Subscription Billing owns customer subscription terms, published price versions, accepted usage events, rating evidence, recurring invoice preparation, credits and payment follow-up. It supports flat, per-unit, graduated and volume pricing, explicitly configured usage aggregation and actual-seconds proration.
Subscriptions in one list
| Subscription number | Customer | Price plan | Current period start | Current period end | Status | |
|---|---|---|---|---|---|---|
| SBS-16962 | Northstar Fieldwork | Enterprise annual, custom seats | 02 Nov | 11 Nov | Active | |
| SBS-31755 | Cedar Grove Clinic | Business annual, 100 seats | 18 Oct | 20 Oct | Past due | |
| SBS-16021 | Stonefield Research | Business annual, 100 seats | 31 Oct | 03 Nov | Cancel at period end | |
| SBS-77919 | Northstar Fieldwork | Team annual, 20 seats | 24 Oct | 02 Nov | Active | |
| SBS-11302 | Harbor Point Studio | Team annual, 20 seats | 30 Oct | 08 Nov | Past due |
The Billing Manager publishes the independently reviewed price version.
Every feature works on the same records. Pick one to see the screen your team works in.
Turn product prices into clear, versioned subscription terms.
Approval conditions
| Plan number | Name | Currency | Pricing mode | Effective from | Prepared by | |
|---|---|---|---|---|---|---|
| PP-93174 | Starter monthly, 5 seats | USD | Flat | 01 Nov | Jonah Fisher | |
| PP-13094 | Team monthly, 20 seats | CAD | Per unit | 16 Oct | Jonah Fisher | |
| PP-91486 | Growth monthly, 50 seats | GBP | Graduated | 13 Oct | Victor Chen | |
| PP-25912 | Business annual, 100 seats | EUR | Volume | 16 Oct | Amelia Torres | |
| PP-86396 | Usage only, API calls | AUD | Flat | 20 Oct | Nia Campbell |
Manage accepted subscriptions, renewals and effective changes without losing earlier terms.
Subscriptions
| Subscription number | Price plan | Current period start | Current period end | Quantity | Status | |
|---|---|---|---|---|---|---|
| SBS-25832 | Usage only, API calls | 24 Oct | 01 Nov | 110 | Pending | |
| SBS-27053 | Team monthly, 20 seats | 19 Oct | 27 Oct | 330 | Active | |
| SBS-99859 | Starter monthly, 5 seats | 29 Oct | 07 Nov | 590 | Paused | |
| SBS-16471 | Usage only, API calls | 02 Nov | 10 Nov | 840 | Past due | |
| SBS-63877 | Growth monthly, 50 seats | 14 Oct | 16 Oct | 840 | Cancel at period end |
Turn accepted usage events into an explainable billing quantity.
Approval conditions
| Adjustment number | Subscription | Original invoice line | Net delta | Tax delta | Reason | |
|---|---|---|---|---|---|---|
| BA-57757 | Cedar Grove Clinic, growth plan | October growth seat overage | 850 | 910 | Prorated seat increase | |
| BA-32732 | Summit Vale Services, growth plan | October growth platform fee | 280 | 700 | Service credit for outage | |
| BA-47862 | Cedar Grove Clinic, growth plan | September API usage, 84k calls | 70 | 350 | Corrected duplicate usage | |
| BA-16327 | Willowbend Labs, usage plan | Annual support add-on | 380 | 840 | Courtesy renewal discount | |
| BA-70278 | Harbor Point Studio, team plan | October growth platform fee | 570 | 390 | Tax exemption approved |
Issue subscription invoices with a preserved price, usage and tax calculation.
Approval conditions
| Run number | Subscription | Period start | Period end | Prepared at | Prepared by | |
|---|---|---|---|---|---|---|
| BR-82772 | Willowbend Labs, usage plan | 31 Oct | 09 Nov | 24 Oct | Nia Campbell | |
| BR-85913 | Blue Orchard Media, usage plan | 28 Oct | 04 Nov | 10 Nov | Jonah Fisher | |
| BR-59619 | Willowbend Labs, usage plan | 30 Oct | 01 Nov | 20 Oct | Dalia Mansour | |
| BR-62087 | Summit Vale Services, growth plan | 26 Oct | 30 Oct | 26 Oct | Victor Chen | |
| BR-90168 | Cedar Grove Clinic, growth plan | 27 Oct | 03 Nov | 03 Nov | Mika Sato |
Follow up on unpaid invoices using the actual collection outcome.
