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ChikPea Order to Billing (O2B)

The Subscriber Relationship Management (SRM) solution native in Salesforce

Overview

  • Flexible Product Catalogue: Bundle multiple services, items, rates - relationship pricing - Customize product pricing based on customer needs - Service Renewal - Auto renewal for any period or creates bills automatically on renewal

  • Subscription Change: Your customer can add or remove any plan or item; Discounted plans or items for any period; Volume Billing - Generate bills for multiple customers simultaneously using Force.com; Batch capability

  • Billing Options: Anniversary billing, pro-rating, advance billing; Metering: Metering can be done based on flat or tiered rates; Payment options: Credit Card, Check, ACH - Auto payment - charge credit cards and automatically send receipt to customer

Built on the SalesForce platform, ChikPea Order to Billing (O2B) is the complete Subscription Billing solution, whether leasing items, selling content or services. O2B allows you to manage bundling, ordering, rating, metering, billing requirements and global payments. Bundle or unbundle complex offerings, customize pricing for subscribers, track installed Assets or modify subscriptions. Upload and Rate Usage Data. Generate monthly Bills or Bill for any specific period, you can charge customers for Recurring, Non-recurring and One-time. Manage all your Bill adjustments, Partial payments, Disputes - all within Force.com. Offers usage rating with advanced rating rule engines to interpret various data sources for complex rate calculations. Able to support multi-currency and multi-language. Out of the Box multiple payment options include ACH and PCI Compliant Credit Card processing through integration with Authorize.net and PayPal Out of the Box Tax integration with SureTax and Avalara

Categories

Business Needs
Ecommerce
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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