Collected-charge and advance billing
Collect billable lines into a controlled billing document, track already-billed and remaining amounts, and apply a configured full or advance-and-balance policy.
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Collect the evidence before issuing the invoice
A billing compaction holds stable billable lines for a plan without being an invoice itself. Supported manual, import, API and explicitly configured integration intake can feed it. Customer and contract context stay attached to each charge, so a periodic billing run can determine what belongs together instead of grouping unrelated amounts merely because they arrived on the same day.
Keep collection, billing and settlement distinct
The workflow tracks invoiced and remaining amounts independently from collection completion. Advance-and-balance billing requires the configured advance percentage and explicit final-readiness evidence. A date alone does not authorize a final balance. Lower final values follow the appropriate credit lifecycle rather than creating negative invoices or erasing what has already been billed.
What to know before you start
A collection document does not post stock or ledger effects by itself. Completion of billing is not proof of payment, and arbitrary cross-plan consolidation is not implied.
Practical questions
Do I need a commerce connector to use collected-charge billing?
No. It is a native finance workflow with supported intake paths; an external connector is not a prerequisite.
Does completing collection issue or pay every invoice?
No. Collection, issuance and payment have separate meanings. The plan's approval and eligibility rules still apply.
Continue the workflow
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.
Customer billing and pricing groups
Apply a shared billing identity or group pricing to selected customers while keeping their accounting identity and receivable ownership unchanged.
Sales invoicing
Create customer invoices with products, terms and tax treatment, keep order-linked pricing intact and produce branded documents for customer delivery.