Billing & Subscriptions

Manage billing cycles, invoices, payments, and subscriptions for your tenants. Understand how the billing system works.

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 — everything happens within Perfex CRM.

How Billing Works

Here's the billing lifecycle:

Tenant signs up → Selects a plan → Invoice generated
        ↓
Payment received → Subscription activated → Access granted
        ↓
Billing cycle ends → New invoice generated → Payment due
        ↓
Payment received → Subscription renewed → Access continues

Invoice Generation

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 Methods

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 Subscriptions

View All Subscriptions

Go to Subscriptions in the main Perfex CRM sidebar to see all active subscriptions.

View a Specific Tenant's Subscription

1. Go to Customers

2. Click on the tenant

3. Check the SaaS Tenant section for subscription details

Change a Tenant's Plan

1. Open the tenant's profile

2. Go to the SaaS section

3. Change the plan assignment

4. New limits apply immediately

Cancel a Subscription

1. Open the tenant's profile

2. Remove or expire their plan assignment

3. The tenant will lose access at the end of their billing period (or immediately if you choose)

Revenue Tracking

Perfex CRM gives you built-in tools to track your SaaS revenue:

• Dashboard — Shows total revenue, outstanding invoices

• Reports — Detailed financial reports

• Invoices — List all invoices with status (paid, pending, overdue)

Revenue Tip: Set up automatic payment reminders in Perfex CRM (Setup → Email Templates → Invoice Reminders). This significantly improves payment rates and reduces manual follow-up.

---

Common Billing Questions

Can I offer discounts?

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?

Yes! Create a plan with $0 pricing. Set the limits lower than paid plans to encourage upgrading.

Can I charge setup fees?

Yes! You can add a one-time setup fee as a line item on the first invoice.

How do refunds work?

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.