9 of the Best Recurring Billing Software Options for 2025

The Salesforce State of Sales Report found that 79% of sales teams increased revenue over the last 12 months. While that is great news, it also means more billing and invoices to manage. Manually sending monthly invoices is time-consuming. Not to mention, it opens your organization up to many opportunities for mistakes.

The good news is there is a better way.

Learn how recurring billing software can increase revenue and efficiency for businesses of various sizes, especially SaaS companies, membership organizations, and product delivery services.

Recurring billing software uses AI to automate the entire billing process from start to finish, including handling free trials, cancellations and renewals. The software streamlines payment management and ensures the business can maintain a consistent revenue stream. Organizations can also use the software to make the buying process faster and easier, which typically leads to more satisfied customers.

While subscription and recurring billing software are very similar, and the terms are often used interchangeably, there are subtle differences. Recurring billing software automates the payment process for recurring charges, while subscription management handles customer access to a product or service — often with different tiers of subscription. Configure, price, and quote (CPQ) solutions also often fall into this category of technology.

With so many sales software options on the market, many sales leaders find it overwhelming to choose recurring billing software for their company. The best tool is the software that meets your business' unique needs and goals. The right solution helps manage complex billing scenarios like tiered pricing and multiple pricing plans.

The following list is curated from reviews on platforms like G2 and Capterra, both of which score sales software based on user feedback, features available, and overall satisfaction. G2 uses a 5-star system focused on usability, customer satisfaction, and market presence, while Capterra (which also uses a 5-star system) incorporates user ratings across categories like ease of use, customer support, and value for money. Each of the tools listed here has a minimum rating of 4/5, ensuring they are top contenders for streamlining your sales process, improving collaboration, and helping your team work smarter.

Salesforce Revenue Cloud is part of the Salesforce Cloud Platform, automating revenue operations and providing revenue intelligence, including billing and invoicing on an integrated platform. Users often comment on the efficiency and visibility of revenue management in a single software. Integration and smooth data flow is another common strength mentioned. Because businesses can tailor their pricing structure and guided selling features, users also often mention the ability to tailor as one of the top benefits of Salesforce. Reviewers often comment about the platform's ability to handle complex pricing models as well as the seamless integration of recurring billing into all aspects of revenue management.

How it helps sales teams:

• Advanced automation: Workflow automation makes it simple to automate billing workflows and document creation to save additional time and reduce errors. Reviewers regularly mention how easy it is to set up new automations, even complex processes.
• Scalability and flexibility: Organizations can scale business operations by unifying billing for all sales channels on a CRM.
• Real-time analytics and reporting: Integrated reporting and customizable dashboards provide the right information in the right format for data-driven decisions. The robust analytics also make it easy for businesses to forecast future growth and revenue.
• Integration with payment gateways: In addition to Salesforce Payments, the system integrates with popular payment gateways to streamline the recurring billing process.

Ease-of-use is reported as one of Billing360's biggest strengths, with users finding it very easy to get started and many users report not needing customer support to learn the platform. However, some businesses find that they need additional financial support because the platform does not offer advanced accounting, requiring the purchase of an additional tool.

How it helps sales teams:

• Advanced automation: No-code workflow automation orchestrates complex processes across multiple teams, devices, and systems.
• Scalability and flexibility: The platform processes more than 20 million transactions daily for one of the world's largest government entities.
• Real-time analytics and reporting: Real-time usage tracking and custom reports make it easy to analyze performance.
• Integration with payment gateways: Offers numerous payment gateways.

Zuora focuses primarily on subscription models and has over 50 out-of-the box pricing models. Users mention that there is a steep learning curve due to an outdated interface as well as downtime issues. Customer support is a mixed bag with many users reporting positive experiences with customer support, while others say support response times can be slow. Users also report that the invoice templates are easily customizable and visually appealing.

