Finance Overview

The Finance section is where you operate the billing engine — define plans and meters, manage each customer's billing setup, issue invoices, record payments, and reconcile credits.

If you have not read Plans & Meters yet, do that first. The pages below assume you understand meters, plan versions, and the production / non-production distinction.

What lives here

Page	What you do here
Customer Finance	The cross-customer billing dashboard — outstanding, overdue, credit exposure, usage overages. Export financial reports.
Finance Customers	The list of all customers with billing accounts. Jump to a customer's full billing view.
Customer Billing	One customer's full billing — invoices, payments, credits, and the Billing Setup tab where you configure plans, tax, and per-tenant overrides.
Invoices	Cross-customer invoice list. Search across customers, periods, statuses.
Payments	Cross-customer payment list. Record payments, reconcile, search.
Plans	Define plans and their versions. Bind meters with included quantities and overage pricing.
Meters	Define meters — what you measure usage in. Built-in and custom.
Usage	Query aggregated usage at hourly / daily / monthly granularity, filtered by customer, tenant, env, meter, and date range.

Typical billing workflows

Onboarding a new customer

1. Confirm the customer is on a plan (Customers).
2. Open their Billing Setup tab on Customer Billing. Confirm Plan, Billing Interval, Tax Rate, Payment Mode.
3. Configure Production Environments. For non-perpetual plans, configure Non-Production Billing rules.
4. Save.

Issuing a periodic invoice

1. Open the customer on Customer Billing.
2. Click Issue Invoice. For period-based plans, pick the billing period (start auto-fills). For perpetual plans, enter the amount.
3. Click Issue Invoice in the modal.

Recording a payment

1. Open the customer on Customer Billing.
2. Click Record Payment.
3. Select the invoice, enter the amount and method, add reference if applicable.
4. Save.

The payment also appears in Payments.

Reconciling overage

1. Open Customer Finance and toggle Over Plan.
2. For each customer with an overage, decide: upgrade their plan, contact them, apply a credit, or do nothing (the overage flows into the next invoice automatically).