Billing automation for SaaS, from invoice run to general ledger
Billing automation runs the repeatable work of SaaS billing for you: invoice runs, proration, renewals, dunning, sales tax and the journal entries that land in your general ledger. Bunny is SaaS billing, CPQ and RevOps for B2B SaaS, so the rules that bill a customer are driven by the same subscription your sales team quoted.
What should you automate in SaaS billing?
Anything that happens on a schedule or follows a rule. In a B2B SaaS business that is six jobs, and Bunny runs all of them from the subscription itself.
A bill run every morning, not a billing week
Bunny’s bill run executes daily in each entity’s timezone. It picks up every account whose billing day it is, aggregates usage, calculates tax and generates the invoice. Mid-cycle changes can be queued and consolidated into the next invoice instead of sending customers a stream of small ones.
Mid-term changes priced to the day
Add 100 seats in April on an annual contract and Bunny charges for the nine months that are left. New subscriptions are co-termed with the account’s billing day, so proration is a rule, not a spreadsheet formula someone has to remember.
Renewals that happen on time, at the right price
Evergreen subscriptions renew automatically, and price adjustments apply a contracted uplift or the latest catalog price on the billing day. Negotiated renewals become a quote your rep can adjust — see renewal management.
Late payments chased without anyone chasing
Predefined dunning workflows send payment reminders based on each account’s payment terms, customers pay in the portal by card or bank, and the collections dashboard ages what is left at 30, 60 and 90 days. More on dunning management.
Sales tax and VAT on every invoice
Connect Avalara AvaTax or Kintsugi, or switch on Simple Tax for flat-rate countries with EU VAT number validation built in. Tax is estimated on the quote and calculated when the invoice is produced, renewals included.
Journal entries that post themselves
Every invoice and payment creates double-entry journal entries in Bunny. Sync them to QuickBooks Online or Xero against your own chart of accounts, push invoices and payments to AccountsIQ, or export CSV for anything else.
Usage billing is automated the same way
Send usage records through the API and the bill run rates them against flat, tiered, volume or banded pricing and bills them in arrears, alongside the recurring fees billed in advance. See usage-based billing and metered billing, or step back to the full guide to SaaS billing software.
What billing automation changes for the finance team
The same month-end, task by task. On the left, the process most SaaS finance teams inherit. On the right, what is left to do once billing runs itself.
| Task | Without automation | With Bunny billing |
|---|---|---|
| Monthly invoice run | Export subscriptions, check each contract, build invoices in the accounting tool, email them one by one. | The daily bill run generates and sends invoices for every account due that day. Finance reads the bill run summary. |
| Mid-term seat increase | Work out the days remaining, calculate the prorated charge by hand, raise a one-off invoice, update the spreadsheet. | The change is prorated to the end of the period and billed automatically, or queued for the next invoice. |
| Renewal with a price uplift | Someone remembers the renewal date, finds the uplift clause in the contract and re-keys the new price. | Evergreen subscriptions renew on schedule and the contracted adjustment applies on the billing day. |
| Usage invoices | Pull a usage report from engineering, apply the pricing tiers in a sheet, add the overage line manually. | Usage records arrive by API and are rated against the subscription’s pricing on the bill run. |
| Overdue invoices | Run an aging report, write reminder emails, keep a list of who has been chased and when. | Dunning workflows send reminders on schedule, customers pay through a portal link, collections shows the aging. |
| Sales tax and VAT | Look up rates per customer location, check VAT numbers, hope nobody quoted a price without tax. | Avalara, Kintsugi or Simple Tax calculates tax on every invoice; EU VAT numbers are validated automatically. |
| Month-end close | Reconcile billing against the ledger, journal deferred revenue from a spreadsheet, fix what does not tie out. | Journal entries already exist for every invoice and payment; review them and push to QuickBooks Online or Xero. |
Automated, with a review step wherever you want one
The fastest way to lose a finance team’s trust is an invoice nobody looked at going to your biggest customer. Bunny lets you automate the routine and keep a hand on the exceptions.
And because every subscription in Bunny is created by a quote, the billing rules start from what was actually sold. Sales closes the deal in Bunny CPQ, and the signed quote becomes the subscription the bill run invoices — the whole quote-to-cash chain in one system.
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Draft invoices for the accounts that matter
Switch on draft invoices per account and invoices wait for approval. Add line comments or credits, regenerate if usage or tax details changed, then release.
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Journal sync on your schedule
Let entries flow to the ledger as they are created, or leave automatic sync off and push once the period is reviewed.
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Workflows you can read and edit
Dunning and invoice emails ship as predefined workflows: a trigger, conditions and actions. Edit them, test changes on just your own user, or add your own — a renewal heads-up to the account manager, a Slack post when a deal closes.
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Per-account exceptions
Disable dunning for a strategic customer, consolidate invoices for another, negotiate longer payment terms on a third deal’s quote. The rules still run for everyone else.
The RevOps expert your team never had.
- Type "send upgrade quotes to all starter plan accounts" — done in seconds
- Know which renewals need you this month, while there is still time to do something about it
- Find every overdue invoice in one question, instead of one account at a time
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