How it helps sales teams:

• Advanced automation: With automated billing document generation, organizations can save time and reduce errors.
• Scalability and flexibility: Zuora makes it possible to create paywalls and personalized experiences based on specific customer needs and behaviors, such as dynamic freemium models and soft registration walls.
• Real-time analytics and reporting: The tool also offers customizable reports using a variety of options, including charts and graphs.
• Integration with payment gateways: Zuora offers more than 40 pre-built payment gateway connectors and over 20 payment methods.

Stripe Billing offers a range of options, such as subscriptions, recurring billing, and sales-negotiated contracts. Because the software is part of the larger Stripe payment processing system, businesses have access to a range of payment options, including bank transfers, local payment options, credit cards, and debit cards. With a high number of integrations available, including other business tools and payment gateways, organizations can collect data in a single location.

How it helps sales teams:

• Advanced automation: Automation features include recurring/subscription billing, tax calculation, recovery and retention, and reconciliation.
• Scalability and flexibility: A pre-built customer portal allows customers to self-manage subscription payment methods, upgrades, and downgrades.
• Real-time analytics and reporting: Customizable dashboards of real-time data display and enable drill down of revenue, subscribers, churn, trials, collections, and usage.
• Integration with payment gateways: Stripe's unified API makes it possible for organizations to offer over 40 local payment methods and more than 130 currencies.

Chargebee helps companies create special buying cycles to make it easier for their customers to gain approval, such as through quotes and advance invoices. The tool also allows for flexible models, including scheduled changes, pause/resume, add-ons, and coupons. Some users found that the integrations were challenging to set up, especially with their CRM, which limited the usefulness of the tool.

How it helps sales teams:

• Advanced automation: The platform offers automated subscription billing and automated, compliant revenue recognition.
• Scalability and flexibility: Chargebee's headless commerce solution decouples the front end, which includes the template and themes from the back end that controls the pricing and security, to allow easier scalability.
• Real-time analytics and reporting: Goal-tracking allows teams to track more detailed metrics and gain actionable insights on reasons for drop off, such as customer churn.
• Integration with payment gateways: The platform supports over 30 payment gateways and more than 100 currencies.

Recurly includes features for acquiring and engagement subscriptions to help increase revenue. Additionally, the platform provides end-to-end recurring billing features, including churn management and automated payments. The reports focus on subscription-based metrics, such as subscriber retention, plan performance, trial performance, and dunning campaign effectiveness. Reviewers commented that the tool is easy to use and has advanced features and customizations.

How it helps sales teams:

• Advanced automation: Offers numerous automations available for subscription lifecycle management, including trial management and plan transitions.
• Scalability and flexibility: Organizations can easily add additional products and subscriptions, including new tiers, through the intuitive interface.
• Real-time analytics and reporting: The platform provides a 360-degree view of your performance, especially related to subscribers, making it easier to learn their needs.
• Integration with payment gateways: Recurly provides numerous payment gateway options.

Maxio helps organizations gain valuable data through its analytics to make smarter data-driven decisions. In addition to the standard analytics and custom reports, Maxio offers advanced segmentation such as acquisition channels, plans, or geography. The Customer Health rating also helps businesses use payment and billing metrics to determine customers at risk. Organizations can improve compliance with the platform's automated review of compliance and then applying the rules to all contracts. Reviews also mention that the tool can be time-consuming to set up and get started.

How it helps sales teams:

• Advanced automation: The platform automates billing and invoicing, but is limited in its automation.
• Scalability and flexibility: Usage-based billing allows organizations to scale revenue and add new revenue streams. Scaling can be more challenging than with other solutions.
• Real-time analytics and reporting: Offer-lever filtering provides a better understanding of adoption, retention, and price elasticity. The tool also generates both waterfall and drill-down reports. However, some users say that the complex reports are challenging to generate and understand.
• Integration with payment gateways: Payment gateways allow choice between in-house solution, Maxio Payments, or integration with other payment providers.

HubSpot Sales Hub manages recurring billing and subscription needs. Reviewers comment that the platform is easy-to-use for basic features, but has a steep learning curve for advanced processes, such as advanced automation. While HubSpot offers customizations, users comment that it's not as flexible with custom objects and deep workflows as other tools.

