Read your billing provider's records

The Billing provider group under Revenue shows the copy of your billing provider’s records that EdgeKit keeps in your organization’s own database. The screens are read-only. Nothing is created or changed there: to change a price, an account or a user subscription, change it in your billing provider, and the next sync brings it here.

The console marks these screens Prototype.

Every row except a currency shows its Source, the billing provider it came from: Recurly or Stripe. An organization moving from one billing provider to the other can hold rows from both, and every list but Currencies filters by source.

An empty table means your billing provider has no such records, or EdgeKit has not synced them yet. EdgeKit runs the sync; the console has no sync control.

Anyone in your organization can view these screens.

Accounts

The screen Revenue › Billing provider › Accounts lists the billing party: the account your billing provider bills. Columns: Account, Email, Status (Active or Closed), Source, Bills to (Self, or Parent account when another account pays) and Default currency. Search by name or email.

Pricing

The screen Revenue › Billing provider › Pricing has five tabs:

• Products: your billing provider’s catalog items, with Kind (Base or Add-on), Parent product and Status. These are your billing provider’s products, not the products in your catalog.
• Prices: each price’s Type (One-time or Recurring), Interval, Usage type and Status.
• Currencies: the ISO 4217 currencies, with each one’s code, name, numeric code and minor-unit exponent. This list is EdgeKit’s own reference data.
• Payment methods: stored and single-use payment instruments, with Type, Brand, Last four, Expiry and Role (Default, Backup or None).
• Coupons: discount rules, with Discount, Duration (Once, Repeating or Forever), Redemptions and Status.

An offer’s mapped prices are on the offer’s own screen. See Create and sell an offer.

Subscriptions

The screen Revenue › Billing provider › Subscriptions has three tabs:

• Subscriptions: each recurring agreement between a billing account and your organization, with Status (Pending, Trialing, Active, Past due, Paused or Ended), Current period ends, Renewal (Renews or Will not renew) and Recurring total.
• Schedule: changes scheduled for the future, such as a pending change or a ramp, with each one’s current phase window.
• Usage: metered usage records, per event or per period summary.

A grant’s status follows these records. See How access follows your billing provider.

Invoicing

The screen Revenue › Billing provider › Invoicing has four tabs:

• Invoices: charge and credit documents, with Kind, Status, Issued, Total and Amount due.
• Line items: charge and credit lines, with their Role, such as an add-on, usage or a setup fee. A line not yet on an invoice shows as pending.
• Transactions: attempts to move money, with Type (Payment, Refund, Verification or Void), Status and Payment method.
• Tax: tax amounts your billing provider computed, per invoice, line item or user subscription. It is not a rate list.

Find a record

Use the search box, the filters and the sort above each table. The page address keeps them, so a filtered list can be shared as a link.