Subscription Movement
Explain additions, accepted plan changes, pauses and cancellations on a consistent as-of basis.
Accepted plan to recurring invoice
Carry the accepted commercial version into a reviewed invoice for the agreed subscription interval.
4 stages · 2 approvals
Roles and responsibilities
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Step 1Publish commercial terms
Plan NumberNameCurrencyPricing ModePer Unit
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Step 2Activate the subscription
Subscription NumberPrice PlanCurrent Period StartCurrent Period End
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Step 3Prepare the billing interval
Run NumberSubscriptionPeriod StartPeriod End
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Step 4Review and issue billing
Run NumberSubscriptionPeriod StartPeriod End
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Approval required
Publish commercial terms
Billing Manager: Review the pricing mode, unit basis, band boundaries and effective version before publishing the prepared plan.
Activate the subscription
Customer: Accept the offered plan, period anchor and quantity. Add a separate hosted mandate when automatic collection is part of the accepted terms.
Prepare the billing interval
Billing Operator: Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
Approval required
Review and issue billing
Billing Manager: Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.
Approvals and controls
2 approvals required in this process
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Publish commercial terms
Billing Manager signs · activate the subscription waits
PricePlans, PriceTiers, UsageMeters -
Review and issue billing
Billing Manager signs · closes the process
BillingRuns, Invoices, InvoiceLines - Preserve accepted terms and the original issued document.
- Keep missing usageTax and provider outcomes visible for resolution.
- Financial review is independent of preparation.
Agree the interval before the first bill
The customer accepts the plan version, quantity, currency and billing anchor. Automatic payment needs a separate mandate. A monthly anniversary and an annual commitment need an explicit calendar policy; neither can be inferred by adding a fixed number of days. Preserve the terms offered to the actual account.
The billing candidate uses those accepted terms and the reviewed usage or contracted quantity basis. Price catalogue edits affect future offers or accepted changes, leaving earlier agreements intact. Show any base, usage and proration components separately so the customer can understand why the total was calculated.
Before issue, confirm that the invoice’s source interval and tax result match the reviewed candidate. Invoice subtotal is net of tax; header tax is added once. Delivery failure creates a communication exception without issuing a new document or changing the invoice number.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Publish commercial terms | PricePlansPriceTiersUsageMeters | Publish the reviewed price version |
| 2 Activate the subscription | CustomersSubscriptionsPaymentMethods | Activate the accepted terms |
| 3 Prepare the billing interval | BillingRunsUsageAggregatesInvoiceLines | Freeze the billing calculation |
| 4 Review and issue billing | BillingRunsInvoicesInvoiceLines | Issue the approved invoice once |
Process reports
All reportsRecurring Commitment
Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.
Invoice and Credit Register
Reconcile issued invoice net and tax amounts with approved issued line-linked credits.
Receivables Aging
Age collectible invoice balances from their agreed due dates at the selected reporting date.
Collection Outcomes
Separate pending, authorised, settled, refunded, disputed and unknown provider results.
Run by an agent
Agent support
Proto cannot invent customer acceptance, approve its own preparation, bypass account permissions or mark a provider request settled. Actual financial and commercial decisions remain with the configured authorised people.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› accepted plan to recurring invoice · publish commercial terms on PricePlans, PriceTiers, UsageMeters
⏸ approval · waiting for the billing manager
# 3 more stages after approval: activate the subscription, prepare the billing interval, review and issue billing
Other processes
3 moreUsage event to billed quantity
Keep event identity, aggregation and pricing connected through the issued document.
3 stages · 1 approval
Plan change to corrected charge
Explain changed subscription terms through proration and reviewed financial corrections.
4 stages · 2 approvals
Unpaid invoice to collection
Use the real invoice balance and observed provider outcome to guide collection and correction.
4 stages · 2 approvals