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  1. Subscription Billing
  2. Subscription billing reports
Reference

Reports for the questions your team asks

Explain subscriptions, billed usage and actual collection.

Overview
Subscription Billing · Overview

Subscription Billing dashboard

This quarter

Billing runs in view
6

Subscriptions by status

How far records got this quarter

StageReachedStep
Pending36
Active1439%
Paused643%
Past due233%

Number of subscriptions by status

Sample counts per stage

0
-20Pending
0Active
-40Paused
-10Past due
-40Cancel at period end
Example screen with sample data

Subscription and usage

Subscription Movement List

Explain additions, accepted plan changes, pauses and cancellations on a consistent as-of basis.

Recurring Commitment List

Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.

Usage and Rating Detail List

Trace billed units through frozen event aggregates, included allowances, tiers and the published plan version.

Billing and collection

Invoice and Credit Register List

Reconcile issued invoice net and tax amounts with approved issued line-linked credits.

Receivables Aging List

Age collectible invoice balances from their agreed due dates at the selected reporting date.

Collection Outcomes List

Separate pending, authorised, settled, refunded, disputed and unknown provider results.

Dunning Activity List

Identify upcoming follow-up, skipped paid documents and observed delivery outcomes.

Set up Subscription Billing your way.

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

How to get started

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