Types of Invoices
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. Extra seats are billed both ways on this invoice: in advance for the seats held going into the new period, and a true-up for seats added mid-cycle during the period that just ended, prorated by day. Quota works the same way.Example
Overage
For customers on quarterly, semiannual, 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
Plan Change
When your customer upgrades through the portal, they receive an invoice charging the new plan’s full price minus a credit for the unused days of the old plan’s base price. Their billing cycle restarts on the day of the change.Example
Other Invoices
- 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.
- Add-on activation — when your customer activates an add-on mid-cycle; the first charge is prorated.
- One-time payment — when your customer pays a payment link or a standalone charge, outside any subscription.
- Reactivation — when a canceled subscription is reactivated; a fresh invoice at the plan’s current price, starting a new billing period.
- Adjustment — when you manually create a correction, refund, or one-off charge from the dashboard.
Invoice Line Types
Every invoice is built from these line types:plan_base: The plan’s base price.feature_overage: Extra metered usage above the included amount.feature_seats: Extra seat charges — advance and true-up.feature_quota: Extra quota charges — advance and true-up.discount: Introductory offer discount.promo_code_discount: Promo code discount.credit: Credit applied to the invoice.balance_overage: Balance spent past zero, when the plan allows it.addon_base: Add-on charge at renewal.one_time: Standalone one-time payment.