Every billing model.
One connected revenue system.
Create products, plans, quotations, orders, invoices, subscriptions and payment links. Collect payments and keep every customer record connected from sale to renewal.
Billing, payments, subscriptions and accounting work together inside EnOpSy.
| Customer | Invoice | Amount | Method | Status |
|---|---|---|---|---|
| Northstar Labs | INV-24081 | USD 2,400 | Card | Paid |
| BrightPath Media | INV-24082 | USD 1,250 | Bank Transfer | Pending |
| Orbit Systems | INV-24083 | USD 4,800 | Payment Link | Overdue |
All dashboard numbers shown are sample interface data, not EnOpSy company statistics.
From approved sale to collected revenue
Create everything your business sells
- Physical products
- Digital products
- Services
- SaaS products
- API products
- Credit products
- Usage products
- Subscription products
- One-time products
- Free products
- Add-ons & setup services
- Support plans
Sample product record
Turn products and limits into clear customer plans
Growth Plan
Plan features
- CRM
- Billing
- Marketing
- HRMS
- Support
- Drive
- Reports
- API Access
Different customers may receive custom plans without changing the main public plan.
Use the billing model that matches the product
Create a clear offer before the invoice
- Customer details
- Products & plans
- Discounts & taxes
- Terms & notes
- Expiry date
- Payment terms
- Sales person
- Internal approval
Keep every confirmed sale organised
Orders can be created from an accepted quotation, CRM deal, customer portal, sales user, API, subscription signup, payment link or manual entry.
Order status options
Create invoices that match the customer and the sale
Supports manual, order-based, subscription, usage, recurring, milestone, advance, partial, final and pro forma invoices, plus credit and debit notes.
| Product | Qty | Rate | Tax | Amount |
|---|---|---|---|---|
| EnOpSy Growth | 25 | USD 4.99 | 5% | USD 131.00 |
Invoice controls
- Send by email
- Share secure link
- Download PDF
- Record payment
- Add credit note
- Send reminder
Invoice statuses
Set billing rules for each company or customer
- Default & supported currencies
- Currency conversion
- Tax-inclusive / exclusive pricing
- GST, VAT, sales tax
- TDS & withholding tax
- Tax exemptions
- Invoice, order & quote numbering
- Financial year
- Rounding rules
- Due date & payment terms
- Invoice footer & legal text
- Company bank details
Tax settings are configurable tools. Each business remains responsible for checking its local tax and invoice requirements.
Record every payment against the correct invoice
- Credit / debit card
- Bank transfer
- Payment link
- Digital / customer wallet
- Cash & cheque
- Manual payment record
- Gateway payment
- Partial / split payment
Payment statuses
Connect the payment methods your business uses
Payment routing options
- Route by currency
- Route by country
- Route by product
- Route by transaction value
- Use backup gateway
- Allow manual payment
Gateway features, countries and charges depend on the third-party payment provider.
Collect payment without building a checkout page
- One-time payment
- Invoice payment
- Deposit
- Subscription signup
- Product purchase
- Custom amount
- Outstanding balance
- Donation
Manage the full recurring customer relationship
- Upgrade & downgrade
- Pause & resume
- Proration
- Grace period
Charge customers based on what they use
- Included allowance
- Overage rate
- Usage reset date
- Usage alerts
- Hard & soft limits
- Stop service
- Allow overage
- Add more credits
Give customers a simple prepaid balance
- Credit purchased
- Invoice paid from wallet
- Promotional credit added
- Usage deducted
- Refund returned to wallet
- Wallet balance
- Credit purchase
- Promotional credits
- Refund credits
- Expiring / non-expiring credits
- Product-specific credits
- Auto recharge
- Low-balance alerts
Follow up before an unpaid invoice becomes a problem
Reminder Channels
Rules Based On
Manage failed subscription payments with clear rules
Controls
Automatic retry options depend on the connected payment gateway.
