Billing and Usage Settings

this article contains detailed information about system configuration options for functionalities in nue billing and usage accelerator these settings are in the settings → revenue manager category docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 billing docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 billing period also known as billing cycle or billing frequency, which determines how often the customers will be billed, for example, monthly, quarterly, annual, etc when selecting ‘quarterly', ‘semi annual’ or ‘annual’, there appears a number field, which indicates the nth of the month the period will start, for example, 'quarterly → 2’ means the period will start from the second month of the quarter additionally, admin users can set the billing period to align with the customer's first order or subscription by checking the ' automatically align the billing period of an account with its initial subscription/order ' when this option is selected, the billing period of the account will automatically be set to match the first subscription or order of the customer docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 billing cycle day determines on which day the billing cycle starts when selecting 'specific day of month', the number selection will appear, the available values are 1 to 31 if 31 is selected it is default to the last day of the month docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 billing timing determines whether customers are billed for the products or services before or after they are provided or consumed products in each revenue model have a default billing time, which can be configured at the system level the default billing timing is shown in the screenshot below admin users can change the default billing timing for each revenue model in the system settings users can also override the default billing time at the product or price book entry level docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 enable billing proration for partial periods determines if the first partial period needs to be invoiced by default it is true; otherwise the first partial period will be billed together with the first full billing period send email notifications when billing jobs are completed with errors or fail determines if administrators will receive email notifications when billing jobs are completed with errors or fail administrators can download the error details from the email notification and fix the issue accordingly billing job batch size determines the number of billing accounts processed in each batch of billing jobs billing jobs process billable customers in batches by default, up to 300 customers can be processed in each batch however, administrators have the flexibility to adjust the batch size to any number between 20 and 2000, depending on their organization's data volume invoices revenue manager setting invoices jpg docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 payment term determines the time frame within which the payment should be received by the seller or service provider the default values include net 15 the customer is expected to pay the invoice within 15 days of the invoice date net 30 the customer is expected to pay the invoice within 30 days of the invoice date net 45 the customer is expected to pay the invoice within 45 days of the invoice date net 60 the customer is expected to pay the invoice within 60 days of the invoice date due upon receipt the payment is expected immediately upon receipt of the invoice the default value is net 30 additionally, admin users can set the payment term to align with the customer's first order by checking the ' automatically align the payment term of an account with its initial order ' when this option is enabled, the payment term for the account will automatically be set to that of the customer's first order docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 payment method determines the default payment method that customers will use to pay for the products or services they purchase the default values include electronic non electronic ach bank transfer cash check credit card debit card paypal wire transfer other docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 the default value is empty additionally, admin users can set the payment method to align with the customer's first order by checking the ' automatically align the payment method of an account with its initial order ' when this option is enabled, the payment method for the account will automatically be set to that of the customer's first order docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 hide invoice items with $0 total amount if enabled, zero amount invoice items will be created but they will be hidden from the invoices and will not be synchronized to salesforce, stripe, quickbooks, etc docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 automatically generate the first invoice when an order is activated determines whether the first invoice will be generated upon activating orders if this option is turned on, the system will generate the first invoice using either the current date (today) or the earliest next billing date among all the products in the order, whichever comes later, as the target date for the invoice additionally, users can choose to only generate the first invoice for customers, products, or orders that match specific criteria by setting filter conditions generate invoice filters jpg by default, the generated invoice will include the items with the earliest next billing date for example, if an order contains two products, and the next billing date of the first product is the start of next month while the second product's next billing date is the start of next year, when the order is activated, the generated invoice will only include the item for the first product if the additional option ' bill the first billing period for all order products' is checked, the generated invoice will include invoice items for all order products bill the first billing period for all order products jpg automatically activate the first invoice when an order is activated determines whether the generated invoices are activated automatically upon order activation if enabled, when an order is activated, the first invoice will be generated and activated docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 generate invoices for each sales account determines whether to create invoices for every sales account associated with the same billing account when this setting is enabled, if multiple customers are sharing the same billing account, they will be billed separately otherwise, only one invoice gets generated for the shared billing account note if this setting is enabled and each customer has their unique billing settings, nue will generate individual invoices based on each customer's specific billing settings instead of using the billing settings configured on the shared billing account for example customer a, with billing period set as 'annual' and bill cycle day set as '1st of month', has an annual subscription that starts on 01/01/2024 and ends on 12/31/2024 customer b, with billing period set as 'monthly' and bill cycle day set as '15th of month', also has an annual subscription, which starts on 03/15/2024 and ends on 02/14/2025 when generating their first invoice, customer a will receive an invoice for their entire subscription term (01/01/2024 12/31/2024), whereas customer b will only be charged for the first month of their subscription (03/15/2024 04/14/2024) preview invoices for quotes and orders if enabled, users can preview invoices for a quote or an order docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 enable 'pending activation' status for invoices determines if an invoice remains in 'pending activation' status until the activation process is completed for more details, please reference to https //docs nue io/docs/tutorial/tutorial billing accelerator/invoice statuses/ https //docs nue io/docs/tutorial/tutorial billing accelerator/invoice statuses/ docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 enable credit memo if enabled, credit memos can be created instead of negative invoices we provide 2 different options create a credit memo instead of a negative invoice when the total billed amount in a billing cycle is negative if enabled, a credit memo will be created instead of a negative invoice, when the total billed amount in a billing cycle for a customer is negative create a credit memo for all items with negative amounts instead of negative invoice items if enabled, negative items in a billing period for the same customer will be created as credit memo items, instead of negative invoice items docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 usage usage settings jpg docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 usage rating user the nue user whose connected salesforce user is used for usage rating in salesforce this user must be specified if products and pricing are stored in nue on salesforce docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 usage rating window size determines how raw usage is grouped into usage records based on the timestamps before they are rated available values are hour day align usage with the subscription’s bill cycle day determines the term start date of the rated usage by default it is false, and the usage term is aligned with the subscription’s term when this setting is enabled, the usage term will be aligned with the subscription’s bill cycle day instead docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 synchronize usage to salesforce determines whether the usage records are synchronized to salesforce to the corresponding usage object by default, it is not enabled once enabled, the ingested raw usage will be aggregated by usage window and synchronized in small batches to salesforce you can use the usage records in salesforce to trigger notifications or flows when the usage amounts for particular customers exceeds a certain threshold reports on daily or monthly usage using salesforce's default reporting capability please be aware that salesforce does have storage limits so if you have a large volume of usage, you may consider not enabling this option docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 credits credit burndown is one of the 3 usage revenue models we support there are the following configuration settings credit settings 1 jpg docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 credit type determines the credit types enabled in your organization nue provides two types of credit credit and cash you can enable either or both of them andconfigure the name of the credit type based on your business needs for example, customers can purchase points upfront for api consumption each point can be purchased at $10 you can configure the label as points , and set the list price to $10 docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 default credit pool determines where the credits are deposited by default docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 rollover unused credits determines if the unused credits may be rolled over beyond the current term if enabled, a rollover period must also be specified, e g 1 month docid\ d52d82a8d0e5a6636d4c5ed77fa3d32a9a5cc7e9 enable credit proration for partial periods determines if the credits can be prorated in a partial period by default it is false, the credits can only be issued to full periods, otherwise, they can be prorated and issued to a partial period align credits with the subscription's bill cycle day determines if the credits are aligned with the subscription's bill cycle day by default it is false, and the credits are aligned with the subscription's start date