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

Billing periods are calculated entirely from current_period_start and current_period_end, which advance on every renewal. The cycle billing day lives in cycle_billing_date, set when the subscription is activated.

Current Period

• current_period_start: Start of the current billing period
• current_period_end: 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
allow_pause	Whether the customer can pause the subscription
allow_cancel	Whether the customer can cancel the subscription

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