Features1 min read

Billing & Invoicing: The Settlement Layer

The final stage of the Aforo revenue lifecycle. Rated data becomes finalized invoices, synced to your ERP and payment gateway.

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The Meter-to-Cash Flow#

Aforo automates the transition from raw infrastructure usage to a finalized ledger entry in four stages:

1

Continuous Aggregation

As meters hit the gateway, Aforo maintains a running subtotal for the billing period. Every event is validated, deduplicated, and enriched in real time.

2

Rating Execution

At cycle end (or threshold breach), the 10-Stage Pipeline calculates the final amount — applying pricing models, commits, discounts, and tax.

3

Drafting & Review

Aforo generates a Draft invoice. Finance teams can review, apply manual overrides, or approve before finalization. Full audit trail on every change.

4

Issuance & Sync

The finalized PDF is sent to the customer. Data syncs to your ERP (NetSuite/Xero) and payment gateway (Stripe). No manual data entry.

Global Enterprise Features#

FeatureDescriptionBenefit

White-LabelingCustomizable HTML/PDF templates with your logo and brandProfessional, native customer experience

Multi-Currency135+ currencies with automated exchange rate conversionSell to anyone, anywhere, in their local currency

Automated TaxAvalara and Vertex integration for real-time VAT/GSTStay compliant without manual tax tables

Proration EngineAutomatic calculation for mid-month plan changesAccurate billing for dynamic SaaS growth

Prepaid WalletsReal-time credit drawdown with balance trackingSupport commit-based and prepaid contracts

DunningAutomated retry with escalation (pause → suspend → cancel)Recover failed payments without manual intervention

ERP & Payment Sync#

Aforo pushes finalized billing data to your existing financial stack. No manual CSV exports. No copy-paste.

StripePayments

Automated invoice collection, payment method management, and subscription sync

NetSuiteERP

Invoice line items, revenue recognition schedules, and customer records

XeroERP

Automated invoice creation with multi-currency support and bank reconciliation

QuickBooksERP

Simplified invoice sync for mid-market with automated categorization

VertexTax

Real-time tax calculation for 200+ jurisdictions with automated filing

AvalaraTax

Sales tax, VAT, and GST compliance with automated return preparation

The Customer Billing Portal#

Every Aforo implementation includes a white-labeled Customer Portal. Self-service billing reduces support tickets by giving users direct access to their financial data.

Real-Time Usage

Live burn-down chart showing current period consumption vs. quota

Invoice History

Download PDF invoices. Filter by period, status, or amount.

Payment Methods

Self-manage Credit Card, ACH, and SEPA payment methods.

Spending Alerts

Set threshold alerts to avoid end-of-month surprises.

CFO Note: The Single Source of Truth#

CFO BRIEFING / REVENUE ASSURANCE

Every line item on an Aforo invoice can be traced back to the specific Gateway Request ID that generated it. The immutable audit trail connects the metering event → the rating calculation → the invoice line → the ERP journal entry. This chain is unbreakable and non-repudiable. For month-end close, Finance teams can reconcile the entire billing period in hours, not weeks.