Published plan versions
Keep the exact subscription offer with customer acceptance. Changing the public catalogue should not alter an earlier agreement. Use future effective changes when a customer moves to a new commercial plan.

Teams billing recurring software plans and accepted changes to seats or features.
Teams billing recurring software plans and accepted changes to seats or features.
Keep the exact subscription offer with customer acceptance. Changing the public catalogue should not alter an earlier agreement. Use future effective changes when a customer moves to a new commercial plan.
Record the accepted old and new quantity with the effective instant. Where the plan uses proration, show the separate old credit and new charge rather than hiding the result inside a single unexplained adjustment.
Separate active service, invoice preparation and payment collection. An active subscription can have a draft upcoming invoice and an older unpaid balance; staff need each state to answer the customer accurately.
Connect issued documents and confirmed receipts to accounting using stable identities. Recurring commitment metrics support operations but do not establish recognised revenue or a settled bank deposit.
Published plan versions · Seat and quantity changes
Financial boundaries
Billing operations
Same records, same gates. The configuration changes how the process runs for this team.
Visible to: Billing Manager. Visibility does not establish approval authority.
Approval conditions.
Visible to: Billing Manager. Visibility does not establish approval authority.
Approval conditions.
Visible to: Billing Manager. Visibility does not establish approval authority.
Approval conditions.
Independently approve PricePlans, BillingRuns, BillingAdjustments, CreditNotes, RefundRequests and UsageEvents corrections.
Independently approve PricePlans, BillingRuns, BillingAdjustments, CreditNotes, RefundRequests and UsageEvents correctionsReview configured proration, tax and collection policyInvestigate PaymentAttempts and financial exceptionsApproval conditions.
Prepare Customers, PricePlans, SubscriptionChanges and BillingRuns.
Prepare Customers, PricePlans, SubscriptionChanges and BillingRunsInvestigate UsageEvents and create authorised correction proposalsPrepare BillingAdjustments, CreditNotes and RefundRequestsView assigned customer subscription dates, issued invoices and public usage summaries.
View assigned customer subscription dates, issued invoices and public usage summariesCreate scoped customer change requests with recorded evidenceRoute disputes to Billing OperatorRead own Customers, Subscriptions, issued Invoices, issued CreditNotes and permitted UsageAggregates.
Read own Customers, Subscriptions, issued Invoices, issued CreditNotes and permitted UsageAggregatesAccept own offered terms and submit SubscriptionChangesAdd or revoke own hosted PaymentMethods through provider flow| 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 |
View seller-entity scoped billing, collection and subscription reports.
View seller-entity scoped billing, collection and subscription reportsExport authorised summaries with sensitive tokens maskedNo changes, financial decisions or collection executionTrack subscription billing, usage and collection with a consistent reporting basis.
Issue subscription invoices with a preserved price, usage and tax calculation.
Manage accepted subscriptions, renewals and effective changes without losing earlier terms.
Turn product prices into clear, versioned subscription terms.
Follow up on unpaid invoices using the actual collection outcome.
Turn accepted usage events into an explainable billing quantity.
Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.
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.
Click Start now 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.
Related questionA 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.
Related questionAn 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.
Related questionThe 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.
Related questionAccepted 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.
Related questionThe 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.
Related questionA 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.
Related questionPreserve 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.
Related questionThe 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.
Related questionTeams 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.
Create your ERP.AI account and get started with Proto.
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