WBAMS (Web Billing & Accounting Management System) runs the business side of an organization from one installation on your own server: billing, clients, support, the public website, members and staff, and giving.
One record, all the way through
Most organizations keep their invoices in one tool, their support in another and their website in a third, and somebody copies the customer story between them by hand. WBAMS keeps them together. A client is one account with its services, invoices, payments, quotes, tickets, emails and notes side by side, so nobody has to rebuild the history from separate systems.
The parts
- BillingInvoices, quotes, recurring billing, credit, tax, refunds and disputes.
- Payments and checkoutA store with plans, add-ons and promotions, and 20 payment gateways.
- Clients and portalAccounts, users and contacts, and a portal where clients pay, order and ask.
- SupportDepartments, tickets, escalations, a knowledgebase, updates and downloads.
- WebsiteA page builder with 55 section types, menus, galleries and events, in light and dark mode.
- PeopleMembers with membership types and dues; staff with timesheets, time off and pay runs.
- GivingCauses, one-time and monthly gifts, receipts and donor history.
- CommunicationOutgoing email, webmail and mailboxes, campaigns, newsletters and text-message notifications.
- Automation and reportsA scheduler for the recurring work, 33 reports and an insights dashboard.
- Extend136 API actions, hooks, add-on and gateway modules.
Yours to shape
The installer asks what kind of organization you are and installs only what you need. A part you decline has no tables and no menu; you can switch it on later under Setup › Management Levels, and switching something off never deletes its records.
Read next: your first day with WBAMS and shaping your workspace.