Billing Management

Automated Communications

Automated Email Notifications

Subscriptions require automated communications. Users need to understand charges and changes related to their subscriptions. Recurly automatically notifies your users with our automated emails, which are sent on behalf of your business.


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Professional and Customizable

Recurly emails are highly customizable to reflect the 'voice' of your brand. Our communication systems ensure that you communicate promptly with your customers for any event related to their subscription.

Coupons and Discounts

Easily Create Coupons and Discounts

Discounted price promotions and "special offers" are very effective tools for growing any business. Recurly makes it easy to define and manage numerous promotional offers in a simple console interface so that you don’t spend time customizing your billing to sync with your marketing needs.


Flexible Offer Types

Percentage & Total Dollar Discounts

Easily apply percentage discounts or take fixed dollar amounts off of the price of a subscription.

Fixed Number Offers

"Scarcity creates demand"–limit your offers to a fixed number available, and Recurly handles the count until the promotional code is no longer valid.

One-Time, Fixed Period or Evergreen Offers

Easily apply promotions to a fixed number of billing periods (25% off for the first 6 months), or apply the discount throughout the duration of a subscription.


Coupon Code Validation and Expiration

Once a coupon or discount code has been defined, Recurly handles the rest of the work—from code validation to expiration management and clear communication of discounts applied to customer invoices.

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One-Time Transactions

Easy to Process Now, Then Upsell Later

Recurly helps merchants process One-Time Transactions easily. This capability helps companies that might offer items for purchase, which lead to a subscription for premium services at a later date.

One-Time Transactions are processed via Reculy’s API, and when a transaction is processed, a user account is automatically set up for the customer. This makes it easy for merchants to track their customers in Recurly, providing an easy method to upsell and migrate customers to paying subscribers.

Taxes

Collect Sales Tax

Calculate and collect sales tax for any charge managed within Recurly and rest assured that your tax charges are calculated from the most current tax rates, rules and jurisdiction information.

Free for all Recurly customers, our basic tax support includes tax calculations for the United States, Canada, Australia, New Zealand, as well as self-defined rates for European VAT.


Need Advanced Sales Tax Support?

Recurly’s Avalara AvaTax integration provides Avalara customers with advanced taxability and jurisdiction rules as well as detailed sales tax reporting. Whether you plan to self-file your taxes or simply need additional logic for specific tax codes or exemption options, enabling Avalara inside your Recurly account is easy.

Not an Avalara customer? Contact us to learn more.

Invoicing

Invoice Your Customers

Do you have customers who want to pay by cash or check? Send them a traditional invoice to collect payment.

Recurly allows you to choose between payment collection options, empowering you to customize your collection method to your customer’s needs and manage all your billing activities in one place. Invoices and payments are easily managed through our intuitive account management dashboard. As customers submit either full or partial payments offline (cash, check, other) simply record their payment in Recurly to centralize your billing insights.


Here’s How it Works

As you set up customer subscriptions, choose between two collection methods:

Automatic (billing on file) Manual (send invoice)

Once your manual invoice has been generated, use new custom email templates to send your customers their invoice details. Should you prefer to print your invoices and mail them to customers, Recurly will now also store your customer’s physical address—helping you centralize your billing process.

Dunning management is just as important for manual invoicing as it is for credit card payments to help ensure successful payment transactions. A set of dunning rules can be customized for manually invoiced customers. Managed separately from your credit card dunning rules, this dunning sequence will kick off after an invoice has exceeded its net terms + 1 day.

Payments made online are managed from your account details page. Both full and partial payments made offline (cash, check, other) can be recorded in Recurly as you receive them and are also easily managed through this same account page.

Contact us at sales@recurly.com to find out more about this Enterprise feature.

Metered Billing

Handle Variable Pricing with Ease

If your business requires that you bill your users based on variable usage, Recurly has an easy solution to accommodate your needs.

Simply post customer usage to Recurly, and we "sweep" the variable charges into the customer’s next invoice as a line-item charge.

If your business requires metered billing for variable usage, please refer to our documentation to help you take advantage of this advanced capability. Recurly will get your metered billing solution up and running for a fraction of the time and expense of other billing providers.

Intelligent Payment Routing

Route Payments to the Best Gateway

Businesses greatly benefit from Recurly’s ability to route payments to the appropriate gateway based on easily configurable rules.

Avoid Paying Unnecessary Fees

Route payments to the optimal payment gateway based on a variety of transaction types.

Ensure Highest Availability

In the event of failed communications, your team can manually reset Recurly to route payments to another gateway. Route them back once communications are restored.

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