Dunning cases
| Case number | Customer | Invoice | Next action at | Stage | Owner | |
|---|---|---|---|---|---|---|
| DC-95881 | Harbor Point Studio | Summit Vale Services, October invoice | 15 Oct | Reminder | Elise Laurent | |
| DC-23807 | Willowbend Labs | Stonefield Research, annual renewal | 12 Oct | Retry review | Nia Campbell | |
| DC-48646 | Marshview Design | Blue Orchard Media, September usage | 20 Oct | Escalated | Mika Sato | |
| DC-73222 | Northstar Fieldwork | Marshview Design, annual renewal | 02 Nov | Final notice | Nia Campbell | |
| DC-56848 | Northstar Fieldwork | Marshview Design, annual renewal | 02 Nov | Reminder | Mika Sato |
Track subscription billing, usage and collection with a consistent reporting basis.
Billing runs
| Run number | Subscription | Period start | Period end | Cutoff at | Status | |
|---|---|---|---|---|---|---|
| BR-31522 | Stonefield Research, annual plan | 24 Oct | 29 Oct | 31 Oct | Draft | |
| BR-98466 | Cedar Grove Clinic, growth plan | 24 Oct | 02 Nov | 09 Nov | Submitted | |
| BR-31433 | Blue Orchard Media, usage plan | 23 Oct | 28 Oct | 05 Nov | Draft | |
| BR-72199 | Blue Orchard Media, usage plan | 25 Oct | 01 Nov | 06 Nov | Submitted | |
| BR-43277 | Blue Orchard Media, usage plan | 24 Oct | 29 Oct | 06 Nov | Draft |
Subscription to collection ships ready to use. 2 steps need a named approval before the work moves on: Agree pricing (Billing Manager) and Review billing (Billing Manager).
Review the pricing mode, unit basis, band boundaries and effective version before publishing the prepared plan.
Receive verified event identities, reject conflicts and place accepted measurements into the correct occurrence-time interval.
Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.
Collect under the accepted mandate and apply verified settled results. Reconcile an unknown instruction before another collection attempt.
Recheck the current balance before each reminder or permitted retry; pause and escalate customer disputes with their history.
Open any subscription to see its billing adjustments, the roles that work on it, its process stages and its approvals on one page.
Price plan, Current period start and Current period end.
Each line is linked to this subscription.
Support, Customer and Finance Viewer, each with their own permissions.
Activate the subscription and Apply accepted changes, with the role that acts.
Agree pricing and Review billing, with who decides.
Enterprise annual, custom seats · Active
| Adjustment number | Subscription | Original invoice line |
|---|---|---|
| BA-57757 | Cedar Grove Clinic, growth plan | October growth seat overage |
| BA-32732 | Summit Vale Services, growth plan | October growth platform fee |
| BA-47862 | Cedar Grove Clinic, growth plan | September API usage, 84k calls |
Signed in as Billing Manager
| Decision | Approver | |
|---|---|---|
| Agree pricingReview the pricing mode, unit basis, band boundaries and effective version before publishing the prepared plan. | Billing Manager | |
| Review billingReview the prepared interval and issue its invoice once. | Billing Manager | |
| Review configured proration, tax and collection policy | Billing Manager |
Everyone opens Subscription Billing to the work that is theirs. Pick a role to see what it starts with.
Manage Users and configured ingestion, tax, payment and accounting connections.
Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.
This is the first screen this role sees.
Billing runs · Billing Manager
| Run number | Subscription | Period start | Period end | Prepared at | Prepared by | |
|---|---|---|---|---|---|---|
| BR-82772 | Willowbend Labs, usage plan | 31 Oct | 09 Nov | 24 Oct | Nia Campbell | |
| BR-85913 | Blue Orchard Media, usage plan | 28 Oct | 04 Nov | 10 Nov | Jonah Fisher | |
| BR-59619 | Willowbend Labs, usage plan | 30 Oct | 01 Nov | 20 Oct | Dalia Mansour | |
| BR-62087 | Summit Vale Services, growth plan | 26 Oct | 30 Oct | 26 Oct | Victor Chen | |
| BR-90168 | Cedar Grove Clinic, growth plan | 27 Oct | 03 Nov | 03 Nov | Mika Sato |
Prepare Customers, price plans, subscription changes and billing runs.
