Usage is reported, billed and reconciled
Who is involved
| Role | What they do |
|---|---|
| Subscriptions manager | Records or reviews usage and runs billing. |
| Accountant | Issues the resulting invoice. |
Step by step
- Subscriptions manager
Records usage for a customer on a usage plan, or an integration does it with an access token.
What they see:Usage shows used against included, with the extra to be billed.
- Subscriptions manager
Runs billing at the end of the period.
What they see:The invoice has the base price and a usage line for what went beyond the allowance.
- Accountant
Opens the drafted invoice in Accounting and issues it.
What they see:The invoice is booked with the usage line and tax.
Who is told what
No message is sent for usage. The accountant sees the draft in Accounting.
Related
- Subscriptions & Licensing
- Accounting & E-Invoicing
- A manager suspends a licence, the customer's software is refused, finance sees the overdue invoice behind it
- A quiet installation is flagged and the manager follows it up
- A renewal reminder reaches the team and someone renews the subscription
- Your team is told when something needs a person
- A paid online subscription order becomes a draft subscription
- Team workflows