Rillet Sales
The sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
Rillet offers foundational sales capabilities suitable for basic needs. Advanced requirements typically need add-ons or third-party integrations.
The sales scope Rillet ships, grouped as the product itself organises it.
Contracts14
Covers drafting, staging, amending, and closing out revenue contracts, from manual entry through bulk import and AI-assisted upload.
- Add a ContractCovers manually creating a new revenue contract and its line items.
- Managing ContractsCovers viewing and editing an existing contract's items and revenue schedule.
- Copy ContractsCovers duplicating an existing contract as a starting point for a new one.
- How to Create an Auto-Renewing ContractCovers configuring a contract to automatically extend at term end without manual re-entry.
- View GL Impact for Usage CyclesCovers seeing how a usage-billing cycle posts to the general ledger.
- Add a ContractCovers manually creating a new revenue contract and its line items.
- Managing ContractsCovers viewing and editing an existing contract's items and revenue schedule.
- Copy ContractsCovers duplicating an existing contract as a starting point for a new one.
- How to Create an Auto-Renewing ContractCovers configuring a contract to automatically extend at term end without manual re-entry.
- View GL Impact for Usage CyclesCovers seeing how a usage-billing cycle posts to the general ledger.
- Smart Contract UploadCovers uploading a contract document and having Rillet extract its terms automatically.
- Generate 606 Analysis in RilletCovers producing an ASC 606 revenue-recognition analysis for a contract.
- Import Contracts in BulkCovers loading many contracts at once via a CSV template.
- Contract Amendments (API)Covers applying or previewing a change to an in-flight contract via the API.
- Draft Contracts (API)Covers staging a contract in a draft, pre-approval state before it becomes binding.
- Contract Item Usage Tracking (API)Covers recording, retrieving, and removing metered usage quantities against a contract line item.
- Set Contract End Date (API)Covers closing out an open-ended contract by giving it a fixed end date.
- Delete a Contract (API)Covers permanently deleting a contract record via the API.
Will Rillet meet your contracts needs? Build your requirements and perform a full analysis.
Build my requirements →Invoicing & Payments29
Covers creating and sending customer invoices, collecting and recording payments against them, and handling exceptions like credits, refunds, and write-offs.
- Create a New InvoiceCovers manually creating a customer invoice with line items and taxes.
- Send InvoicesCovers emailing a finalized invoice to a customer.
- Add Billing Periods to InvoicesCovers tagging an invoice with the service period it bills for.
- Automated Invoice FrequencyCovers setting a recurring cadence so invoices generate automatically.
- Customer Address Validation for InvoicingCovers checking a customer's billing address for validity before invoicing.
- Create a New InvoiceCovers manually creating a customer invoice with line items and taxes.
- Send InvoicesCovers emailing a finalized invoice to a customer.
- Add Billing Periods to InvoicesCovers tagging an invoice with the service period it bills for.
- Automated Invoice FrequencyCovers setting a recurring cadence so invoices generate automatically.
- Customer Address Validation for InvoicingCovers checking a customer's billing address for validity before invoicing.
- Create a Refund TransactionCovers issuing a refund back to a customer against a prior payment.
- Auto-Pay SettingsCovers enabling automatic charging of a customer's saved payment method when invoices come due.
- Apply an Open Credit to an InvoiceCovers offsetting an outstanding invoice with an existing customer credit balance.
- Import Credit MemosCovers bulk-loading customer credit memos via a CSV template.
- Customer OverpaymentCovers handling a customer payment that exceeds the invoice amount owed.
- Use Dynamic Mentions in Invoice CommunicationsCovers inserting variable placeholders like customer name into invoice emails.
- Custom Email for InvoicingCovers sending invoice emails from a company's own address rather than a Rillet default.
- Custom Brand Colors for Customer DocumentsCovers applying a company's brand colors to invoice PDFs and portals.
- Turn Off Automatic RemindersCovers disabling scheduled reminder emails for overdue invoices.
- Add a Credit MemoCovers manually creating a credit memo that reduces a customer's balance owed.
- Create a New ProductCovers defining a sellable product or service and its pricing so it can be added to contracts and invoices.
- Add a New Customer to RilletCovers creating the master record for a new customer that can then be billed.
- Managing CustomersCovers editing an existing customer's billing profile and details.
- Customer StatusCovers the states a customer record can be in, such as active or churned.
- Customer StatementsCovers generating a statement summarizing a customer's invoice and payment history.
- Invoice a New CustomerCovers the end-to-end steps to bill a newly added customer for the first time.
