Finance & Billing Guide

Finance & Billing Guide

Master the financial aspects of lead management. Learn how to configure pricing, manage transactions, handle billing, and optimize your margins for maximum profitability.

💰 Core Financial Management

[Transaction & Billing Management](./transaction-billing-management.md)

Complete guide to pricing, transactions, and reconciliation.

• Time: 50 minutes
• Level: Advanced
• Tags: advanced, how-to, financial-management, billing

[Lead Pricing Complete Guide](./lead-pricing-guide.md)

Master purchase and sale pricing with dynamic rules.

• Time: 40 minutes
• Level: Advanced
• Tags: advanced, how-to, pricing-focused, financial-management

Pricing Configuration (Coming Soon)

Set up purchase and sale prices with dynamic rules.

• Time: 25 minutes
• Level: Intermediate
• Tags: intermediate, how-to, pricing-focused

Monthly Reconciliation (Coming Soon)

Streamline your monthly billing and reconciliation process.

• Time: 30 minutes
• Level: Intermediate
• Tags: intermediate, how-to, financial-management

📊 Financial Analytics

Margin Analysis (Coming Soon)

Track and optimize your profit margins by source and buyer.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, analytics, financial-management

ROI Tracking (Coming Soon)

Calculate return on investment for sources and campaigns.

• Time: 25 minutes
• Level: Advanced
• Tags: advanced, analytics, financial-management

Cost Center Management (Coming Soon)

Organize and track costs by department or campaign.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, financial-management

💳 Billing Operations

Credit Management (Coming Soon)

Handle returns, credits, and adjustments.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, billing

Invoice Generation (Coming Soon)

Automate invoice creation and delivery.

• Time: 15 minutes
• Level: Beginner
• Tags: beginner, how-to, billing

Payment Processing (Coming Soon)

Configure payment methods and processing.

• Time: 20 minutes
• Level: Intermediate
• Tags: intermediate, how-to, billing

📋 By Role

For Finance Teams

1. Start with Transaction & Billing Management
2. Configure pricing rules for accuracy
3. Set up monthly reconciliation workflows
4. Implement margin tracking

For Operations Managers

1. Focus on pricing configuration
2. Monitor margin analytics
3. Manage credit processes
4. Track ROI by source

For Accounting

1. Master reconciliation processes
2. Configure invoice automation
3. Handle credit management
4. Ensure audit compliance

💡 Financial Best Practices

Automate Reconciliation: Set up automated matching to save hours each month.

Track Everything: Every lead should have clear cost and revenue attribution.

Monitor Margins Daily: Don't wait for month-end to spot margin issues.

Document Pricing Logic: Complex pricing rules need clear documentation.

Regular Audits: Schedule quarterly reviews of pricing and billing accuracy.

🎯 Common Financial Workflows

Daily Financial Review

1. Check margin reports
2. Review high-value transactions
3. Monitor rejection rates (lost revenue)
4. Verify pricing accuracy
5. Address any billing alerts

Monthly Closing Process

1. Run preliminary reconciliation
2. Review and resolve discrepancies
3. Process returns and credits
4. Generate invoices
5. Update financial reports
6. Archive transaction data

Pricing Optimization Cycle

1. Analyze margin trends
2. Identify underperforming sources
3. Review competitor pricing
4. Test new pricing models
5. Implement changes
6. Monitor impact

🚨 Financial Controls Checklist

• Pricing rules documented and tested
• Approval workflow for price changes
• Credit limits configured
• Return policies defined
• Reconciliation schedule set
• Financial alerts configured
• Audit trail enabled
• Backup procedures in place

📊 Key Financial Metrics

Revenue Metrics

• Gross revenue by source
• Net revenue after returns
• Revenue per lead
• Monthly recurring revenue

Cost Metrics

• Cost per acquisition
• Processing costs
• Integration costs
• Total cost per lead

Profitability Metrics

• Gross margin by source
• Net margin by buyer
• Contribution margin
• ROI by campaign

Operational Metrics

• Days sales outstanding
• Credit utilization
• Return rate
• Billing accuracy rate

📚 Related Documentation

• Pricing Reference - Pricing configuration details
• Events Guide - Transaction tracking
• Reporting Guide - Financial reporting

💰 Financial Excellence: Strong financial management turns lead operations into profitable businesses. These guides help you maximize revenue, minimize costs, and maintain complete financial control.