ARR, invoices & requests
The ARR ledger, invoices, requests and churn analytics.
The ARR ledger
Audit every recurring revenue movement in your workspace, see net change quarter-to-date and year-to-date, and filter by event type.
Finance · 5 min readChurn analytics
Analyze historical churn impacts on recurring revenue, evaluate churn reason distributions, monitor monthly ARR loss trends, and track all-time lost ARR.
Finance · 5 min readInvoices
Manage customer invoices and credit notes, track running balances and net payable totals, attach PDF documents, and issue new billing statements.
Finance · 5 min readFinance requests
Handle billing requests from Customer Success Managers: filter by approval status, check the suggested terms, and turn a request into an invoice.
Finance · 5 min read