This is the first screen this role sees.
Usage events · Billing Operator
View assigned customer subscription dates, issued invoices and public usage summaries.
This is the first screen this role sees.
Invoices · Support
Read own Customers, Subscriptions, issued Invoices, issued credit notes and permitted usage aggregates.
This is the first screen this role sees.
Invoices · Customer
View seller-entity scoped billing, collection and subscription reports.
This is the first screen this role sees.
Invoices · Finance Viewer
Explain subscriptions, billed usage and actual collection.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 36 | ||
| Active | 14 | 39% | |
| Paused | 6 | 43% | |
| Past due | 2 | 33% |
Sample counts per stage
Explain additions, accepted plan changes, pauses and cancellations on a consistent as-of basis.
Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.
Trace billed units through frozen event aggregates, included allowances, tiers and the published plan version.
Reconcile issued invoice net and tax amounts with approved issued line-linked credits.
Age collectible invoice balances from their agreed due dates at the selected reporting date.
Separate pending, authorised, settled, refunded, disputed and unknown provider results.
Identify upcoming follow-up, skipped paid documents and observed delivery outcomes.
See how Subscription Billing fits your kind of team.
Teams billing recurring software plans and accepted changes to seats or features.
API, data and infrastructure services charging for an explicitly measured unit.
Businesses collecting repeat service fees and maintaining customer billing history.
Each stage of subscription to collection names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Configure subscription plans and investigate billing evidence with Proto.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 23 tablesStart with one team and one process, then add the rest once the basics are running.
Define products, intervals, quantity bases, tiers, included usage, proration, currencies and acceptance evidence.
Import customer scope, active subscriptions, published prices, outstanding documents and settled receipts without repeating collection.
Validate event identity, aggregation, cutoff and tax-result handling against explicit examples.
Test one issue per interval, tier boundaries, effective changes, late usage, credits and separate refunds.
Test unknown provider outcomes, dispute holds, customer account isolation and revoked mandates through UI and API.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started to create your ERP.AI account, then use Proto to configure Subscription Billing. Bring your accepted plans, customer accounts, meter definitions, billing review process and payment connections.
A published plan can define its base amount and an explicit contracted or metered quantity basis. The accepted allowance, aggregation and pricing mode determine how the variable amount is calculated.
Graduated pricing rates the units in each used band. Volume pricing selects a band from total billable quantity and applies that band’s configured rate to the quantity. Published tier boundaries and examples make the calculation reviewable.
An identical source event identity and payload returns its earlier accepted result. The quantity is not added again. A changed payload under the same identity becomes a conflict for investigation.
The billing candidate records its occurrence-time interval and receipt cutoff. Late accepted usage can enter an unissued replacement candidate or a reviewed adjustment for an already issued interval, preserving the earlier invoice.
Accepted changes retain an effective instant and both sets of terms. A plan with actual-seconds proration shows the old unused credit and new remaining charge separately; a no-proration plan follows its accepted rule.
The provider outcome must be verified. Pending, authorised and unknown attempts remain separate from settled receipts. A timeout keeps the original instruction identity until reconciliation prevents an accidental second charge.
A dunning stage records collection follow-up. A service change requires the accepted subscription policy and an explicit authorised lifecycle transition. Sending a reminder alone does not cancel the agreement.
Preserve the issued document and independently review the difference from its corrected source. An undercharge can produce a linked correction invoice or later billing line; an overcharge produces credits tied to the actual remaining billed line amounts. If cash needs to be returned, a separate refund request retains its own approval and observed provider outcome.
The app reports accepted recurring commitments, issued billing and actual collection on a stated basis. Revenue recognition and general-ledger posting belong to the configured accounting system and its approved policies.
Start free, then use Proto to change fields, steps and approvals before your team goes live.