Salesforce billing? NetSuite

Where should billing live?

The why and where of billing in NetSuite accounts, and how to win it with Agentforce Revenue Management (RCA + RCB) and Continuous Control.
Continuous
AppExchange certified · Built for NetSuite certified SuiteApp · SOC 1 / SOC 2 · internal draft
Speaking points · Title · 0:20

• One breath: "Fifteen minutes on one question: where should billing live in a NetSuite account, and what the competition will say about it." • Speak the agenda from here: why billing, the five gaps, the billing-tool objection, and how Continuous closes it. • Education first, product second.

Speaking points · Presenters · 0:20

• The standard first-call intros slide: Thane runs solution engineering and drives the demo later; Jen owns the product and is the escalation path for roadmap questions. • One line to land: we are a product company, and these are the people you will actually work with on a deal.

Agenda

What we will cover today.

1
Why billing, period
2 MIN
2
Where should billing live
5 MIN
3
Meet Continuous · a brief demo
4 MIN
4
What it means for you
2 MIN
5
Q&A · Dreamforce
THE REST
Speaking points · Agenda · 0:20

• Read the four chapters once, no teasing: why billing period, where should billing live, meet Continuous, what it means for you plus Dreamforce. • Timebox promise: "15 minutes of content, then it's yours."

Chapter 1 · Why billing, period

Every subscription and usage company runs a billing engine.

Your customer will buy or build one.
The only question is where it lands.
Salesforce
billing?
NetSuite
Speaking points · Billing-engine hero · 0:50

• The premise: an order is a promise made once; the bill is recomputed every period. Someone has to do that math. • Your customer WILL buy or build a billing engine; the only question is where it lands (the orb). • SAY THIS: not "do you need billing software?" Ask: "where should billing live?"

Chapter 1 · Why billing, period · the terms

Billing is not invoicing.

A small difference that means a lot.

Billing
BILLING · FEB
subscription$10,000
+12 seats · 19/28+$814
usage—
NEXT BILL$10,814
Computes what to bill

prorations · schedules · who pays

Salesforce
➞
Invoicing
INVOICE
TOTAL$10,814
Delivers & manages the document

generation · presentation · collections

SalesforceorNetSuite
Either system · your implementation choice
➞
Accounting
GL IMPACT
Dr  Accounts Rec.10,814
Cr  Deferred Rev.10,814
periodFEB
POSTED✓
Posts the books

A/R · rev rec · the close

NetSuite
Speaking points · billing vs invoicing · 0:45

• Three stages, and WHO owns each is the point. BILLING computes the next bill (prorations, schedules, who pays) · that belongs on Salesforce, where the lifecycle lives. ACCOUNTING posts the books (A/R, rev rec, the close) · that belongs in NetSuite. • INVOICING is the middle: the actual delivery and management of the document · and it can be done from EITHER system, depending on implementation. That is a choice your customer makes, not an architecture fight. • Land it: the billing ENGINE has a right answer; where the paper comes from is flexible. That takes pressure out of the room. • The $10,814 threads through: $10,000 base plus February's +$814 proration from the worked example.

Chapter 1 · Why billing, period

Two schools of thought.

vs
Salesforce
NetSuite
School 1 · billing near the asset lifecycle

Bill where the subscription + usage is sold and managed

One proration source. Quote and invoice always agree.

One asset lifecycle. Amendments, renewals, usage live on the asset.

The ERP gets clean documents. Accounting consumes results, not events.

Invoicing, payments, collections are customer lifecycle events.

Salesforce
NetSuite
School 2 · billing near the ERP

Keep billing and revenue together, close to the GL

The familiar default. Finance system means ERP.

Billing and recognition together. Billed and recognized never drift.

A/R belongs in the ERP. Aging, collections, the close.

The ERP is the financial system of record. It is where the auditors live.

Native sales orders · SuiteBilling · ZoneBilling · 360 Subscription Billing
Speaking points · Two schools · 1:30

• Present both fairly, no winner yet. School 1: bill where the subscription + usage is sold. School 2: bill near the GL. • Concede School 2's pull: it is the CFO's instinct, and it has products: SuiteBilling, ZoneBilling, 360 Subscription Billing, and "just use sales orders." • School 2's strongest card: the ERP is the financial system of record, where the auditors live. Concede it fully; the deck never argues with it.

Chapter 2 · The five gaps · 1 of 2

One customer, one year.

This is the job a billing engine does.

