Plans and pricing
Turn product prices into clear, versioned subscription terms.
Subscription Billing
Turn recurring plans and product usage into clear customer billing.
Subscription billing software for recurring invoices, usage metering, tiered pricing, proration, payment collection and dunning.
YouStatusActivePastDueCancelAtPeriodEnd
| Subscription Number | Customer | Price Plan | Current Period Start | Current Period End | Status |
|---|---|---|---|---|---|
| SBS-16962 | CUS-018 | PP-26101 | 27 Sep | 06 Oct | Active |
| SBS-31755 | CUS-012 | PP-37785 | 12 Sep | 14 Sep | PastDue |
| SBS-16021 | CUS-199 | PP-74120 | 25 Sep | 28 Sep | CancelAtPeriodEnd |
| SBS-77919 | CUS-098 | PP-71037 | 18 Sep | 27 Sep | Active |
| SBS-11302 | CUS-143 | PP-86079 | 24 Sep | 03 Oct | PastDue |
| SBS-71746 | CUS-106 | PP-36771 | 24 Sep | 02 Oct | CancelAtPeriodEnd |
Illustrative records derived from the system specification.
Built for recurring and usage-based businesses
Billing teams and subscription businesses managing recurring charges, metered usage and customer payments.
- Defined tables
- 23
- Operational views
- 15
- Defined roles
- 6
- Reports
- 7
Defined in the planned system specification.
What’s inside.
Subscription billing software for recurring invoices, usage metering, tiered pricing, proration, payment collection and dunning.
Subscription lifecycle
Manage accepted subscriptions, renewals and effective changes without losing earlier terms.
Usage metering
Turn accepted usage events into an explainable billing quantity.
Invoices and proration
Issue subscription invoices with a preserved price, usage and tax calculation.
Payments and dunning
Follow up on unpaid invoices using the actual collection outcome.
Billing operations and reporting
Track subscription billing, usage and collection with a consistent reporting basis.
Bring recurring plans and product usage into clear customer billing
YouStatusActivePastDueCancelAtPeriodEnd
| Subscription Number | Customer | Price Plan | Current Period Start | Current Period End |
|---|---|---|---|---|
| SBS-16962 | CUS-018 | PP-26101 | 27 Sep | 06 Oct |
| SBS-31755 | CUS-012 | PP-37785 | 12 Sep | 14 Sep |
| SBS-16021 | CUS-199 | PP-74120 | 25 Sep | 28 Sep |
| SBS-77919 | CUS-098 | PP-71037 | 18 Sep | 27 Sep |
| SBS-11302 | CUS-143 | PP-86079 | 24 Sep | 03 Oct |
| SBS-71746 | CUS-106 | PP-36771 | 24 Sep | 02 Oct |
Approval conditions
Visible to: Billing Manager. Visibility does not establish approval authority.
Submitted
- BR-82772 SBS-35817 in 8 d
- BR-85913 SBS-56018 in 5 d
- BR-59619 SBS-91868 in 7 d
- BR-62087 SBS-95490 in 3 d
- BR-90168 SBS-19340 in 4 d
BR-82772
- Subscription
- SBS-35817
- PeriodStart
- 25 Sep
- PeriodEnd
- 04 Oct
- PreparedAt
- 18 Sep
- PreparedBy
- YT
Approval conditions.
Approval conditions
Visible to: Billing Manager. Visibility does not establish approval authority.
Submitted
- CN-46330 INV-29695 10 d
- CN-88571 INV-77508 4 d
- CN-87149 INV-52774 11 d
- CN-23823 INV-87147 11 d
- CN-83372 INV-26855 9 d
CN-46330
- Invoice
- INV-29695
- CreditDate
- 07 Sep
- Currency
- CRR-817
- Amount
- 750
- PreparedBy
- RX
Approval conditions.
Approval conditions
Visible to: Billing Manager. Visibility does not establish approval authority.
Submitted
- BA-57757 SBS-53012 850
- BA-32732 SBS-35607 280
- BA-47862 SBS-83220 70
- BA-16327 SBS-55819 380
- BA-70278 SBS-71745 570
BA-57757
- Subscription
- SBS-53012
- OriginalInvoiceLine
- IL-8639
- NetDelta
- 850
- TaxDelta
- 910
- Reason
- Submitted ba-528
Approval conditions.
Approval conditions
Visible to: Billing Manager. Visibility does not establish approval authority.
Submitted
- PP-93174 Plan 960 in 9 d
- PP-13094 Plan 668 7 d
- PP-91486 Plan 925 10 d
- PP-25912 Plan 194 7 d
- PP-86396 Plan 140 3 d
PP-93174
- Name
- Plan 960
- Currency
- CRR-317
- PricingMode
- Flat
- EffectiveFrom
- 26 Sep
- PreparedBy
- EJ
Approval conditions.
