Billing & Payments
Set up fee plans, manage subscriptions, and track payments
By Nicole1 author7 articles
- Fee Plans: Overview & SetupLearn how to create and manage Fee Plans in Introzy. Set up flat fees, percentage commissions, or recurring charges to automate partner and referral fee calculations across your marketplace.
- Fee Plans: FAQ & TroubleshootingFind answers to common Fee Plan questions in Introzy—from creating and applying plans, to managing facilitators, troubleshooting errors, and understanding how fees calculate on deals.
- Applying Fee Plans to Contacts & ProductsLearn how to apply Fee Plans to contacts, products, and facilitators in Introzy. Understand priority rules that determine which fee plans apply when multiple plans exist on a deal.
- How to Generate and Manage Invoices in IntrozyThis guide explains how invoices are generated in Introzy, how to review and manage invoice status, and what to expect in the invoice workflow.
- Understanding Financial Reports in IntrozyIntrozy's Financial Reports section gives you two purpose-built reports for understanding your organization's financial position: an Income Statement (Profit & Loss) and an Accounts Payable report.
- Understanding the Ledger in IntrozyThe Ledger gives you a complete, read-only record of every financial transaction in your Introzy workspace. This article explains what the Ledger shows, how entries are created, and how the…
- Reconcile solution provider reporting with Accounts ReceivableThis guide shows admins and finance users how to use the Accounts Receivable page to review what your solution providers have collected from referred seekers, advance each reporting period through…