Shape Billing

Your automated finance department, with customisable billing plans and invoice designs.

Shape Billing

Your automated finance department, with customisable billing plans and invoice designs.

Control the way that you earn money

With Shape Billing, you can create as many different billing plans as you need and automatically assign them to your merchants as part of your onboarding processes.  Then, sit back and relax as your monthly invoicing routine happens automatically each month and your merchants receive detailed invoice reports on a transaction-by-transaction level.

Manage your invoice payment status within the platform and get notified each time an invoice becomes overdue, whilst automated notifications remind late-paying merchants.

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Enjoy rich functionality as standard

Shape Billing provides the following features as standard:

  • Fixed recurring items

  • Variable transactional items with calculations based on:
    - tiered or volume count logic
    - on count and/or sum of transactions
    - in £ per transaction or as % of transaction value

  • Ad-hoc charges

  • Variable transactional item overrides for minimum charges, with staggered start and end dates

  • IC++ and Blended billing types

  • Credit notes

  • Customisable billing periods and payment terms

  • Free trial periods

  • Discounts

Select from a multitude of design options

As with everything Shape, Billing offers in-depth customisation to keep your invoice designs on-brand.  Choose from a generous selection of layout options, design styles, and custom text fields to ensure that your invoices remain truly bespoke to you.

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Have an active referral network?

Use Shape Billing to create commission plans that automatically calculate a referrer’s share of your earnings, however you split them.  What’s more, Billing will also automatically generate periodic commission statements and issue them to your referrers.  Simply register your referrers in your Shape platform and assign them a commission plan, then watch Shape Billing do the rest!

For those referrers that piggy-back your licence, grant them white-label permissions and allow them to customise their merchant invoices with their branding, whilst your entity and licence information always remains in view.

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