Appearance
Customer Billing
The Customer Billing page is the full billing workspace for one customer. It is where you issue invoices, record payments, add credits, configure plan and tax, and override billing for individual non-prod tenants.
The page has two tabs: Overview and Billing Setup.
Header
- Back link to Finance Customers.
- Customer name, status badge.
- Quick billing details — Plan, Plan Version, Billing Contact Email, Timezone.
- Upgrade banner — if the customer is on an outdated plan version, a warning banner shows with an Upgrade to v[N] button. Upgrade takes effect on the next invoice.
Overview tab
Summary cards
Four metric cards at the top, colour-coded:
- Total Invoiced — sum of all issued invoices.
- Total Paid — sum of completed payments.
- Outstanding — unpaid amount. Highlighted danger-coloured if overdue, warning-coloured otherwise.
- Credit Balance — credits available on the account. Info-coloured if positive.
Action buttons
- Issue Invoice — opens a modal.
- For period-based plans (monthly / quarterly / annual): pick start (auto-fills to day after the last invoice) and end. The system computes the amount from usage and plan.
- For perpetual plans: enter a fixed amount and an optional description.
- Record Payment — opens a modal. Select invoice, enter amount, choose method, optional reference and notes.
- Add Credit — opens a modal. Enter amount and a required reason. Credits offset future invoices.
Invoices table
| Column | Notes |
|---|---|
| Invoice # | Monospace. |
| Plan | Display + version. |
| Period | Date range, monospace. |
| Subtotal / Tax / Credits / Total | Currency, monospace. |
| Status | Draft / Issued / Paid / Overdue / Void. |
| Issued | Date issued. |
| Due | Due date. Red if overdue. |
Overdue rows have a red background.
Payments table
| Column | Notes |
|---|---|
| Invoice | Linked invoice. |
| Method | Bank Transfer / Credit Card / Check / Wire / ACH / Other. |
| Amount | Currency, monospace. |
| Status | Pending / Processing / Completed / Failed. |
| Reference | Reference number. |
| Processed | Date processed. |
Credits table
| Column | Notes |
|---|---|
| Type | Credit (green) / Debit (red) badge. |
| Amount | Currency, monospace. Coloured by type. |
| Balance After | Running balance after this entry. |
| Note | The reason you entered. |
| Date | When applied. |
Credits scroll infinitely.
Billing Setup tab
Screenshot
Billing Setup tab — Non-Production sections: the Non-Production Billing section with "Based on usage" selected and Environment Defaults visible, plus the Non-Production Tenants table showing at least one tenant with a manual-override asterisk.
The configuration that drives all the numbers on the Overview tab.
Plan & Billing Settings
- Plan — display name and version. A Change button opens a modal to switch plans (warns that the change applies to the next invoice, no proration).
- Billing Interval — read-only, fixed by the plan.
- Tax Rate (%) — number input.
- Payment Mode — Offline / Online.
Production Billing
Visible for non-perpetual plans.
- Production Environments — multi-select chips. Tenants in these environments are billed at 100% against the plan. Add or remove with the chip controls.
- Plan Meters — read-only table showing the plan's included limits and overage pricing.
Non-Production Billing
Visible for non-perpetual plans. Pick a Billing Type:
| Type | Effect |
|---|---|
| Free | Non-prod tenants are not billed. |
| % of usage | Bill non-prod usage at a percentage of the calculated value. |
| Fixed monthly | Bill non-prod as a flat monthly amount. |
| Based on usage | Compute non-prod bills using per-environment multipliers (e.g. DEV at 25%, UAT at 50%). |
For Based on usage, an Environment Defaults section appears — a list of environment / multiplier rows you can add and remove.
Non-Production Tenants table
Visible for non-perpetual plans.
| Column | Notes |
|---|---|
| Tenant name | A warning asterisk indicates the tenant has manual overrides. |
| Env | Environment badge. |
| Multiplier | Percentage, monospace. |
| Meter Overrides | Count of overrides, or —. |
| Actions | Edit. |
Click Edit on a tenant to open the override modal. You can:
- Change the Multiplier for this tenant.
- Set per-meter overrides — multiplier, exclude from billing, or unit price override.
- Adjust contract terms (free-form).
- Click Reset to env default to drop overrides and inherit from the environment default.
Manually overridden tenants are not affected by changes to the environment default. Their values are pinned until you reset them.
Save
A single Save Billing Settings button at the bottom of the page persists every change on the tab.
Notes
- The billing multiplier is stored as a 0–1 scale but displayed as a percentage (0.5 = "50% billed").
- Per-meter overrides only apply to meters that are part of the plan.
- Perpetual plans hide non-production and environment configuration entirely — those plans have no metering.
- The Overview tab and the Billing Setup tab share the same customer; switching between them does not lose unsaved Setup edits, but reloading the page does.