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- Subscription Billing
- Who it's for
- Recurring service providers
Recurring service providers
Businesses collecting repeat service fees and maintaining customer billing history.
How Subscription Billing is set up for you
Agreed recurring periods
Capture the customer’s accepted service dates, billing anchor and currency. The recurring schedule prepares the invoice under those terms without assuming that service activation or invoice issue proves payment.
Hosted collection
Use the provider’s protected payment method and mandate. Pending or unknown requests keep their identity and reservation until reconciled, preventing an accidental extra charge after a timeout.
Customer follow-up
Choose reminders and permitted retries from the current collectible invoice balance. Pause a disputed case with a reason and keep its financial history visible. Sending a notice does not cancel the agreement.
Credits and refunds
Correct an issued charge with an independently reviewed original-line credit. When cash must be returned, retain the separate refund instruction and observed provider outcome rather than calling the credit itself a refund.
Features to start with
Roles on the team
- Billing Manager
- Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.
- Billing Operator
- Prepare Customers, price plans, subscription changes and billing runs.
- Support
- View assigned customer subscription dates, issued invoices and public usage summaries.
- Customer
- Read own Customers, Subscriptions, issued Invoices, issued credit notes and permitted usage aggregates.
- Finance Viewer
- View seller-entity scoped billing, collection and subscription reports.
Set up Subscription Billing your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.