BillSpree Billing Strategies: B2B vs. B2C

BillSpree is a unified platform that can handle both complex enterprise contracts (B2B) and high-volume retail subscriptions (B2C). Below is the step-by-step mapping for both scenarios.

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1. Unified Workflow Diagram

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2. Comparison of Models in BillSpree

Business Need	B2B	B2C
Customer Type	Business Party (Companies)	Individual Party (Regular People)
Pricing Model	Custom Quotes / Volume Tiers	Fixed Monthly/Yearly Plans
Billing Terms	Net 30/60 (Invoiced)	Instant / Due on Receipt
Usage Logic	Metered Add-ons (e.g., API calls)	Flat Subscription (Access-based)
Payment Method	ACH, Wire, or Corporate Card	Credit / Debit Card Only

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3. Scenario A: B2B Workflow

This flow is designed for negotiated contracts and high-touch business relationships.

Step-by-Step Flow:

1. Onboarding: Create a Party with the type Business. Capture Tax IDs and corporate billing addresses.
2. Contracting: Create a custom Plan. Use “Volume Tiering” (e.g., $0.10/unit for first 1k,$0.05/unit thereafter).
3. Subscription: Create a Connection.
   • Critical Setting: Set Due Date Offset to 30. This allows the business time to pay the invoice after receiving it.
4. Usage Injection: At the end of the month, upload Metered Inputs (e.g., total storage used or transactions processed).
5. Invoicing: Run the Process and Post cycle. BillSpree generates a detailed PDF breakdown.
6. Collection: The business pays via Bank Transfer. Go to the Payments module and manually record the receipt to clear the invoice.

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4. Scenario B: B2C Workflow

This flow is designed for automated, high-speed, self-service subscriptions.

Step-by-Step Flow:

Creating and configuring a Pricing Template is done directly in the admin console. Below is the step-by-step flow of how to navigate the template builder interface and configure each core structural pillar.

Step 1: List Pricing Templates

Navigate to: BillSpree → Billing Setup → Pricing Templates. This displays the list of all existing Pricing Templates. From here, you can create, edit, archive, or open a template to manage plans and billing setups.

Step 2: Create a New Template

Click on the New button in the upper right corner of the Pricing Templates screen to launch the template creator.

Step 3: Configure Identity Information & Invoice Template (The “Values” Tab)

Click on the Values tab. Here, you configure the core identity of the Pricing Template and attach the master bill layout:

• Identity Information: Define general metadata such as Name, Code, and Description to identify the template.
• Invoice Template Attachment: You can attach a master invoice template—typically a Word document (.docx)—which serves as the master visual layout for customer bills. This template contains merge placeholders (enclosed in curly braces {} like {partyName}, {Electricity Charges}, or {KWH_currentReading}) representing the Rate List components, Charge List components, and meter properties that the billing engine will automatically populate.

Step 4: Configure Rate List Components (The “Values” Tab)

Within the same Values tab, define your Rate List Components (the pricing placeholders or “slots” that will have actual monetary values assigned later when creating a Plan). These placeholders should align with the Rate List fields used in your attached Invoice Template:

• Base Pricing Slots: Placeholders for fixed access fees (e.g., “Platform Access Fee”).
• Unit Pricing Slots: Placeholders for consumption rates (e.g., “Per-GB Storage Rate”, “Per-User License Rate”).
• Tiered Pricing Slots: Structures for volume discounts (e.g., “First 100 API Calls”, “Next 900 API Calls”).

Step 5: Configure Charge List Components (The “Component” Tab)

Click on the Component tab. This is where you configure your Charge List Components—the core calculation models that process rates, properties, and usage into final invoice line items. These are divided into:

• Calculated Charge Components (Require Rating Rules): Dynamically computed by the system’s billing engine and must have Rating Rules governing their execution (e.g., “State/VAT Tax Calculations”, “Regional Surcharges”, or “Percentage-based Partner Discounts”).
• Manual Charge Components (No Rating Rules Required): Fixed, static, or ad-hoc items that require no automated computation (e.g., one-off flat adjustments, discretionary service credits, or custom professional services).

Step 6: Configure Subscription Properties (The “Subscription Properties” Tab)

Click on the Subscription Properties tab. Here, you set up the dynamic data parameter fields (the “customer profile” hooks) required from the customer during checkout and used as inputs for your rating rules:

• Number Inputs: Numeric fields (e.g., Committed_Seats, Included_API_Quota).
• Dropdown Lists: Pre-defined text selections (e.g., SLA_Level: [“Gold”, “Silver”, “Bronze”], Deployment_Region: [“US-East”, “EU-West”]).
• Yes/No Flags: Simple toggles (e.g., Is_Tax_Exempt, Has_Premium_Support).