JAN 1

Signed

100 seats · $100 per seat per month

FEB 10

Seats added

+12 seats, mid-period

APR 30

Usage spike

1.4M API calls, 1M included

JUL 13

Downsell

112 seats drop to 80

RCA + RCB
$10,000/moBilling schedules generate every invoice.
+$814February prorates 19 of 28 days, automatically.
+$8,000Rating prices the overage onto the same invoice.
−$1,961Delta order credits July; every later bill shrinks.
Native Sales Order
✗Static lines. A snapshot of day one.
✗Manual billing calculation in NetSuite, for each additional billing period.
✗A spreadsheet rates it; someone keys the invoice.
✗Document totals cannot be negative. No document.
Speaking points · One customer, one year · 1:45

• Walk left to right, let the numbers work: signed at $10,000/mo; Feb 10 adds 12 seats and February prorates 19 of 28 days (+$814); April usage rates +$8,000 onto the same invoice; July 13 downsell credits -$1,961. • The red row: static lines, manual credit and re-bill, spreadsheets, NO negative documents, re-keying. • Close: twelve months, four recomputations, one consolidated invoice to AP every month. A billing engine does this; a static sales order does none of it. • SAY THIS: "how does a mid-term downsell post in your design?"

Chapter 2 · The billing-tool objection

The kill shots: why not a NetSuite billing solution.

Salesforce
NetSuite
SuiteBilling · ZoneBilling · 360 Subscription Billing
01

Two of everything

Second catalog, second price book, two proration engines.

02

Configuration drift

RCA and the billing tool drift apart with every change.

03

Costly implementation

Multiple vendors, added licenses, months before value.

04

Manual reconciliation

Finance and sellers reconcile invoicing by hand, every month.

05

RCA footprint risk

These tools expand into the lifecycle RCA owns.

If you remember one thing: a billing-tool win in NetSuite is a lost RCB deal, and a smaller RCA one.
Speaking points · The kill shots · 1:15

• Concede first: the vendors are RIGHT that books belong at the GL. Then five kill shots, one breath each, ZoneBilling as the example. • 01 two of everything: second catalog, second price book, two proration engines. • 02 configuration drift: RCA products, prices, and ramps get re-modeled in the tool and drift apart with every change · ask who reconciles the configs after a repricing. • 03 costly implementation: a partner-led billing project PLUS the CRM integration they still owe you (Zone's own guidance says CRM connection needs middleware or custom API work) · multiple vendors, added licenses, months before value. • 04 manual reconciliation: finance AND sellers end up reconciling invoicing between the two systems by hand, every month. • 05 RCA footprint risk: these tools expand into quoting, amendments, and usage · every billing-tool win shrinks the platform. • SAY THIS: "what happens to a mid-term upsell on a Friday afternoon?" • Pocket fact if pressed: a NetSuite document total cannot go negative · a downsell has no document. • Land the walk-away slowly, verbatim: a billing-tool win in NetSuite is a LOST RCB deal, and a smaller RCA one. That is why this slide matters to YOUR number, not just the customer's architecture.

Salesforce
NetSuite
Chapter 2 · The five gaps · 2 of 2

The capability matrix.

PREFERRED
Native NetSuite
NetSuite billing solution
RCA + RCB
RCA + RCB + Continuous
Invoice proration
Partial-period bills, recomputed on every change
✗
⚠︎
✓
✓
Amendments
Downsells, negative orders, quantity changes
✗
⚠︎
✓
✓
Consolidated invoicing
Many orders, one invoice
✗
⚠︎
✓
✓
Ramped deals
Stepped economics on one contract
✗
⚠︎
✓
✓
Usage & consumption
Rating, wallets, events to priced charges
✗
⚠︎
✓
✓
Native NetSuite Integration
Orders, invoices, payments landing as native NetSuite transactions
✗
✗
✗
✓
Revenue recognition
Native NetSuite Revenue and NetSuite Advanced Revenue Management
✓
✓
✗
✓
⚠︎A NetSuite billing solution, at a pricecomplex multi-vendor integrationadded license costslower time to valuerisk to the RCA deal
Speaking points · The X-table · 1:30

• Frame it: "here is the capability matrix." Native NetSuite first: a sales order is a static snapshot from a pre-subscription era; five red X marks. • The yellow column is honest: a NetSuite billing tool CAN do these, at the price of a complex multi-vendor integration and RISK to the RCA deal; these tools expand into lifecycle events. • The NetSuite integration row is all red until the last column: none of the other three paths lands the Salesforce deal in NetSuite · native sales orders were never connected to the deal, a billing tool needs the CRM integration built, and RCA + RCB alone stops at the platform edge. Continuous IS that row. • The revenue recognition row flips: NetSuite genuinely owns rev rec; RCA + RCB alone does not put revenue in the books. That red X is what Continuous fixes. • The punchline is the LAST column: RCA + RCB + Continuous is the only all-green column on the board. Say it: the lifecycle stays on Salesforce, rev rec stays in NetSuite, Continuous is how one deal gets both.

