Invoices
What invoices your customers receive and when
Your customers receive invoices automatically based on what happens in their subscription. Here's every type of invoice they might see and when it's generated.
Types of Invoices
| Invoice | When your customer receives it |
|---|---|
| Recurring | Every billing cycle — includes plan base, extra usage, and extra seats |
| Overage | Between billing cycles (quarterly/yearly plans only) if they had extra usage |
| Plan change | When they upgrade or switch plans mid-cycle |
| Credit purchase | When they buy a credit pack |
| Balance top-up | When they add funds to their balance |
| Adjustment | When you manually issue a correction or one-off charge |
Recurring
This is the standard invoice your customer receives on each billing cycle. It includes everything: plan base price, extra usage charges, and extra seat charges.
Example
Monthly invoice for a customer on Plan Pro at $99/mo:
Plan base: $99.00
Extra usage (2,000 API calls × $0.01): $20.00
Extra seats (2 × $25): $50.00
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Total: $169.00Overage
For customers on quarterly or yearly plans, if they go over their included usage between billing cycles, they receive a smaller invoice covering just the extra usage. No plan base or seat charges — just the overage.
Example
A customer on a quarterly plan used 500 extra API calls in month 2:
Extra usage (500 × $0.01): $5.00
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Total: $5.00If they had no extra usage that month, they don't receive any invoice.
Plan Change
When your customer upgrades through the portal, they receive an invoice showing the credit for unused days on the old plan and the charge for the new plan.
Example
Customer upgrades from Starter ($29/mo) to Pro ($99/mo) on day 15:
Credit for unused Starter days: -$14.50
Charge for remaining Pro days: $49.50
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Total: $35.00Credit Purchase, Balance Top-Up, and Adjustment
- Credit purchase — when your customer buys a credit pack through the portal or checkout.
- Balance top-up — when your customer adds funds to their balance.
- Adjustment — when you manually create a correction, refund, or one-off charge from the dashboard.
Related
- Billing Intervals — When quarterly and yearly customers get charged
- Proration — How mid-cycle charges are calculated
- Plan Changes — When plan change invoices are created
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