Send an invoice and payment link
Keep the billing cadence while the customer chooses when to complete payment. Useful for ongoing services billed to a client.
- 01Cycle invoice created
- 02Customer opens the payment link
- 03Payment outcome recorded
Subscriptions
Keep up with every renewal
From the first monthly invoice to a new plan and a failed charge. Keep your customer’s billing clear as the relationship grows.
01 Sep
$120
Core renewed
15 Sep
$180 / month
Plus scheduled
01 Oct
$180 open
Payment needs attention
One customer. Three billing moments.
See what changes, what stays on the invoice and what your team does next.
Example subscription
September renewal
A new month. A clear invoice.
Northstar renews its Core plan. The billing cycle creates an invoice for the agreed monthly price.
Payment received
Northstar · Invoice NS-SEP
PaidCore · September
1 monthly subscription
$120.00
The payment result belongs to this September invoice.
Change scheduled · 15 September
The new price starts next month.
Northstar selects Plus for its next renewal. September stays at $120.00; the $180.00 monthly price starts on 1 October.
$120.00$180.00 / month
Northstar · Scheduled change
Core to Plus
- Effective date
- 1 October
- Current invoice
- $120.00 · Paid
- Immediate charge
- None
A change at renewal keeps the current billing period intact.
October renewal
The plan changed. The charge failed.
The Plus invoice is $180.00. Its payment attempt failed, so the balance stays open while your team follows the configured recovery policy.
Next: inspect the failure reason
Northstar · Invoice NS-OCT
OpenPlus · October
1 monthly subscription
$180.00
Check whether the customer needs to update payment details or authenticate before another attempt.
Amounts shown exclude tax and discounts. The October attempt assumes autopay is enabled with a stored payment method.
A recurring invoice. Your collection choice.
A regular billing schedule and an automatic charge are separate decisions.
Collect with enabled autopay
Attempt the recurring charge using a stored payment method. Confirm account enablement and the payment setup before relying on it.
- 01Cycle invoice created
- 02Stored method charged
- 03Success or failure recorded
After the failed charge
Decide the follow-up before you need it
A recovery policy gives billing and support a shared plan. The payment result tells you whether that plan worked.
- 01
Read the reason
A declined charge and a request for authentication need different customer actions. Keep the reason with the attempt.
- 02
Set the next action
Configure when to attempt a charge, send a final notice or change the subscription state. Avoid retries that ignore what the failure requires.
- 03
Check the outcome
Keep the invoice open until payment is recorded. Review unresolved cases instead of counting another attempt as recovered revenue.
Build out your billing model
- Recurring BillingSet the interval and connect each renewal to its invoice and payment result.
- Plan & PricingDefine prices and quantities, then review the rules for the billing model you need.
- Subscription LifecycleFollow subscription states and the actions that move a customer between them.
- Proration & Plan ChangesReview eligible immediate changes and schedule others for the next renewal.
- Dunning & RecoveryConfigure follow-up steps and inspect the outcomes of failed payment attempts.
- Coupons & PromotionsSet discount terms and check their effect on the invoice.
- Usage-Based MeteringConnect usage inputs to metered pricing and invoice calculations.
- Revenue AnalyticsReview subscription revenue metrics using defined periods and currency totals.
Recurring billing questions
Can we bill recurring services as well as software?+
Yes. A fixed recurring plan can represent a software subscription or an ongoing service. Set the customer, price, quantity and billing interval. Confirm the tax treatment and collection method for the service you sell.
Does every renewal charge a stored payment method?+
No. Recurring billing creates the cycle invoice. Autopay also needs an enabled payment setup and a stored payment method. Invoice-only collection uses a payment link so the customer can complete payment.
When does a plan change take effect?+
You can schedule a change for the next renewal or apply an eligible change immediately. A next-renewal change leaves the current invoice intact. Immediate changes can create a separate proration invoice; downgrades that would create a net credit need to wait until renewal.
What happens after a failed payment?+
The failed attempt is recorded and the invoice remains unpaid. Your configured recovery campaign determines the next charge attempt, notice or subscription action. Inspect the reason before asking the customer to update payment details or authenticate.
Can we add usage billing or discounts later?+
Gruv has pricing, metering and discount capabilities alongside fixed recurring plans. Define the usage source, pricing rules and discount terms during setup, then review the resulting invoice before enabling that billing model.
Make your next renewal easier to explain
Walk us through your plan, billing interval and how customers pay today. We’ll help map the renewals, changes and follow-up around them.