VertexBilling that closes the loop.
Quotes, branded invoices, subscriptions, smart dunning and multi-currency — all in one system, with Stripe as the source of truth and a self-serve billing portal your customers actually enjoy.
Stripe-synced · USD/EUR/GBP with live FX · your accounts, your keys
From quote to paid invoice, without the busywork.
Build a quote, turn it into a branded invoice with one click, and send a PDF plus a hosted payment link. The customer pays, the books reconcile, and the deal closes — same record, end to end.
- Quotes that convert to sales orders and invoices in a click
- Branded invoices as PDF with a hosted Stripe payment link
- Tax rules and bank accounts applied automatically
- Xero & QuickBooks sync keeps your books current
Stripe is your source of truth — when you want it.
Link a product and Stripe owns the truth: subscriptions, invoices and payments sync both ways, no double entry. Built something in Vertex first? One click pushes the product and price into Stripe and links them.
- Two-way sync for linked products, prices and subscriptions
- One-click "Push to Stripe" for anything unlinked
- Smart dunning retries, branded reminders, payment links
- Webhooks keep Vertex and Stripe in lockstep
A billing portal your customers run themselves.
Customers see their plan, usage and invoices, switch or upgrade through Stripe Checkout, and manage payment methods — while entitlements flip plan gates and quotas the instant a plan changes.
Plan, usage & invoices
One clear dashboard: current plan, real-time usage against quota, and every invoice as a downloadable PDF.
Switch & upgrade
Self-serve upgrades and downgrades via Stripe Checkout, with proration handled for you — no support ticket required.
Entitlements enforced
Plan gates and quotas update the moment a plan changes — features turn on, limits adjust, all automatically.
Upgrades that don't need you.
Your customers manage the whole relationship without a support ticket. When they hit a quota, the portal nudges the upgrade, runs Stripe Checkout, and entitlements flip the moment payment clears.
- Self-serve checkout, upgrades and payment methods
- Live usage against plan quotas, in their own dashboard
- Branded invoices and receipts as PDF
- Plan gates & quotas enforced automatically
Know exactly where the money moves.
MRR waterfall, NRR and GRR, expansion and churn — reconciled against the same records that run your CRM, so every dollar traces back to a customer.
MRR waterfall
New, expansion, contraction and churn broken out month over month — see what built this month's number.
Marketing analyticsNRR & GRR
Net and gross revenue retention tracked over time, so expansion and churn are never a surprise at board time.
Expansion & churn
Spot upsell momentum and at-risk cohorts early — with retention offers ready to fire for OTT and SaaS.
OTT & streamingDraft invoices, orders and subscriptions by chat.
Ask in plain English. The assistant drafts invoices, sales orders and subscriptions as result cards you approve — money actions always route through your sign-off, scoped to your permissions and audited.
- Draft invoices, quotes, orders and subscriptions on request
- Multi-currency with live FX, applied automatically
- Nothing sends or charges without your approval
- Every action audited and scoped to your role
Billing questions, answered.
Is Stripe the source of truth for billing?
When a product is linked to Stripe, Stripe is the source of truth — subscriptions, invoices and payments sync both ways. For anything not yet linked, a one-click "Push to Stripe" button creates the product and price in Stripe and links them, so you never maintain two catalogs by hand.
Which currencies and tax rules does Vertex support?
Vertex bills in USD, EUR and GBP with live FX, so a single catalog can serve customers across regions. Tax rules, bank accounts and per-region pricing are configured once and applied automatically to quotes and invoices.
Can my customers manage their own subscription?
Yes. The tenant billing portal lets customers see their plan, usage and invoices, switch or upgrade plans via Stripe Checkout, and update payment methods — fully self-serve, with entitlement enforcement applying plan gates and quotas the moment a plan changes.
How does dunning work?
Smart dunning retries failed payments on a schedule, emails branded reminders with a payment link, and escalates only when needed. Recovered revenue and at-risk accounts surface in your revenue reports automatically.
Do invoices and revenue sync to my accounting tools?
Yes. Vertex syncs invoices and payments to Xero and QuickBooks, so your books stay current without manual re-entry. Branded invoices ship as PDFs with a hosted payment link.
Turn billing into a growth lever.
Run quotes, invoices, subscriptions and the customer portal from the same system that runs your pipeline.