StatusReceivedRejected
StatusSubmittedAccepted
StatusIssuedPartPaidOverdue
StatusPendingAuthorizedUnknownDisputed
StatusIssuedPartPaidPaidOverdue
StatusSettledRefunded
StatusPendingActivePausedPastDueCancelAtPeriodEnd
StatusDraftSubmitted
| Run Number | Subscription | Period Start | Period End | Cutoff At |
|---|---|---|---|---|
| BR-31522 | SBS-23839 | 18 Sep | 23 Sep | 25 Sep |
| BR-98466 | SBS-94013 | 18 Sep | 27 Sep | 04 Oct |
| BR-31433 | SBS-22404 | 17 Sep | 22 Sep | 30 Sep |
| BR-72199 | SBS-90629 | 19 Sep | 26 Sep | 01 Oct |
| BR-43277 | SBS-98553 | 18 Sep | 23 Sep | 01 Oct |
| BR-70699 | SBS-55424 | 20 Sep | 22 Sep | 26 Sep |
Open
| Case Number | Customer | Invoice | Next Action At | Stage |
|---|---|---|---|---|
| DC-95881 | CUS-161 | INV-97222 | 09 Sep | Reminder |
| DC-23807 | CUS-178 | INV-21522 | 06 Sep | RetryReview |
| DC-48646 | CUS-121 | INV-10958 | 14 Sep | Escalated |
| DC-73222 | CUS-142 | INV-80333 | 27 Sep | FinalNotice |
| DC-56848 | CUS-142 | INV-73241 | 27 Sep | Reminder |
| DC-36414 | CUS-064 | INV-26570 | 20 Sep | RetryReview |
StatusPendingActivePausedPastDueCancelAtPeriodEndCancelled
| Subscription Number | Price Plan | Current Period Start | Current Period End | Quantity |
|---|---|---|---|---|
| SBS-25832 | PP-29934 | 18 Sep | 26 Sep | 110 |
| SBS-27053 | PP-97891 | 13 Sep | 21 Sep | 330 |
| SBS-99859 | PP-86164 | 23 Sep | 02 Oct | 590 |
| SBS-16471 | PP-56059 | 27 Sep | 05 Oct | 840 |
| SBS-63877 | PP-10231 | 08 Sep | 10 Sep | 840 |
| SBS-29095 | PP-57171 | 15 Sep | 18 Sep | 140 |
Keep the explanation behind every charge
Dunning Activitylist
Identify upcoming follow-up, skipped paid documents and observed delivery outcomes.
opens Open Dunning Cases →| Case Number | Customer | Invoice | Next Action At | Stage |
|---|---|---|---|---|
| DC-95881 | CUS-161 | INV-97222 | 09 Sep | Reminder |
| DC-23807 | CUS-178 | INV-21522 | 06 Sep | RetryReview |
| DC-48646 | CUS-121 | INV-10958 | 14 Sep | Escalated |
| DC-73222 | CUS-142 | INV-80333 | 27 Sep | FinalNotice |
- Open
- Paused
- Resolved
- Cancelled
- CaseNumber
- DC-95881
- Invoice
- INV-97222
- Customer
- CUS-161
- Owner
- AC
- NextActionAt
- 09 Sep
- Stage
- Reminder
ownerBilling Operator
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
From accepted subscription to customer payment
Turn recurring plans and product usage into clear customer billing.
Illustrative previews from the system specification.
-
01
Agree pricing
Review the pricing mode, unit basis, band boundaries and effective version before publishing the prepared plan.
The Billing Manager publishes the independently reviewed price version.
Accepted plan to recurring invoice -
02
Track usage
Receive verified event identities, reject conflicts and place accepted measurements into the correct occurrence-time interval.
Usage event to billed quantity -
03
Prepare invoices
Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
Accepted plan to recurring invoiceRun NumberSubscriptionPeriod StartPeriod End -
04
Review billing
Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.
The Billing Manager reviews the prepared interval before the customer invoice is issued.
Accepted plan to recurring invoice -
05
Collect payment
Collect under the accepted mandate and apply verified settled results. Reconcile an unknown instruction before another collection attempt.
Unpaid invoice to collection -
06
Follow up
Recheck the current balance before each reminder or permitted retry; pause and escalate customer disputes with their history.
Unpaid invoice to collectionCase NumberCustomerInvoiceNext Action At
Keep commercial and billing decisions easy to review
Decision checkpoints where approval stays with your team.
Agree pricing
The Billing Manager publishes the independently reviewed price version.
Accepted plan to recurring invoiceReview billing
The Billing Manager reviews the prepared interval before the customer invoice is issued.
Accepted plan to recurring invoiceProtect customer terms and issued billing history
Human approval and system automation have different jobs.
Agree pricing
The Billing Manager publishes the independently reviewed price version.
