Advanced recurring and subscription billing for Netsuite. Built on the NetSuite platform and fully compatible with NetSuite's advanced revenue management.

1. P R O D U C T O V E R V I E W
Recurring and subscription
billing made easy inside
NetSuite
ZONE ADVANCED BILLING

2. Don’t let system limitations prevent
you from selling subscriptions
creatively.
Unified platform for financials & billing.
No point solution necessary.
Seamless reporting.
Here is how Zone & Co can help.

3. TABLE OF CONTENTS
Who is Zone & Co?
What is Zone Advanced Billing for NetSuite?
Creating and Managing Subscriptions
o Setup and Configuration
o Flexible pricing = More Selling
o The Challenge With Point Solutions
o Common Use Cases Handled
Front & Back End Integration
o SFDC/CRM Integration
o Website, Customer Portal, Database
FAQ
01
02
03
04
05

4. WHO IS ZONE & CO.
License, Implement & Grow on the world’s #1
Business Management Software
Zone & Co is a NetSuite consultancy that works with companies of all
sizes and types for licensing, implementation, customization, admin
services and continued support. Zone ensures clients are taking full
advantage of NetSuite’s breadth of features and capabilities, creating
money saving efficiencies and increased business process automation.
SOLUTION
PROVIDER
CERTIFIED ERP
CONSULTANT
SUITECLOUD
DEVELOPER NETWORK
SUITESUCCESS
CERTIFIED
_01

5. _02 WHAT IS ZONE ADVANCED BILLING
PROPRIETARY
PLATFORM
WEBSITE
CRM
Zone
Advanced
Billing
NetSuite
OneWorld
Financials
NetSuite
Project
Management
NetSuite
Inventory
Management
H I G H L I G H T S
Easily create Subscription models
to handle complex billing, usage,
and pricing.
Built entirely on the NetSuite
platform using SuiteScript.
Prebuilt and managed bundle to
allow shared upgrades and rapid
deployments.
Still leverages native NetSuite
Invoicing, payments, and most
importantly, Advanced Revenue
Management (ARM) for revenue
recognition.
F o r N e t S u i t e
Finally, enterprise grade subscription management
and world class ERP unified in one platform

6. CREATING & MANAGING
SUBSCRIPTIONS
Work Smarter, Not Harder
_03

7. S I M P L I F Y C O M P L E X S U B S C R I P T I O N S
Zone Advanced Billing is built entirely in NetSuite which means you can now manage one customer record, one item
master, and leverage native NetSuite reporting capabilities for Subscription metrics. Once a Subscription plan is
generated all subsequent downstream transactions utilize native NetSuite transaction types (Orders, Invoices, Cash
Sales, Payments, Credit Memos, Refunds, etc.)
Subscriptions are unique to the customer and define overall
activation dates and any Subscription level minimum
commitments. Define preferences for payments, invoice
presentation, and renewals.
CREATE SUBSCRIPTION
Add Subscription Items to create the overall plan. As usage is
brought into the system, rating preferences will generate
charges to be invoiced. Items, charges, and usage are all
visible from the Subscription record.
SUBSCRIPTION 360°
The Subscription is linked to the customer record in NetSuite which
enables you to get a truly holistic picture of your customer relationships
from projects, cases, transactions, collections, and metrics.
REPORTING & FINANCIALS

8. S E L L M O R E W I T H F L E X I B L E P R I C I N G O P T I O N S
Increase bookings by empowering your sales team to creatively price and sell Subscriptions. We do this by allowing
Finance to still automate the downstream billing and revenue recognition for the most complex pricing and usage models.
The Subscription Items leverage native Item Master
functionality from NetSuite but is enhanced to allows users to
configure a rate type and a rate plan (which can be customer
specific). As well as, configuring the frequency of charge and
invoice creation and any item level minimum commitments.
SUBSCRIPTION ITEMS
Define usage rates based on pricing tiers and type (linear,
marginal, fixed rate per tier, rate supplied by usage).
RATE PLANS
Consolidate or extrapolate Subscription Items on the invoice based on any
field in NetSuite or usage data from proprietary platforms (i.e. location,
store, user, item, bundle, etc).
INVOICE PRESENTATION

9. Subscriptions Subscription Items
Fixed Fee
One Time Charge
Variable Usage (Rate Plan)
Prepaid Item with Usage
Prepaid Subscription
Customer Deposit
Marginal
Fixed Rate per Tier
Rate Supplied by Usage
Rate Plans
Item Level Minimum Commit
Start & End Date
Tiered and/or aggregated
- Pooling usage (multi-client)
- Link to Master Contracts
- Limit to Specific Customers
- Ignore $0 Charges
- Multi-Currency
Features
Linear
Features
- Define Charge Period & Billing
Frequency
- Rollover Usage
- Forecast Usage & Rates
- Bill in Arrears & Prorate
Customer
Start & End Date
Subscription Items
Master Contract (if applicable)
Subscription Level
Minimum Commit
Start & End Date
Tiered and/or aggregated
Features
- Store Aggregate Charges
- Store Usage Detail
- Set Default terms, payment
method, approvals, invoice
presentation

