Billing as a Service
for Microsoft Teams
Manage Quotations, Sales Orders, and Sales Invoices without leaving Microsoft Teams and tie every document straight back to the CRM Opportunity that started it.
Full access. No credit card required.
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Why Your Organization Needs
Billing as a Service
Billing as a Service is a Microsoft Teams billing app that takes a deal from Quotation through Sales Order to Sales Invoice with a flexible product Catalog, configurable tax rules, and line-level discounts all inside Teams.
Ideal for sales, finance, and service teams, Billing as a Service keeps quoting and invoicing directly connected to the relationships and conversations already happening in CRM as a Service, so nothing gets re-typed and nothing falls out of sync.
Key Benefits of using
Billing as a Service
​Save Time and Close the Loop from Deal to Invoice
Work directly in Microsoft Teams, with every Quotation, Sales Order, and Invoice linked back to its CRM Opportunity. No exporting to a separate billing tool, no re-entering customer details, the full sales-to-cash record lives in one place.
Easy to Use
Built on the same platform and interface language as CRM as a Service, Billing feels immediately familiar. If your team already knows CRM, there's next to no learning curve here.
Stay Accurate with Flexible Pricing and Tax
Apply discounts at the line or the total level, add extra fees, and configure tax as inclusive, exclusive, or composite with consistent rounding applied identically across preview, saved record, and PDF.
Simple and Intuitive
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Convert a Quotation to a Sales Order in one step
All key details at your fingertips: items, tax, discounts, and more
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Generate a polished PDF instantly
Key Features
of Billing as a Service
Billing Document
Manage the full lifecycle from Quotation to Sales Order to Sales Invoice: build, approve, and convert to the next stage in one step.
Contact & Organization
​Capture all key information about your contacts and organizations to better engage with your audience.
Interaction & Audit Trail Tracking
Track all key information changes and get an accurate and comprehensive view of your customer data.
Opportunity Linkage
Billing links to CRM as a Service, connecting Quotations, Sales Orders, and Invoices to your CRM records.
Syncs with Outlook Contacts, Calendar, and Email
All your tools work together for enhance efficiency and productivity
Real-Time Notification
Stay updated with real-time notification, ensuring you never miss important updates and can respond promptly
Catalog & Tax Configuration
A shared catalog of products and services with pricing, currency, and tax, with flexible inclusive, exclusive, or composite tax per item.
Multi-Languages
English, French, Spanish, Portuguese, German, Korean, Italian, Japanese, Chinese, Indonesian, Arabic, Netherlands, Hindi, etc.
Unlimited User
Everyone in your organization can collaborate seamlessly, enhancing teamwork and productivity
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Line & Total-Level Discounts
Apply a discount to an individual line item or across the whole document, plus additional fees beyond the catalog price.
Pay for Your Real Usage
No need to worry about dormant users, pay only for what you really use.
Custom Form
Tailor the structure and flow of your data collection and sales process to fit your specific business needs
API
(Coming soon) Automate Billing interactions and connect to your existing tools.
Features Integrated with
Microsoft 365
Microsoft Teams Native Development
Built natively for Microsoft Teams, it takes full advantage of the platform’s features.
Simple & Intuitive UI
The interface is smooth and easy to use, requiring no training or user guides.
Web, Desktop & Mobile Ready
Use it on any device with the same seamless experience, desktop, mobile, tablet, or web.
Microsoft Single Sign-on
No extra logins needed. Users sign in with their Teams account, with no separate user lists to manage.
Microsoft 365 Security & Compliance
Billing as a Service follows Microsoft 365 standards to keep sensitive data secure and confidential.
Microsoft Azure High Availability
Hosted on Microsoft Azure, the app runs on a reliable, scalable, and secure cloud infrastructure.
Flexible Setup & Smart Sync
Same SharePoint, Same Tenant
Tailor Your Tax and Discount Rules
Unified Chat
Enhance Your Experience with Billing as a Service Integration and Add-ons
At TeamsWork, we help organizations get the most out of their Microsoft investment. Our integrations and add-ons make daily operations easier, whether you’re a non-technical user or a tech professional.
Seamlessly Integrate Billing as a Service
Billing API
(Coming soon) A Billing API to connect to your existing systems and the rest of the Microsoft ecosystem, the same way CRM API works today.
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Billing API
Power BI
Advanced Billing Analysis with Power BI
Harness the power of data analytics without needing coding skills. Our ready-to-use Power BI report, integrated with Billing as a Service.
Only 1 Subscription per Organization needed!
Unlimited Users!
Pricing shown in USD/EUR excluding tax. Actual prices may vary by region and currency. Your local pricing will be calculated at checkout.
Free Plan (Free Forever)
US$0
Ideal for any organization or individuals with low billing volume but still wants to leverage a Billing platform.
Free tier plan includes:
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15 Billing Documents/month
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Desktop, Mobile & Web version
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Single Sign On
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Azure High Availability
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Security & Compliance
Premium Plan
US$8.75/org/month
Basic features for organizing your billing documents and tracking sales activities. Ideal for small teams starting their Billing journey.
Includes Free Plan, plus:
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600 Billing Documents/year
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XL/CSV Export
Professional Plan
US$29.50/org/month
Recommended
Comprehensive Billing capabilities with Microsoft 365 integration and customizable fields. Perfect for growing teams needing robust tools.
Includes Premium Plan, plus:
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1800 Billing Documents/year
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Custom Fields
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Unlimited Legal Organizations
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API Access (Soon)
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Priority Support
Leader Plan
US$88.50/org/month
Designed for growing organizations, the Leader Plan offers an expanded quota to manage a higher volume of billing documents.
Same as Pro Plan, with:
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6000 Billing Documents/year
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9 Mailboxes Sync
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Power BI Report (Soon)
Enhance your Billing as a Service Experience with our Power BI Report
Power BI Report (Add On)
Start at US$10/org/month
Our ready-to-use Power BI report for Billing as a Service delivers deep insights into Opportunities and Sales performance. Available exclusively on Professional plans and above.
Features:
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Ready-to-use KPIs, visuals, and filters
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Licensed to edit reports, visuals, and formulas
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Ready for Power BI Desktop personalization, and
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Power BI Service publishing (Power BI Pro license required)
Billing Anytime, Anywhere
Available on Mobile, Web & Desktop!
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Frequently Asked Questions
Where is my data stored, and is it secure?
TeamsWork servers and databases are hosted on Microsoft Azure. This gives Billing as a Service a secure, reliable cloud foundation for storing customer, sales, and opportunity data.
Does my company need Microsoft Teams to use Billing as a Service?
Yes. Billing as a Service is designed to work inside Microsoft Teams and the Microsoft 365 ecosystem, on the same platform as CRM as a Service.
Do I need CRM as a Service to use Billing?
No. Billing can be used standalone, but it's most effective paired with CRM as a Service, since Quotations, Sales Orders, and Invoices can link directly to CRM Opportunities.
TeamsWork apps include privacy and security measures that help organizations meet data protection requirements, including HIPAA and GDPR.
Read more about HIPAA compliance.
Read more about GDPR compliance.
