Plans and billable metrics

Define usage metrics and plans with base price, trial and charge models.

A billable metric says which usage events count and how they are added up. A plan combines a base price with usage charges based on metrics.

Who can use this

1. Create a metric
Open Billable metrics, click "New metric". Enter code, name, Aggregation and, for Sum, Maximum or Unique count, the Field to aggregate. Optional Filters: one line per property, written as property: value1, value2.
2. Create a plan
Open Plans, click "New plan". In Basics enter code, name, interval, "Base price (net)", currency, Trial days, "Charge in advance" and Tax code.
3. Add usage charges
Click "Add charge", choose the metric and the charge model and fill its prices. The Price preview shows the result for a number of units. Save.

Aggregation: Count, Sum, Maximum, Unique count.
Code: Letters, digits, dot, dash and underscore only. Must be unique. Usage events refer to the metric by this code.
Interval: Weekly, Monthly, Quarterly, Yearly.
Charge in advance: The base price is invoiced at the start of the period. Otherwise it is invoiced for the ended period.
Trial days: Not charged. The base price is prorated by day.
Tax code: Empty = the customer tax treatment.
Standard (per unit): Every unit costs the same price.
Graduated: Each tier is priced separately, with From, To, price per unit and flat fee per tier.
Volume: All units are priced at the tier the total falls into, plus that tier flat fee.
Package: Price per started package of a given size, after free units.
Percentage: A rate of the transaction amount plus a fixed amount per transaction, with free transactions and optional minimum and maximum per transaction.
Minimum amount: The lowest amount charged for this usage charge.

Tiers must start at 0, be contiguous, and only the last tier may be open ended.
A metric used by a charge cannot be deleted. A plan with subscriptions cannot be deleted.

Subscriptions: create, change and cancel
Subscribe customers, change plans with proration and cancel.
Usage events and the billing run
Record usage and invoice every ended subscription period.