Step 7: Configure Metered Usage (The “Meter Properties” Tab)

Click on the Meter Properties tab. Define the tracking hooks to receive final readings from a physical or digital meter where continuous/odometer tracking is involved:

• Odometer / Continuous Readings: The billing engine expects to receive final/current readings at the end of the billing cycle. It then calculates the net usage by subtracting the previous reading recorded in the previous bill (Net Consumption = Current Cycle Final Reading - Previous Cycle Final Reading).
  • Example: An energy meter reads 15,000 kWh this month. Last month it read 14,200 kWh. The billing engine rates the net 800 kWh.

Step 8: Configure Unmetered Usage (The “Unmetered Usage” Tab)

Click on the Unmetered Usage tab. Set up hooks to receive direct, already calculated consumption amounts (delta usage) where no continuous meter is involved:

• Since the provided data is already the net consumption volume, the billing engine does not need to perform any subtraction or difference calculations.
• Examples: Receiving a direct record of 50 GB of bandwidth consumed or 10 hours of support time delivered during the billing period.

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Pricing Template Setup

1- Setup Pricing Template first.

Setup Pricing Template →

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Base Plan Setup

1. Click on the Plan Variants tab

2. Click on Add Plan Variant

3. Your Pricing Template values and components show here in the Base Plan as tabs

4. Give your rates in Values

Component

5. Click each component tab, and add your formulas for all components.

You see all your components here in tabs. While making a billing rule, you can pass the previous components as a parameter

Rule

The rule is basically a combination of Condition and Billing Formula

Conditions

We have conditions in the Base Plan for each component. We have multiple conditions

Formula

We have a formula in the Base Plan for each component. One formula for multiple conditions

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Test Plan

Test Plan lets you run the Base Plan with sample inputs and see each component’s result, before it is used in live billing.

1. Open the Plan screen for the Base Plan you want to check.

2. Click Test in the plan header (with Update, Discard, and Export).

3. Enter sample values for your date, components and usage inputs (and any other fields your package defines).

4. Click Process to calculate the bill for those inputs.
5. Read Outputs: you see each billing component with the amount your conditions and formula produced.

6. Click Publish when you want a PDF bill for that same test run. The app uses a bill template from your pricing template. If no template is available, fix the template on the pricing template, then try again. When publish succeeds, the PDF opens in the browser.

Run Test Plan again after you change values, conditions, or formulas, so you can confirm totals are correct.

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2. Add a New Customer

To add a new customer, follow these steps:

1. Open Creation Form

   Click the + New button in the top right corner of the Customers page.

   
2. Enter General Information

   Fill in the basic contact details for the customer.

   

   • Name: The full name of the customer (Required).
   • Email: The customer’s primary email address for invoicing.
   • Phone Number: A contact number for the customer.
   • Reference Number: Your own internal identifier if applicable.
3. Provide Address Information

   This section is crucial for tax compliance and accurate invoice delivery.

   

   • CNIC: National identity number (if applicable in your region).
   • Country: Select the customer’s country.
   • Note: Other fields like Shop/Unit No, Building Name, and Street help in pinpointing the exact billing address.
4. Save and Confirm

   Once all details are filled, click the Save button. The customer will now appear in your list and can be linked to a subscription.

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2. Navigate to Subscriptions

To view your active and disconnected subscriptions, click on Subscriptions in the main sidebar. You can manage existing records or create a new one by clicking the + New button.

a. Select Customer number here.

In the Customer Details section, you must provide the unique identifier for the customer you want to subscribe.

• Customer Number: Enter the system-generated ID for the customer.

b. Select Pricing Template, Plan variant, and Batch in the settings tab.

Click the Select Pricing Template dropdown to choose from your defined Plan variants

Address

c. Add Address

Meters

d. Attach Meters

Other Scenarios

Upload Bulk subscription

You can also upload a subscription file in bulk

1. Click on Import Bulk Data
2. Select Pricing Template

If you have a large number of subscribers to migrate, use the Import Bulk Data feature on the Subscriptions page to upload a CSV file

RCO

You can reactivate the subscription by toggling the button

DCO

You can deactivate the subscription by toggling the button

Step-by-Step Payment Flow

1. Navigate to BillSpree on the sidebar
   
2. Click on BillSpree
   
3. Click on Billing Ops
   
4. Click on Bills
   
5. Bill’s List View screen
   
6. Select you package
   
7. Your Bills are showing in the list

8. Click on your Bill

9. Click on Pay, and the modal opens
   

Enter your amount and click on pay bill

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5. Key System Differences

• For B2B: Focus on Adjustments. Business clients often need “one-time credits” or “fee waivers,” which you handle via the Adjustment Modal before processing.
• For B2C: Focus on Automation. Use the Billing Schedule to ensure thousands of customers are billed at the same time without manual effort.

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Summary: You don’t need two systems. By simply toggling the Party Type and Due Date Offset, BillSpree transforms from an enterprise billing engine into a retail subscription platform.