FAQ
Setup
Do I need to configure every feature before sending invoices?
No. Start with products, customers, invoice design, tax settings, and one simple billing workflow. Add coupons, portals, usage, AI insights, and integrations after the first invoice lifecycle is correct.
Should I start in test mode?
Yes. Validate products, invoices, payment collection, webhooks, and bill runs in test mode before live billing.
Billing
What is the difference between an order and a subscription?
An order captures the commercial agreement. A subscription repeats billing over time. A subscription can be created from an order when the agreement includes recurring billing.
Why should I preview a bill run?
Preview shows what invoices would be generated before committing financial records, sending invoices, or advancing subscription billing dates.
Can I preview by date or by billing cycles?
Yes. Choose either an as-of date or a number of billing cycles. They are mutually exclusive because they define different end conditions.
Invoices and payments
Can I delete a posted invoice?
Production billing should avoid deleting posted financial records. Use credits, refunds, or adjustments so the audit trail remains visible.
Why is an invoice partially paid?
The customer has paid less than the full invoice total, or credits/refunds changed the balance. Review invoice transaction history.
What happens when payment fails?
The invoice remains unpaid, retry rules may run, customer emails may be sent, and the subscription can become past due or suspended depending on configuration.
Public API
Where are public API docs?
Public API docs live in the website docs under API Reference. The product console is for API key and webhook management.
How should I prevent duplicate usage events?
Send a stable Idempotency-Key for each usage event. Reuse the same key when retrying the same event.
Are webhooks delivered exactly once?
No. Treat webhooks as at-least-once delivery and dedupe by event ID.
Security
Where should API keys be stored?
Store API keys in a secrets manager or secure server-side environment variable. Do not put live API keys in frontend code or mobile apps.
What should I include in audit notes?
Record the reason for manual credits, refunds, invoice corrections, pricing exceptions, and customer-impacting billing changes.