Billing Automation
Invoice once. Collect on schedule. Every time.
Stream builds and delivers branded invoices, runs configurable reminder sequences, and manages recurring billing cycles without any manual input from your team.
How It Works
From invoice creation to payment confirmation in four steps
Stream connects to your client data, generates invoices on your schedule, and follows up automatically until each invoice is closed.
Connect your data source
Link Stream to your enrollment system, membership database, or CRM. Client records and billing cycles sync automatically with no manual re-entry.
Configure your invoice template
Set your branding, line items, payment terms, and delivery channels. Invoices go out by email or WhatsApp on the date you specify.
Run automated reminder sequences
Overdue notices go out at Day 7, Day 14, and Day 21 with escalating tone. Each sequence is configurable per client segment or invoice type.
Close and reconcile automatically
Paid invoices close and reconcile in your ledger without manual matching. Unpaid accounts flag for escalation or move to collections workflow.
Core Features
Everything in your billing stack, automated
Automated Invoice Delivery
- Branded invoices generated from your client data
- Delivery by email or WhatsApp on a schedule you set
- Itemized line items with tax and payment terms
- Read receipts and delivery confirmations tracked
| Description | Qty | Amount |
|---|---|---|
| Term 1 Tuition | 1 | SAR 4,200 |
| Activity Fee | 1 | SAR 350 |
| Transport | 1 | SAR 800 |
Smart Reminder Sequences
- Escalating tone from polite notice to firm reminder
- Configurable timing per segment (schools, clubs, SaaS)
- Sequences pause automatically when payment is received
- Language and tone customizable per client relationship
Recurring Billing
- Monthly, quarterly, and term-based cycles
- New periods generated and delivered without intervention
- Mid-cycle adjustments applied to next invoice automatically
- Prorated billing for partial periods and plan changes
| Period | Status | Amount |
|---|---|---|
| August 2026 | Paid | SAR 999 |
| September 2026 | Scheduled | SAR 999 |
| October 2026 | Queued | SAR 999 |
Integrations
Works with the tools you already use
Stream connects to your existing ERP, CRM, and accounting systems so billing data flows without double entry.
Your invoices go out on time. Every time.
Start a 14-day free trial and run your first automated invoice cycle. No credit card required.