Billing

Scope

Plans, subscriptions, contract changes and the billing actions finance takes when an account needs attention.

Products and plans

Every plan belongs to a product. When you create a plan you must pick its product. A plan has a customer-facing name, monthly and optional annual prices, and resource limits. A plan can only be sold when it is marked sellable and both billing and the product report it as ready. Trial plans are marked as trial offers and have a set number of trial days.

Subscriptions

The customer billing view lists each product the customer bought with its plan, agreed price, contract term, status and next billing date. Prices come from the customer’s sold contract. Editing a catalog price later does not change what the customer is billed.

Trial subscriptions do not generate invoices. When a trial ends, the customer gets a three-day grace period. After that the subscription expires and product access is removed. To keep service, move the customer to a paid plan.

Terms outside the entity’s approval thresholds (discount, annualized value, or a term other than 1, 12, 24 or 36 months) need approval before the subscription is created.

Changing a contract

• Upgrades mid-period produce two invoices for that period: one issued at once for the difference over the remaining days, and the normal invoice at the end of the period.
• End contract asks for a churn reason and whether to cancel at the end of the period or now. An immediate cancellation with a refund shows as pending until the refund settles.
• Pause contract and Resume contract appear only when the contract allows them.

Repeating a cancellation request is safe. It does not create a second request.

Credits, refunds and write-offs

Billing & AR has a workspace for credit balances, the refund queue and write-off decisions for the selected company entity. Reconciliation & exceptions compares open receivables with the accounts receivable balance in the ledger and shows any difference.

Customer self-service

You can send a customer a statement of account, give them access to the billing portal to manage payment methods, and turn on autopay. Failed charges open a dunning item.