How it helps sales teams:

• Advanced automation: Users can set up a wide range of automations, including billing and follow-up.
• Scalability and flexibility: The AI-based insights give sales leaders insights based on recurring billing and subscriptions on how to increase revenue.
• Real-time analytics and reporting: By tracking key data points, the platform provides real-time analytics in customizable dashboards.
• Integration with payment gateways: HubSpot Sales includes HubSpot payments, which is an integrated payment processing feature that accepts credit/debit cards and ACH transfer

Sage Intacct includes business intelligence functionality that helps organizations determine the best options to offer with over 300+ subscription, usage, and project billing scenarios available. Users find Sage Intacct easy to set up and implement, with the ability to set up custom views often mentioned in reviews. Additionally, the reporting capabilities, including custom and real-time reports are a standout feature for Sage Intacct, according to customers.

How it helps sales teams:

• Advanced automation: Account payable automation makes it possible to process invoices and bills in half the time. The tool also offers custom logic, such as a specific invoice higher than average, to flag the issue for human intervention.
• Scalability and flexibility: Organizations can process a high volume of transactions while managing multiple business entities and easily adding new employee accounts.
• Real-time analytics and reporting: The Interactive Visual Explorer feature provides visual insights to improve data driven decision-making. Users can report on demand as well as schedule report generation. Reviews occasionally mention challenges with limited reporting options.
• Integration with payment gateways: The website does not mention payment gateway integration.

By using recurring billing software, organizations typically see a wide range of benefits that impact all aspects of the business. Common benefits of revenue management software include:

• Increased visibility across the company: With manual processes, there is limited visibility into the process and status of purchases, especially across multiple departments. Recurring billing software helps finance, marketing, and sales to see the status of billing. By using systems that integrate, you can reduce silos and merge data across the company's different systems.
• The ability to quickly scale billing and subscriptions: With a platform model that integrates with other systems, you can quickly change subscription models, such as adding a new tier based on customer feedback. The platform also makes it easy to add entirely new products and services to the system quickly.
• Improved customer insights: With recurring billing software that incorporates sales analytics software features, the platform collects a wide range of customer data, such as annual recurring revenue. Tools analyze customer behavior and track key metrics, such as preferred payment methods, late payment trends, and churn rates. Organizations can use this data to make data-driven decisions, such as evaluating pricing structures, upselling, or payment options.
• Automated billing reminders: Organizations can set their recurring billing software to automatically send reminders for an upcoming payment that's due. The tool makes it easy to set up the reminders based on the customer's preference for communication, such as physical letters, email, or text message.

With so many different options on the market with different features, it's key to carefully compare the platforms with your needs. Key aspects to evaluate when selecting a platform include:

Because your company has unique and constantly changing needs, your platform needs the ability to evolve with your business. Look for software that uses a built-in invoice scheduler to calculate for any frequency — monthly, quarterly, or annually. Additionally, make sure the tool makes it easy to customize subscription options based on customer preferences. Also consider the ease of adding new products and services to the platform.

Your customers trust you with their billing information, and any breach or data loss results in lost trust — and, often, loss of relationships. Look for a platform that provides the latest in security technology, including encryption and two-factor authentication. With a platform that offers different access levels, you ensure that employees only have access to the customer data needed to do their job.

Many customers want a usage-based pricing model, which means they only pay for the services they use. This provides flexibility and the ability to easily scale. With a platform that allows you to seamlessly manage metered usage products, you can provide your customers with the options they want, including adjustable allowances, flexible rate tiers, and tailored usage terms.

You need a platform that accepts any payment method through a preferred payment gateway. With software that includes automated customer notifications and dunning process flows, you can seamlessly integrate payment into the rest of your process. Also consider your ERP system and look for a program that supports financial reconciliation for easier accounting.

When your business automates routine tasks like invoicing and payments, you can free up valuable time and resources for more strategic activities and building customer relationships. With the right recurring billing software for your company's unique needs, your platform drives growth and efficiency for your business in the short and long term.

This article is for informational purposes only. This article features products from Salesforce, which we own. We have a financial interest in their success, but all recommendations are based on our genuine belief in their value.