Quote to Cash Process

TimelyBill Features Used During a Typical Q2C Process Flow

To help you understand what our seamless Q2C system looks like, we've put together a list of components involved during the process.

1. Add Customer Information
   • Validate Address via USPS & Geocode
2. Produce the Customer Quote
   • Add Discounts and Bundles
   • Send to the Quote to the Customer
   • Customer Acceptance via DocuSign
3. Convert the Quote to an Order
   • Initiate Workflows
     • Create Internal Tickets
     • Auto-Provisioning
     • Fulfillment
4. Generate and Send the Customer Invoice
   • Recurring and Non Recurring Charges
     • Usage (if applicable)
   • Taxes
   • Payments
   • Adjustments
5. Collect Payment via the Customer Portal
   • Revenue Recognition
   • Dunning (if applicable)
   • General Ledger

Key TimelyBill Features by Category

CRM

Revenue

Billing

Products

Reports

Provisioning

Operations

Portals

Customer Management Components

• Billing & CRM Core
• Multiple Organizations
• Address Validation
• Payment Management
• ACH & Credit Card Processor
• Adjustment & Credit Management
• Quoting Component
  • Quote to Cash Process
• Order Management System