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- Subscription Billing
- Who it's for
- Software subscription businesses
Software subscription businesses
Teams billing recurring software plans and accepted changes to seats or features.
How Subscription Billing is set up for you
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.
Seat and quantity changes
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.
Billing operations
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.
Financial boundaries
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.
Features to start with
Subscription lifecycle
Manage accepted subscriptions, renewals and effective changes without losing earlier terms.
Billing operations and reporting
Track subscription billing, usage and collection with a consistent reporting basis.
Invoices and proration
Issue subscription invoices with a preserved price, usage and tax calculation.
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.