Give billing staff and customers the access their work needs.
| Role | Plans and pricing | Subscription lifecycle | Usage metering | Invoices and proration | Payments and dunning | Billing operations and reporting |
|---|---|---|---|---|---|---|
| Admin | — | — | — | — | — | — |
| Billing Manager | — | — | — | — | — | — |
| Billing Operator | Edit | Edit | Edit | Edit | Edit | Edit |
| Support | — | Edit | — | View | View | View |
| Customer | — | Approve | View | Approve | Edit | View |
| Finance Viewer | — | — | — | — | — | View |
Manage Users and configured ingestion, tax, payment and accounting connections.
Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.
Starts on: Billing Runs Awaiting Review
Prepare Customers, price plans, subscription changes and billing runs.
Starts on: Usage Exceptions
View assigned customer subscription dates, issued invoices and public usage summaries.
Starts on: Customer Invoice History
Read own Customers, Subscriptions, issued Invoices, issued credit notes and permitted usage aggregates.
Starts on: Customer Invoice History
View seller-entity scoped billing, collection and subscription reports.
Starts on: Open Invoices
Start free, then use Proto to change fields, steps and approvals before your team goes live.