Paddle Features

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP.

Integrate with software that manages customers, sales, and marekting.

Manage open opportunities for new or existing customers.

Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage.

Plans can be renewed automatically or manually, when changes are required.

Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles

Assign standard monthly and yearly prices to products, plans, and packages

Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices.

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Provide the option to combine recurring, one-time, and usage based billing

Tracks and applies sales tax rates and rules

Tracks and applies VAT (value added tax) rates and rules

Tracks and applies GST (goods and services tax) rates and rules

Tracks and applies tax exemptions for the appropriate products, transactions, or accounts

Adjusts sales tax prices for certain products, customers, or occasions where necessary

Applies the appropriate local and federal rules and rates

Integrates with ERP, accounting, or other transaction software

Automates and manages returns and remittance for different jurisdictions

Sends notifications for important tax filing dates

Helps simplify duties and cross-border tariffs, such as estimating import taxes

Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.

Define and manage automated payment processing, from authorization to settlement

Support cross border and international payments for B2B

Support credit and debit cards, digital wallets, and local payment options

Allows users to process payments in multiple currencies

Compare payment transactions with bank statements and financial records

Handle chargeback disputes effectively to minimize revenue loss

Calculate various types of taxes such as sales tax, VAT, GST and other applicable taxes

Ensure compliance with numerous tax laws across various jurisdiction

Creates tax reports for authorities according to government and local requirements

Adopt Know Your Customer (KYC) procedures to comply with Anti-Money Laundering (AML) laws

Ensure software development lifecycle is compliant with the PCI Secure SLC Standard

Comply with payment card industry data security standard to ensure secure handling of payment card information

Built-in security to protect payment information in order to prevent fraud and unauthorised transaction

Allow to integrate directly with an e-commerce platform/marketplaces and other retailers websites

Provide features to monitor transactions, revenue, taxes, and other key metrics

Assist customers with any issues or inquiries related to payment processing, tax management, or compliance

Validate payment details before processing to reduce failures.

Detects failed payments immediately upon transaction decline.

Sends alerts to merchants or finance teams on payment failure detection.

Automatically retries failed payments based on on customizable rules or by analyzing previous failures.

Categorize payment failure into different reasons (e.g., insufficient funds, expired cards, payment gateway issues).

Send automated and personalized communication to customers about failed payment.

Provide customizable templates for emails or text messages.

Integrate with in-app notifications, push notifications, or customer service channels for recovery.

Alert customer's card expiration dates before a failure occurs.

Offer account update services for customers to automatically update expired card with new card details.

Ensures compliance with PCI-DSS standards for secure payment processing.

Identify reasons behind payment failures, trends over time and unique pattern.

Provide AI-driven failure detection, analysis, recovery predictions and actions.

Provide dashboard for monitoring payment success, failure and recovery rate.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation