SOPIQ Ledger · Recurring billing

Ledger.
The monthly bill, built
from the systems that know the counts.

Every month the platform counts what each customer has, prices it from the agreement, and hands you an invoice to approve.

Start with SOPIQ Ledger $19 per user
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30 day trial on each module
Microsoft 365, GCC High and Google
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What is in it

Every feature,
no light version.

Agreements, the price book, periods built from Pax8, Datto, Ingram and spreadsheet counts, approval, invoices, credits, QuickBooks Online, renewals, the escalator, change authorisations.

Agreements and the price book

  • One agreement per customer with fixed lines, counted lines, follow-another-line quantities, terms and renewals
  • Three prices per product (month to month, annual billed monthly, annual up front) and the suggested retail from Pax8
  • The 3% escalator, services-only discounts, paid-through dates, change authorisations the customer approves

Counts from the linked systems

  • Pax8, Datto RMM, BCDR and Network Manager, Ingram Micro, spreadsheet feeds, and the platform's own module counts
  • Rules that map what a system calls a thing to what you sell, most specific rule wins, tested before it runs
  • A count with no product is shown so nothing goes unbilled by accident

Periods and invoices

  • One period per customer per month, refreshed nightly until approved, then frozen
  • Invoices with the breakdown by location, proration, one-off invoices, credits and credit notes
  • The customer's statement page, PDF, email from here or from QuickBooks
  • QuickBooks Online: every invoice posted with the same number, lines and tax; balances read back nightly so a period shows paid

Watching

  • Changes across months, MRR, renewals due, what changed for whom
  • Per-customer service targets on the agreement that the desk honours
$19 per user, annual commitment billed monthly; month to month available; two months free paid up front. Added to an Asteroniq account per user; the first thirty days are free. The first thirty days of the module are free.
Works with

The rest of the platform
is one click away.

Project management

SOPIQ Chart

Plans, people and time, with the project page the customer sees.

Explore SOPIQ Chart →

Start with SOPIQ Ledger.
Thirty days, no charge.

Tell us who you are and we set the account up within one business day.

Start with SOPIQ Ledger See the pricing