Mango Billing

Invoicing, collections, revenue recognition, commissions, and tax — the finance motion for the revenue stack.

MangoApps

Overview

Mango Billing owns the finance / AR surface for the revenue stack. AR aging dashboard, automated dunning sequences (day 7/14/30/45), ASC 606 revenue recognition with period close + GL export, tiered-accelerator commission plans with per-rep attainment tracking, Anrok tax integration, and an Ask AI agent for finance questions. Built on the existing Billing::* domain layer (Invoice, Subscription, Stripe, Refund, CreditTransaction). Replaces the sysadmin BillingInvoicesController + CustomerBillingController with a workflow-aware, tenant-scoped surface.

Productivity Utility

Highlights

Track AR aging across 0–30 / 31–60 / 61–90 / 90+ buckets for every open invoice.

Automate dunning sequences with configurable day 7 / 14 / 30 / 45 cadence and pause/resume controls.

Recognize revenue on ASC 606 schedules with period-close workflow and journal-entry CSV export.

Pay tiered-accelerator commissions per event type (new logo, renewal, expansion) with per-rep attainment tracking.

Sync tax automatically via Anrok on every invoice, with a jurisdiction liability summary.

Ask the Mango Billing AI agent finance questions like "which invoices are in 30+ day dunning?" right from the sidebar.

Capabilities

Invoices & Collections

Invoice list + detail view (tenant-scoped)
Mark paid, void, write off, send reminder, download PDF
Manual invoice creation for non-Stripe billing
Stripe webhook sync (paid / failed / overdue)
AR aging dashboard with bucket breakdown

Dunning

Per-invoice DunningSequence state machine
Configurable cadence (default: day 7 / 14 / 30 / 45)
Hourly DunningAdvanceJob advances sequences past thresholds
Pause/resume a sequence (e.g., customer in dispute)
DunningEvent audit log per sequence transition

Revenue Recognition

RevenueSchedule per subscription / contracted invoice
Monthly RevenueScheduleEntry rows with period_start/period_end
Straight-line recognition across contract term
Period-close workflow (stamp recognized_at on entries)
Journal-entry CSV export for NetSuite / QuickBooks

Commissions

CommissionPlan with nested CommissionPlanTier rows per event type
Tiered accelerators (e.g., 8% to $500k, 12% above)
Per-rep CommissionAttainment quarterly rollups
Auto-fires on ProposalService#mark_won and RenewalProposalGenerator
Earnings approval + payout CSV export

Tax (Anrok)

Billing::Anrok::Client REST wrapper
AnrokSyncJob on invoice creation
TaxTransaction audit record per synced invoice
Jurisdiction liability summary view

AI Agent & Analytics

MangoBillingAgent answers finance questions via Ask AI
Tools: AR aging, search invoices, customer financial summary
Analytics: DSO, collection rate, aging detail (admin-only)
CSV export of invoices, earnings, and journal entries

Limits & Specs

Default payment terms: Net 30 (configurable)
Default dunning cadence: Day 7 / 14 / 30 / 45
Revenue recognition method: Straight-line, monthly
Tax provider: Anrok (optional)
Payment rail: Stripe (unchanged)
Allowed roles: Admin, Super Admin

Use cases

Controller reviews overdue AR

Open the AR aging dashboard, see bucketed totals across 0–30 / 31–60 / 61–90 / 90+ days, and drill into the oldest invoices still in active dunning.

Pause dunning mid-negotiation

Customer is renegotiating a contract — pause their dunning sequence from the invoice detail page so they stop receiving collections emails.

Close the books each month

Review the current period's revenue schedule entries, close the period to stamp recognized_at atomically, and export the journal-entry CSV for NetSuite or QuickBooks.

Approve quarterly commissions

Sales ops reviews per-rep earnings with attainment-to-date, sees tier-boundary splits on large deals, bulk-approves, and exports the payout CSV for finance.

Write off an uncollectable invoice

Apply a write-off to a long-overdue invoice using the existing Refund + CreditTransaction services — the AR aging buckets rebalance automatically.

Answer finance questions from Ask AI

Ask the Mango Billing agent "which invoices are in 30+ day dunning?" or "what are commissions owed this quarter?" and get grounded answers with links back to the source records.

Resources

Product demos on YouTube (MangoApps)

Video

Watch product demos and walkthroughs on the MangoApps YouTube channel.

MangoApps — Book a Demo

Website

Talk to the team about rolling Mango Billing out alongside Mango GTM and Mango CS for the full revenue stack.

FAQ

Sysadmin billing is a platform-admin surface designed for MangoApps staff. Mango Billing is a workflow-aware tenant app: it adds dunning, revenue recognition, commissions, and tax on top of the same Billing::Invoice / Billing::Customer domain layer. The sysadmin surface is retired when Mango Billing ships.

No. Mango Billing reads the existing Billing::* tables in place — Invoice, Subscription, Customer, Refund, CreditTransaction, Event. New tables only back dunning, revenue recognition, and commissions; history stays where it is.

Turn off commissions_enabled in Settings. The rest of the app (invoices, dunning, RevRec, tax) still works, and commission plans and earnings stay hidden from the nav.

No. Tax is off by default. Flip tax_enabled and paste an Anrok API key to sync. Without Anrok, invoices still flow — finance can add tax manually on manual invoices.

No. Stripe remains the payment rail. Mango Billing sits on top of the existing Billing::StripeService + WebhookProcessor — webhook events keep updating local Billing::Invoice records as they always have. Mango Billing adds the workflow layers finance owns (dunning, close, commissions).