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This guide describes the billing workflow available in the admin application. Settings, customers, products, invoices, and credits are isolated per tenant.

Recommended setup order

1. Configure the default currency.
2. Create a tax profile, including a 0% profile if tax does not apply.
3. Create a customer and select its billing profile.
4. Add the products the customer can subscribe to: one-time charges, recurring charges, or physical assets.
5. Manage generated invoices and any customer credits.

Contents

• Getting started
  • Create a customer
  • Configure currency
  • Tax profile
• Subscriptions and products
  • One-time charges
  • Recurring charges
  • Physical assets
• Invoices
• Credits