Billing and tax at volume

FinTech & Web3
Volume Billing Builds a Tax-Ready Billing Portal in 18 Months
About
Volume Billing is a Dallas-based SaaS company that handles subscription, usage and device billing, including vehicle subscription billing, for businesses that bill at high volume. Its customers depend on accurate invoices and correct tax across large numbers of accounts, contracts and orders, which makes billing accuracy and speed central to everything the product does.

Client Review

Very good developer. Focused on requirements and also end to end design.

50+ releases

Shipped over 18 months

12 modules

Accounts through to receivables

Angular 12

Upgraded from 9 mid-delivery

Avalara tax

Calculated on every order

1 team

Product owner to production

Challenge

Traditional billing tools could not handle subscription, usage-based and device billing at volume. The result was revenue leakage, manual cross-checking and tax that had to be checked by hand, all of which slowed invoicing and put accuracy at risk. Volume Billing needed one portal covering accounts, contracts, orders, usage and receivables, with tax right on every order and tables the team could change without waiting on developers.

Solution

We owned portal delivery for 18 months, working with Volume Billing’s product owner, architect and backend developer and shipping against their requirement and error documents sprint after sprint.

Discovery & Strategy
  • Turned each sprint’s requirement and error documents into scoped releases
  • Chose a server-side Avalara integration after comparing both SDKs
  • Planned the Angular 9 to 12 upgrade alongside feature work
Design & Engineering
  • Built 12 portal modules in Angular, connected to the Spring Boot REST APIs
  • Integrated Avalara tax estimation and post-tax on order creation
  • Added address validation and moved data to MongoDB Atlas
  • Built config-driven tables, two-level grouping and quotes with PDF output
  • Built dark mode and fixed selected-row highlighting in tables
Security & Reliability
  • Added Keycloak sign-in and record locking against conflicting edits
  • Fixed a long-standing bug in the third-party table library

The Results

Outcome Summary
Over 18 months and more than 50 releases, Volume Billing kept extending scope with the same team. Billing, tax and receivables moved out of manual cross-checking and into one portal with Avalara tax on every order. The product owner described the work as focused on requirements and end-to-end design.

The Technology That We Used

Angular
Java Spring Boot
MongoDB Atlas
Avalara AvaTax
Keycloak
REST APIs
Bitbucket

Ready to reduce your technology cost?

Recent Case Studies

Events & Media
A real-time virtual venue that let INFOMOTION’s event guests network live, delivered in about three months.
SaaS & Software
Falink Cloud’s operations platform upgraded seven Angular versions in one engagement, with every module still working.
Events & Media
A German client’s video library organized by category and tag, with user management and a live test deployment.