10. CHALLENGES WITH POINT SOLUTIONS
Billing
Point Solution
Financial
System
Duplicate records –
Items, customer,
invoices, payments, etc.
Finance operates in two
systems –
Duplicate security
settings, inefficient,
difficult user adoption
No unified reporting –
Cannot connect subscription
reporting to financial reporting
Scalability is stalled –
You need two platform
experts to make future
workflows or customizations
Double Admins –
Hard to find Admins with
experience in both
systems. Admin must
manage two user sets
Data Integrity –
Sync errors. Wasted
time error checking
Revenue Recognition
Compliance –
Limited Rev Rec functionality.
Trying to use ERP for just Rev
Rec is very difficult to integrate
Future upgrade Issues –
Upgrades to either
platform could break
integration.
Expensive –
Point solutions typically
charged based on revenue
billed. Costs grow
exponentially with revenue.
Doesn’t integrate to
projects –
If PSA is needed, it’s even
more disparate and hard to
report on profitability
No Inventory Mgmt –
Impossible to manage
inventory and warehouse or
shipping integrations
Global tax & localization –
Difficult to manage local
compliance or foreign tax
in two platforms
More contracts to manage –
Need to negotiate and
renew multiple contracts.
Disparate Support –
There is no single point of
contact for integration or
overall process flow
support

11. COMMON USE CASES SUPPORTED
Fixed recurring fee
One-time fee
Variable usage
Commit plus overage
Prepaid subscriptions (all items/products apply to prepaid qty.)
Prepaid subscriptions based on $ not qty.
Prepaid usage blocks with overage
Prepaid usage w/ overage applied to another block
• Recognize revenue as it’s used for all prepaid usage scenarios
Rollover usage (defined by period)
Pooling of usage tier for rating across multiple customers/accounts/subscriptions
Subscription level minimum commit (Define where to code unused portion to GL/item)
Subscription item level minimum commit
• Minimum commits can be defined period by period and/or aggregated to allow
sales to structure deals with seasonality
Free Trials
Inventory subscription items (Utilize native NetSuite fulfillment, shipping integrations/tracking, or 3PL integrations)
Prorated billing, offset billing, billing in arrears, monthly, quarterly, annual, custom.
Pricing - Linear (rate based on the highest tier achieved), Marginal (individual rate for each tier), Fixed Rate per tier, Rate
Supplied by Usage Table

12. _04 FRONT & BACK END INTEGRATIONS
Prebuilt SFDC integration. Configure quotes out
of SFDC or SF CPQ and when ready have those
subscriptions pushed into NetSuite to allow
Finance to begin billing and recognizing revenue
Let Zone build bi-directional API integrations to
and from NetSuite and your proprietary platforms
(website, portal, database) to generate new
subscriptions, capture changes to plans, and
collect usage without any manual data entry
+
N AT I V E N E T S U I T E
Domestic and Global CC gateways
Multiple Sales and Use Tax Providers Globally
Banking Integrations
Electronic payments (direct debit)
Forecast Billing & Usage
Forecast Revenue Recognition
Report by Native or Custom Dimensions
Taxation
Localization
Currency management (Revaluation)
Collections Workflows
Aging Reports
Easily create credits and refunds
Tied directly to General Ledger Accounts
Inventory fulfillment & shipping tracking
Unified Profession Services Automation (PSA)
Unified Case & Ticketing Management
Native Commissions Calculations
PA R N T E R E C O S Y S T E M
S U I T E A P P. C O M

13. _05 FREQUENTLY ASKED QUESTIONS
1) Do you charge based on revenue billed?
No, the bundle is charged as a flat recurring fee. Professional services charges are kept low and typically
relate to data migration or integrations to proprietary platforms.
2) How long does an implementation take?
Depending on integrations being built phase 1, clients can be live in anywhere from 1 – 4 weeks (if NetSuite is already in place).
3) Can subscriptions include negative amounts?
Yes
4) Can you create credit memos?
Yes
5) Can I edit or amend multiple subscription items all at once?
Yes
6) Do you have SaaS metrics reporting?
NetSuite provides OOTB SaaS metrics that can be leveraged with Zone Advanced Billing. Additionally, Zone is building
enhanced dashboards for key SaaS metrics and should be available or pushed to current users in Q2 2018.
7) Can I suspend or extend subscriptions?
Yes. For renewals you have the option to extend the existing subscription or create a new subscription.
8) Can subscription items start on a different date from the subscription start date?
Yes. In some instances the start date can be unknown and activated automatically on certain triggers.
9) Can revenue recognition be % complete or milestone based from projects managed in NetSuite or a 3rd party platform?
Yes. Projects can still be linked to subscription charge orders to utilize native NetSuite project billing or revenue recognition.
10) What are my options for Invoice presentation?
Summarize from any field. Invoice as a single line or extrapolate one subscription item into hundred of lines to delineate custom identifiers.
Additionally, invoices can be consolidated from multiple subscriptions, master contracts, or related customers.

14. ZONE ADVANCED BILLING
F o r N e t S u i t e
Integrate less. Sell more.