Accepted plan to recurring invoice

Carry the accepted commercial version into a reviewed invoice for the agreed subscription interval.

Step by step

Publish commercial terms Billing Manager

Billing Manager: Review the pricing mode, unit basis, band boundaries and effective version before publishing the prepared plan.
- Publish the reviewed price version
- Updates Price plans, Price tiers, Usage meters
ApprovalA person approves before the work moves on.
Activate the subscription Customer

Customer: Accept the offered plan, period anchor and quantity. Add a separate hosted mandate when automatic collection is part of the accepted terms.
- Activate the accepted terms
- Updates Customers, Subscriptions, Payment methods
Prepare the billing interval Billing Operator

Billing Operator: Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
- Freeze the billing calculation
- Updates Billing runs, Usage aggregates, Invoice lines
Review and issue billing Billing Manager

Billing Manager: Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.
- Issue the approved invoice once
- Updates Billing runs, Invoices, Invoice lines
ApprovalA person approves before the work moves on.

What Subscription Billing enforces at each step.

Billing Manager: Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.
Customer: Read own Customers, Subscriptions, issued Invoices, issued credit notes and permitted usage aggregates.
Billing Operator: Prepare Customers, price plans, subscription changes and billing runs.

Start free, then use Proto to change fields, steps and approvals before your team goes live.