Billing Terms

Billing terms define how and when the customer is charged for the subscription.

Billing Cycles

Cycle	Frequency	Duration
monthly	Monthly	1 month
quarterly	Quarterly	3 months
semiannual	Semi-annual	6 months
annual	Annual	12 months

Billing Anchor

The billingCycleAnchor defines the reference date for billing period calculations. It is automatically set to the subscription activation date.

Current Period

• currentPeriodStart: Start of the current billing period
• currentPeriodEnd: End of the current billing period

Collection Methods

Method	Invoice Generation	Charge
charge_automatically	Automatic	Automatic
manual_charge	Automatic	Manual
manual_invoice	Manual	Manual

Automatic Charge (charge_automatically)

• The invoice is generated automatically by the worker
• Upon finalization, the system attempts to charge automatically using the customer's default payment method
• For card: immediate charge
• For boleto (bank slip) / PIX (instant payment): generates the charge and awaits confirmation via webhook
• On failure: schedules retry attempts (dunning)

Manual Charge with Automatic Invoice (manual_charge)

• The invoice is created automatically by the worker
• The customer receives the invoice by email
• Payment is made manually (boleto, PIX) or the operator triggers the charge

Manual Invoice and Manual Charge (manual_invoice)

• No invoices are generated automatically
• The operator creates invoices manually as needed
• Useful for one-time charges or irregular billing

Proration Behavior

Configures how mid-cycle plan changes are handled:

Behavior	Description
create_prorations	Creates proportional credits and charges (default)
none	No proportional adjustment
always_invoice	Always generates an invoice for the difference

Trial Period

• Configurable from 0 to 90 days
• During the trial, the subscription has trialing status
• At the end of the trial, the subscription changes to active and the billing period begins

Subscription Permissions

Setting	Description
allowPause	Whether the customer can pause the subscription
allowCancel	Whether the customer can cancel the subscription

These settings can be defined per subscription and control the options available in the customer portal.