Keep changes and returns linked to the original transaction
- Full & partial refund
- Wallet & gateway refund
- Credit & debit note
- Invoice correction
- Order cancellation
- Prorated adjustment
Let customers manage billing without contacting support
Customers can view and accept quotations, download invoices, make payments, add payment methods, upgrade plans, add users, buy credits, view usage, download receipts, request refunds and update billing details.
Control who can create, approve and change billing records
| Permission | Billing Admin | Finance Manager | Sales Manager | Sales User | Support User | Accountant | Viewer |
|---|---|---|---|---|---|---|---|
| Create quotation | Yes | Yes | Yes | Yes | No | No | No |
| Approve discount | Yes | Yes | Yes | No | No | No | No |
| Create invoice | Yes | Yes | No | No | No | Yes | No |
| Record payment | Yes | Yes | No | No | No | Yes | No |
| Issue refund | Yes | Yes | No | No | No | No | No |
| Connect gateway | Yes | No | No | No | No | No | No |
| View reports | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Large Discount
Refund
Manual Payment
Customer revenue moves into accounting without duplicate entry
- Customer & invoice number
- Payment reference
- Product & tax
- Currency & payment method
- Revenue category
- Sales person & cost centre
- Transaction date
- Refund & credit note
Billing manages the customer transaction. InEx manages the accounting record.
Keep the sale connected from the first lead to the final payment
Understand what was billed, paid, pending and overdue
Revenue Over Time
Revenue by Product
Outstanding Invoice Age
All figures shown are sample interface values for illustration only.
Let billing actions start the next business process
- Create order
- Create invoice
- Notify sales person
- Activate subscription
- Send receipt
- Create InEx record
- Send customer notice
- Create internal task
- Start retry flow
- Create invoice
- Charge payment method
- Update next billing date
Keep every billing change recorded
- Role-based access
- Two-factor authentication
- Encrypted connections
- Audit & login logs
- Invoice & payment edit history
- Refund approval history
- Export & API logs
- Webhook logs
- IP rules & session control
| Date | User | Action | Record | Old Value | New Value | IP | Status |
|---|---|---|---|---|---|---|---|
| 17 Jul 2026 | M. Lee | Edited invoice | INV-24081 | USD 2,200 | USD 2,400 | 102.x.x.12 | Approved |
| 16 Jul 2026 | S. Rao | Approved refund | PAY-84031 | Pending | Approved | 102.x.x.44 | Completed |
Card information should be handled by the connected payment provider according to its supported payment flow.
Billing connects the customer to the whole business
Billing for different business models
Frequently asked questions
What is EnOpSy Billing?
EnOpSy Billing is a connected system for products, plans, quotations, orders, invoices, payments, subscriptions, usage, credits and customer revenue.
Is Billing the same as InEx?
No. Billing manages customer sales and payments. InEx manages accounting, expenses, ledgers, reconciliation and financial reports.
Can EnOpSy manage recurring subscriptions?
Yes. Businesses can create recurring plans, billing cycles, trials, renewals, upgrades, downgrades, pauses and cancellations.
Can I create one-time invoices?
Yes. Users can create one-time invoices directly or create them from quotations and orders.
Can I connect my own payment gateway?
Supported payment gateways and custom payment connections can be configured based on the EnOpSy plan and provider requirements.
Can customers pay using a payment link?
Yes. Businesses can create secure links for invoices, one-time payments, deposits, products and subscriptions.
Does EnOpSy support usage billing?
Yes. Billing rules can use values such as users, API calls, credits, storage, messages or other measurable usage.
Can customers manage their own subscriptions?
The customer portal can allow customers to view invoices, make payments, manage payment methods, view usage and request plan changes.
Can billing records move into accounting?
Completed invoices, payments, refunds and tax details can be connected with EnOpSy InEx accounting records.
Does EnOpSy guarantee payment success?
No. Payment results depend on the connected payment provider, the customer's payment method, banking networks and other external conditions.
Turn every sale into organised revenue
Create products, send quotations, collect payments, manage subscriptions and keep billing connected with CRM and accounting.
Products, invoices, payments, subscriptions and accounting in one connected system.