Knowledge Center

Run billing with Floatless.

Product guides, billing concepts, operational playbooks, developer references, and security notes for teams running subscription revenue.

Troubleshooting

Use this page when a workflow does not behave as expected.

Start by identifying the object that owns the issue: product, customer, subscription, bill run, invoice, payment, usage event, or integration.

Billing and bill runs

Problem Check first
Subscription is missing from bill run preview Subscription status, start date, next billing date, current period, and bill run end condition.
Preview includes too many invoices Whether you selected an as-of date or multiple billing cycles.
Invoice amount is wrong Product price, quantity, locked subscription price, coupon, tax, and usage records.
Duplicate invoice risk Existing invoice for the same subscription period.
Usage not included Usage event timestamp, subscription item ID, and whether usage arrived before execution.

Invoices

Problem Check first
Invoice tax looks wrong Customer address, product tax category, customer tax exemption, and tax rate setup.
Invoice balance does not match payment history Payments, refunds, credit memos, and invoice transaction history.
Customer cannot open invoice PDF Invoice status, document endpoint, customer access, and browser/download restrictions.
Invoice should be corrected Use credit memo or adjustment instead of deleting posted financial history.

Payments

Problem Check first
Payment failed Gateway decline reason, customer payment method, retry rules, and dunning status.
Payment succeeded in gateway but not in Floatless Webhook delivery, event logs, payment reference, and invoice transaction history.
Auto-pay did not run Customer auto-pay setting, saved payment method, invoice status, and gateway configuration.
Refund not reflected Refund record, credit memo, payment reference, and invoice status.

Public API

Problem Check first
API request returns 401 Missing or invalid Authorization: Bearer API key.
API request returns 404 Resource does not exist or belongs to another tenant.
Usage event duplicated Missing or unstable Idempotency-Key.
Webhook handler receives duplicate event Webhooks are at-least-once; dedupe by event ID.

Escalation checklist

When escalating internally, capture:

  • Workspace or organization.
  • Customer ID or name.
  • Subscription ID.
  • Invoice ID and invoice number.
  • Bill run preview settings.
  • Payment reference or webhook event ID.
  • Timestamp and environment.
  • Expected result and actual result.

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