Review billing
The Billing Manager reviews the prepared interval before the customer invoice is issued.
A workspace for each billing responsibility
Adjustment NumberSubscriptionOriginal Invoice LineNet Delta
Billing Manager
Independently approve PricePlans, BillingRuns, BillingAdjustments, CreditNotes, RefundRequests and UsageEvents corrections.
Case NumberCustomerInvoiceNext Action At
Billing Operator
Prepare Customers, PricePlans, SubscriptionChanges and BillingRuns.
Invoice NumberInvoice DateDue DateCurrency
Support
View assigned customer subscription dates, issued invoices and public usage summaries.
Subscription NumberPrice PlanCurrent Period StartCurrent Period End
Customer
Read own Customers, Subscriptions, issued Invoices, issued CreditNotes and permitted UsageAggregates.
Invoice NumberCustomerInvoice DateDue Date
Finance Viewer
View seller-entity scoped billing, collection and subscription reports.
Understand subscriptions, usage and collection
Start with the question. Follow it to the records behind the answer.
List report
Subscription Movement
Explain additions, accepted plan changes, pauses and cancellations on a consistent as-of basis.
Source view · Illustrative records
Subscription NumberCustomerPrice PlanQuantity
List report
Recurring Commitment
Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.
View Subscription Status BoardSource view · Illustrative records
Subscription NumberCustomerPrice PlanQuantity
List report
Usage and Rating Detail
Trace billed units through frozen event aggregates, included allowances, tiers and the published plan version.
View Usage ExceptionsSource view · Illustrative records
Event NumberSubscriptionMeterOccurred At
List report
Invoice and Credit Register
Reconcile issued invoice net and tax amounts with approved issued line-linked credits.
View Open InvoicesSource view · Illustrative records
Invoice NumberCustomerInvoice DateDue Date
List report
Receivables Aging
Age collectible invoice balances from their agreed due dates at the selected reporting date.
Source view · Illustrative records
Invoice NumberCustomerInvoice DateDue Date
List report
Collection Outcomes
Separate pending, authorised, settled, refunded, disputed and unknown provider results.
View Settled Payment HistorySource view · Illustrative records
Attempt NumberInvoiceAmountSettled Amount
List report
Dunning Activity
Identify upcoming follow-up, skipped paid documents and observed delivery outcomes.
View Open Dunning CasesSource view · Illustrative records
Case NumberCustomerInvoiceNext Action At
Configure subscription billing with Proto
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Billing inputs
- Usage producersin and out
- Customer provisioningin and out
- Tax servicein and out
- Collection and accounting
- Hosted payment providerin and out
- Email providerin and out
- Accountingin and out
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open Subscription Billing and list records waiting on agree pricing
Subscription to collection · records listed with owner and age
› approve the first one at agree pricing, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
Can plans combine a recurring fee and metered usage?
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.
What is the difference between graduated and volume pricing?
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.
What happens when the same usage event arrives twice?
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.
How do you handle late usage?
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.
Can customers change plans during a billing period?
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.
Does a successful payment request mean the invoice is paid?
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.
Will dunning cancel a subscription automatically?
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.
Can we correct an invoice after it is sent?
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.
Does this calculate recognised revenue?
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.
Implementation
Configure and reconcile a complete subscription billing interval.
Read the implementation plan- 01
Agree commercial terms
Define products, intervals, quantity bases, tiers, included usage, proration, currencies and acceptance evidence.
Team and ERP.ai - 02
Reconcile identity and history
Import customer scope, active subscriptions, published prices, outstanding documents and settled receipts without repeating collection.
Customer - 03
Connect usage and tax
Validate event identity, aggregation, cutoff and tax-result handling against explicit examples.
Team and ERP.ai - 04
Exercise billing and corrections
Test one issue per interval, tier boundaries, effective changes, late usage, credits and separate refunds.
Team and ERP.ai - 05
Review collection and access
Test unknown provider outcomes, dispute holds, customer account isolation and revoked mandates through UI and API.
Customer
Pricing
The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.
Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.
prepaid creditsSmallest pack $5, purchased credits never expire.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
Software subscription businesses
Teams billing recurring software plans and accepted changes to seats or features.Usage-based services
API, data and infrastructure services charging for an explicitly measured unit.Recurring service providers
Businesses collecting repeat service fees and maintaining customer billing history.
Reference
Roles and permissions
Give billing staff and customers the access their work needs.Subscription billing reports
Explain subscriptions, billed usage and actual collection.Data model
Follow accepted subscription terms from metering through invoices and payment evidence.Integrations
Connect usage, tax, hosted payments and accounting with preserved outcome evidence.Implementation
Configure and reconcile a complete subscription billing interval.Use Proto with Subscription Billing
Configure subscription plans and investigate billing evidence with Proto.
