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Billing & Subscriptions

The invoice that matchesthe deal. Every time.

Subscriptions, usage, and renewals billed from the same data the quote was priced and the contract was signed on. Nothing re-keyed, nothing reconciled, nothing leaked.

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  1. The subscription runs on the contract it was sold under.
  2. A mid-term change is rated — proration and usage, from the same data.
  3. The invoice is a receipt: every line traceable to the deal.
No re-entry between deal and invoiceBilling runs from the same data as the quote and contract.
Per-unit truthEvery deployed unit: what it’s entitled to, what it consumed, what it renews at.
Changes that executeUpgrades, downgrades, co-terms, cancellations — with proration, automatically.
Your ERP stays your ERPGenesis executes the billing that feeds your financial system of record.

The problem

Revenue leaks quietly, at billing.

The subscription change was emailed to someone. The usage came from a report. The uplift was in the contract — the PDF one. By invoice time it’s a reconciliation project: what did we sell, what did we deliver, what may we bill? Every gap between those three is margin you earned and didn’t collect.

What the billing engine does

The invoice stops being an argument. It starts being a receipt.

Invoices from the same data

Billing runs from the same data the deal was quoted and contracted on. There’s no re-entry step between the promise and the invoice.

Per-unit truth

Subscriptions, entitlements, and usage anchor to each deployed unit — what it’s entitled to and what it consumed. Coverage is computed live from the contract that granted it, so it can’t drift.

Changes and renewals that execute

Upgrades, downgrades, co-terms, and cancellations run with proration and effective dating. The uplift in the contract is the uplift on the invoice, because they’re the same data.

In your world

ManufacturingProgress billing and parts invoices reconciled by hand against the original quote. Here, the invoice comes from the quote’s own data.ManufacturingEquipment, Devices & ConnectivityEvery deployed unit has its own coverage, meter, and renewal date — tracked in a spreadsheet. Here, the install base is the billing truth.Equipment, Devices & ConnectivitySaaSUsage revenue leaking between the meter and the invoice. Here, the meter and the invoice are one system.SaaS

Billing isn’t the end of the deal. It’s where the deal proves it executed.

In stitched-together stacks, billing is where four systems’ disagreements surface as credit memos. Here, the quote, the contract, the entitlement, and the invoice are one continuous record — so the invoice isn’t an argument, it’s a receipt. Your ERP and general ledger stay the financial system of record; Genesis executes the billing that feeds them.

Configure Price Quote (CPQ)Contracts (CLM)Commerce & StorefrontPortalsWhy Execution

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Frequently asked questions

No. Your ERP and general ledger stay the financial system of record — Genesis executes the billing that feeds them.

Yes — seats, usage, tiers, and minimums combine in one subscription, with metered consumption resolving to the invoice alongside recurring charges.

Upgrades, downgrades, add-ons, co-terms, and cancellations run as events with proration and effective dating — not tickets someone translates.

Entitlement is computed live from the contract, warranty, and subscription that granted it — so it’s correct at the moment it’s billed, not a copy that drifted.

Metered consumption resolves against the same subscription the customer was sold — so what’s measured, what’s entitled, and what’s invoiced stay one record.

No. It runs on Salesforce as an overlay — your CRM and data stay where they are.

The revenue you invoice is the revenue you intended.

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