- Write Off Bad DebtCovers recording an invoice as uncollectible so it no longer counts toward AR.
- Record & Reverse Invoice Payments (API)Covers recording, correcting, or reversing a payment applied to an invoice via the API.
- Update or Delete an Invoice (API)Covers replacing or permanently deleting an invoice record via the API.
- Recalculate Invoice Taxes (API)Covers refreshing the tax lines on an invoice after a rate or address change.
- Mark Invoice Sent Status (API)Covers flagging an invoice as delivered to the customer via the API.
- Credit Memo Applications (API)Covers applying or clearing how a credit memo offsets one or more invoices via the API.
- Update or Delete a Credit Memo (API)Covers editing or removing a credit memo record via the API.
Will Rillet meet your invoicing & payments needs? Build your requirements and perform a full analysis.
Build my requirements →Usage-Based & Minimum Commitments8
Covers billing customers based on metered usage plus minimum spend commitments, including uploading and adjusting usage data.
- Create a Usage-Based ProductCovers configuring a product priced by metered usage rather than a flat fee.
- Add a Usage-Based ContractCovers building a contract line item that bills against usage volume.
- Upload Usage DataCovers importing metered usage quantities in bulk for a billing period.
- Set Up the Usage Minimum CommitmentCovers configuring a minimum spend floor that applies regardless of actual usage.
- Set Up Commitment ContractsCovers building a contract structured around a committed spend or volume level.
- Create a Usage-Based ProductCovers configuring a product priced by metered usage rather than a flat fee.
- Add a Usage-Based ContractCovers building a contract line item that bills against usage volume.
- Upload Usage DataCovers importing metered usage quantities in bulk for a billing period.
- Set Up the Usage Minimum CommitmentCovers configuring a minimum spend floor that applies regardless of actual usage.
- Set Up Commitment ContractsCovers building a contract structured around a committed spend or volume level.
- Remove Usage AmountsCovers deleting previously entered usage quantities for a given date.
- Update Existing Usage AmountsCovers correcting a previously entered usage quantity.
Will Rillet meet your usage-based & minimum commitments needs? Build your requirements and perform a full analysis.
Build my requirements →The Rillet Evaluation Kit
An independent assessment of Rillet — strengths, gaps and real pricing — plus a requirements template you can score its sales against alongside every other system on your shortlist.
Rillet Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Rillet independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so sales sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Rillet Evaluation Kit
Rillet add-ons & integrations
Extend Rillet with best-of-breed software that integrates with it:
Sales — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months | |
 | ★★★ strong | Process manufacturers (food, chemicals, pharma) needing batch/formula control | Custom | 8–15 months | |
 | ★★★ strong | Small businesses and startups wanting affordable, modular ERP | $24.90/user/mo | 1–4 months | |
 | ★★★ strong | Professional services firms already on Salesforce | $100/user/mo | 3–7 months | |
 | ★★★ strong | Manufacturers and distributors already on Salesforce wanting native ERP | $150/user/mo | 4–8 months | |
 | ★★ moderate | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months |
Evaluating sales on Rillet
What to put in front of the vendor before you commit.
- 1Order processing depth: allocation, backorders, partial shipments, returns
- 2Pricing sophistication — contract, volume and margin-based discount approval
- 3Quote-to-order workflow automation and real-time stock visibility
- 4How much customer management the module really has, versus needing Salesforce or HubSpot alongside it
- 5Customer self-service portal capabilities
Rillet starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–10 weeks implementation.
Full Rillet pricing breakdown →Need help evaluating Rillet sales?
Tell us what you need it to do and we'll help you work out whether Rillet is the right fit — and which partners have done it before.
Rillet Sales FAQ
Does Rillet manage customer contracts for revenue recognition?
Yes — Contracts covers drafting, staging, amending, and closing out revenue contracts, from manual entry through bulk import and AI-assisted upload, feeding directly into Rillet's revenue recognition engine.
Can Rillet bill customers based on usage plus a minimum commitment?
Yes — Usage-Based & Minimum Commitments covers billing customers on metered usage plus minimum spend commitments, including uploading and adjusting usage data, a common SaaS pricing structure Rillet supports natively.
Is Rillet's CRM capability a sales pipeline tool?
No — Rillet's CRM-adjacent capability is rated basic and centers on contract and billing records rather than lead or opportunity management. Sales teams typically run a separate CRM that feeds contract data into Rillet.
How does Rillet handle bulk contract imports?
Contracts supports bulk import and AI-assisted upload alongside manual entry, useful for companies migrating a large existing contract base onto Rillet from NetSuite, Sage Intacct, or spreadsheets.
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