Speaking points · the messy middle · 1:00

• Even without a NetSuite billing tool, this is how the two platforms get connected today: a middleware project that takes months and an SI, point-to-point code that breaks when either side changes, or the quiet version: spreadsheets and someone in finance re-keying orders by hand. • What that buys you: missed revenue, a slow close, and an audit trail that lives in inboxes. • Land it: "every room recognizes at least two of these." • Better way, next slide.

Speaking points · what it is · 0:45

• One purpose-built product: a native application on each platform, and NOTHING running between them. Salesforce stays the system of customer engagement; NetSuite stays the financial system of record. • The trust beat, straight from the first call: listed on the AppExchange (Salesforce security review, re-passed on every release), a Built for NetSuite certified SuiteApp (re-reviewed by Oracle NetSuite on an ongoing basis), SOC 1 and SOC 2 audited every year. Standing review processes, not one-time stamps. • This is the same slide the customer sees in our first call · nothing here differs from what we present to prospects.

Speaking points · Easy button · 2:30

• This is the EXACT first-call title slide: what a prospect sees first. • THE BRIEF DEMO lands here (about two minutes): book an order live in Salesforce, show the invoice and payment landing native in NetSuite, tied out to the penny. Thane drives; keep it to one deal, one waterfall. • One sentence: Continuous Control is the easy button for connecting Agentforce Revenue Management and NetSuite: a prebuilt pair of apps, one in each platform. No complex integration, no custom build. • If finance is in the room: every invoice, credit memo, and payment posts as a NATIVE NetSuite transaction, tied out to the penny.

Salesforce
NetSuite
Chapter 4 · The Continuous close · what it means for you

What Continuous means for you.

Not a billing system. The prebuilt bridge that changes four things about your NetSuite deals.

01

Win the billing compete

We remove the reason they win. The Zone money becomes RCB money.

02

Neutralize the finance veto

A live demo: native transactions, tied out to the penny. The veto becomes a sponsor.

03

Make RCB phase 1

Billing lands on Salesforce in phase 1, not the follow-on phase that never comes.

04

Faster time to value

Prebuilt on both sides, no custom build. Live in weeks, not quarters.

We turn NetSuite accounts, your slowest deals, into your fastest ones. RCA unlocked, RCB attached, Zone displaced.
Speaking points · What it means for you · 1:00

• Four things, seller-first: win the billing compete (the Zone money becomes RCB money) · neutralize the finance veto (live demo, native transactions, penny tie-out) · make RCB phase 1, not the phase that never comes · faster time to value: live in weeks, not quarters. • Close the beat: we turn NetSuite accounts, your slowest deals, into your fastest ones. RCA unlocked, RCB attached, Zone displaced.

See you there
Continuous

Thank you.

See you at Dreamforce.
Wed · Sept 16 · morning

The Easy Button session + open house

Coffee from 8:30 AM · session 9:00 to 10:00 AM

Open house 11:00 AM to 12:00 PM · live demos, drop-in Q&A

FULLPRESS office · 580 Howard St #203 · 2 blocks from Moscone

Wed · Sept 16 · 3:30 to 5:00 PM

The off-the-grid happy hour

Talk directly with customers who chose Agentforce Revenue Management

Light fare, drinks, live demos, networking

Same venue · back at the FULLPRESS office

go.continuoustech.com/continuous-at-dreamforce · no Dreamforce badge required
jen.larco@continuoustech.com · thane@continuoustech.com
Speaking points · Dreamforce close · 0:30

• Two things to put in your calendar, both Wednesday September 16 at the FULLPRESS office, 580 Howard St, two blocks from Moscone. • Morning: coffee at 8:30, the Easy Button session 9:00 to 10:00, open house with live demos until noon · then we all walk over to the Agentforce Revenue Management keynote at 12:45. • Afternoon: the off-the-grid happy hour, 3:30 to 5:00 · your prospects talk directly with customers who chose Agentforce Revenue Management over the competition. • Registration: go.continuoustech.com/continuous-at-dreamforce, no Dreamforce badge required · bring a deal, bring a prospect. • Leave this slide up through Q&A.

Continuous Control
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