In Get to Know Togai, we shed light on all the features we have that don’t get enough spotlight on the homepage.
Whether you’re new to Togai or looking to maximize your use of our platform, here’s a rundown of key features designed to make billing, payments, and invoicing seamless for your business.
1. Payments & Wallets for Post-Invoicing Management
With Togai’s built-in payments management, you can handle post-invoicing processing and receivables directly on the platform. Here’s how we make payments simple:
- Payments Tracking: Mark invoices as “Paid” or record detailed payment entries per account. Every payment can be tracked as a ledger entry, making it easier to manage and verify transaction history.
- Wallet Feature: Record prepayments or advances as wallet balances for customers. Use this feature to net-off balances against due invoices or let customers hold a balance for future usage. Wallets are ideal for managing advance payments and offering flexible payment options to your customers.
Example: A SaaS client with high seasonal usage pays an advance amount into their wallet. This balance is used to automatically cover their upcoming invoices. If the wallet balance is low, Togai can even trigger an alert to prompt them for a top-up.
2. Credits that Offer Flexible Options for Customer Incentives
Togai’s credits feature allows you to provide financial incentives in various forms, from usage units to specific currency amounts. Here’s how credits can work for you:
- Flexible Application: Apply credits across entire invoices or target specific items, such as add-ons, usage meters, or fixed fees. Set priorities to control how credits are applied, especially when multiple credits are available for a customer.For instance, you want to upsell to a customer and want to discount a particular feature/service but not on their entire invoice. Then the customer is eligible for a $100 promotional credit. You can apply this across the whole invoice or restrict it to specific services, like add-ons or usage charges, depending on the terms of the promotion.
- Promotional Credits: Easily add and manage promotional credits within the customer tab. Specify the amount, set expiration dates, and prioritize the order of use to tailor incentives to individual customers’ needs.
3. Invoice Templates to Tailor Invoices that Reflect Your Brand
Make your invoices as unique as your brand with Togai’s customizable invoice templates:
- Design Flexibility: Use our WYSIWYG editor or upload your own HTML template. Adjust layouts, fonts, colors, headers, and footers, and add your logo for a cohesive, branded experience.If you have a company with regional offices, each requiring a different logo and contact information on their invoices. Togai’s template feature allows you to design region-specific templates, providing a tailored experience for each office’s clients.
- Template Association: Assign templates to specific accounts or groups to ensure consistency across all invoices for those customers, creating a seamless and personalized billing experience.
4. Invoice Groups: Simplify Billing with Consolidated Invoices
For customers with multiple accounts or those who manage multi-team structures, Togai’s invoice grouping feature consolidates invoices into one, helping you streamline the billing process.
- Multi-Account Organizations: Group invoices for customers with multiple accounts, such as test and production environments or different teams within a company.If you have a client with both a test and a production account. Togai can consolidate both accounts into a single invoice for simplicity, so they receive one bill covering all usage for that period.
- Automatic Grouping: All invoices due on the same day for accounts within the same group and currency are automatically consolidated, reducing complexity for both you and your customer.
These are just a few ways Togai can help simplify your billing and invoicing, saving you time and cutting down on manual work. Togai’s platform is designed to handle a wide range of pricing needs, giving you the flexibility to meet different customer requirements.
Want to see how Togai could work for your business? Schedule a demo or explore our documentation!
