| Gateway | Type | Notes |
|---|---|---|
| Stripe | Credit/Debit cards | Most popular, recommended |
| PayPal | PayPal balance, cards | Widely trusted |
| Bank Transfer | Manual bank transfer | You need to confirm payment manually |
| Authorize.net | Credit/Debit cards | Popular in the US |
| 2Checkout | Multiple methods | International |
| Razorpay | UPI, cards, wallets | Popular in India |
| Mollie | European methods | Popular in Europe |
| + Many more | Various | Any Perfex CRM payment gateway works |
Managing Subscriptionsโ
View All Subscriptionsโ
Go to Subscriptions in the main Perfex CRM sidebar to see all active subscriptions.
View a Specific Tenant's Subscriptionโ
- Go to Customers
- Click on the tenant
- Check the SaaS Tenant section for subscription details
Change a Tenant's Planโ
- Open the tenant's profile
- Go to the SaaS section
- Change the plan assignment
- New limits apply immediately
Cancel a Subscriptionโ
- Open the tenant's profile
- Remove or expire their plan assignment
- The tenant will lose access at the end of their billing period (or immediately if you choose)
Revenue Trackingโ
Perfex CRM gives you built-in tools to track your SaaS revenue:
- Dashboard โ Shows total revenue, outstanding invoices
- Reports โ Detailed financial reports
- Invoices โ List all invoices with status (paid, pending, overdue)
Revenue Tip: Set up automatic payment reminders in Perfex CRM (Setup โ Email Templates โ Invoice Reminders). This significantly improves payment rates and reduces manual follow-up.
Common Billing Questionsโ
Can I offer discounts?โ
Yes! Create coupon codes or offer different pricing in plan settings. You can also manually adjust invoice amounts for specific tenants.
Can I offer a free plan?โ
Yes! Create a plan with $0 pricing. Set the limits lower than paid plans to encourage upgrading.
Can I charge setup fees?โ
Yes! You can add a one-time setup fee as a line item on the first invoice.
How do refunds work?โ
Use Perfex CRM's standard credit note system. Go to the tenant's invoices and issue a credit note.
Billing mastered! Next, explore the Customer Experience section to understand what your tenants see and experience.