Explore Automatic Billing from the inside
Explore the platform modules and discover how to automate the complete recurring billing cycle for your company.
Dashboard
Billing KPIs in real time
Consolidated view of the recurring billing operation. Monthly revenue, active subscriptions, pending invoices and recent activity on a single screen.
Total received with comparison to the previous period. Drill-down by plan or company.
Real-time count with trend. Filters by status, cycle and MRR.
Awaiting payment with highlighted delinquency rate.
Latest payments, new subscriptions, issued NFe and relevant events.
Subscriptions
Complete lifecycle with proration
7 states (draft → confirmed → trialing → active → past_due → canceled / paused). Trial, upgrade/downgrade with proration, pause and scheduled cancellation.
Monthly, quarterly, semi-annual and annual. billing_cycle_anchor configurable per subscription.
Automatic calculation on upgrade/downgrade. Preview before confirming.
With or without card. Trial-ending worker notifies before expiry.
pauseCollection JSON with reason and resume rule. Dedicated webhooks.
Invoices
Generated automatically 24/7
Invoice-generation worker runs at 01:00 UTC every day. Professional PDF, linked NFe, applied withholdings and payment link ready without intervention.
draft → open → paid | void | uncollectible. Each transition in AuditLog.
subtotal + tax − discount = total. Withholdings subtracted from netValueCents.
Server-side rendered. Template + EmailLayout per company. AWS SES.
Schedule −7, −3, −1 and due date. Email, in-app, webhook.
Payments
Methods, gateways and automatic retry
Card (Pagar.me), boleto and PIX (Kobana Banking Gateway), bank transfer. Idempotency-Key on every mutation. Payment-retry worker reprocesses failures every 6 hours.
Pagar.me, Kobana Banking Gateway, Mock for sandbox. Default per method via flag.
DunningConfig: maxRetries (5), retryIntervalDays ([1,2,3,5,7]), gracePeriodDays (30).
Gateway callbacks processed with idempotency. Dedicated callback worker.
Full or partial. Status changes to refunded or partially_refunded.
Customers
3-tier hierarchy
Customer → BillingAccount → PortalUser. A customer can have multiple billing accounts (branches, departments). Multi-user portal with granular permissions.
Individual or company, address (postal code, IBGE), multiple contacts. CPF/CNPJ validation.
Each BillingAccount with its own payment method, tax cycle and portal.
Email invitation (PortalInvitation, expires in 7 days). Optional 2FA.
DataPurgeService for the right to be forgotten. Complete export in ZIP.
Plans and Products
Flexible catalog in 4 levels
Product → Price → Plan → Subscription. Multiple prices per product (cycle, currency, scheme). Fixed or metered add-ons. Percentage/fixed coupons and credit system.
base, addon_fixed, addon_quantity, metered. ServiceItem for correct taxation.
per_unit, tiered, volume, package. JSON tiers with graduated or volume.
Coupon with limits and validity. Credit promotional/adjustment/refund/manual.
PlanChangeRule per origin → destination pair with proration and bonus.
NFe and Tax
Native Brazilian fiscal compliance
NFS-e via NFe.io or own provider. 4 regimes (Simples Nacional, Lucro Presumido, Lucro Real, MEI). Tax engine with 8 tax types. RBT12 + Fator R for Simples.
disabled, on_finalization, on_full_payment, per_installment.
IRRF, CSRF (PIS+COFINS+CSLL), INSS, ISS withheld. Calculated by TaxRule.
PFX/PEM encrypted with AES-256-GCM. Alert 30 days before expiry.
nfe-retry worker (30min). NfeRequestTry tracks each attempt with payload + response.
Analytics
SaaS metrics in real time
MRR, ARR, churn, ARPU, collection rate and cohort analysis. Daily and monthly snapshots via worker. Export in CSV, Excel, PDF, OFX and JSON.
KPIs with period filter. Automatic comparison with previous period.
Revenue retained by signup cohort. Retention heatmap.
TaxPeriod per Company. ISS by municipality, quarterly IRPJ + CSLL, estimated DAS.
Export worker processes in background. Signed URL with expiration.
Automation and Dunning
Workers running 24/7
18 scheduled cron jobs. Dunning with 5 retries, expiring card alert, proposal expiration, automatic suspension and more.
Daily 00:00 UTC. Renews subscriptions at end of cycle respecting commitment.
Daily 01:00 UTC. Generates idempotent invoices for all subscriptions in cycle.
Every 6 hours. Reprocesses failed payments according to DunningConfig.
Weekly Monday 10:00 UTC. Detects cards expiring in ≤ 30 days and notifies customer.
API + Webhooks
REST API with HMAC signing
3 isolated environments (production, staging, sandbox). Native Idempotency-Key. Separate rate limiting for GET and mutations. Node/Python/Ruby SDKs in development.
643 endpoints with /v1 versioning. Standardized JSON and cursor + offset pagination.
WebhookEndpoint with events array. WebhookDelivery with exponential retry up to 5 attempts.
Granular permissions. Rate limit per key. Immediate revocation. Last used tracked.
Pre-defined test cards. Mock gateway simulates declines. Same API as production.
Keep exploring
Now that you know the platform, schedule a personalized demo or explore the features in detail.
Schedule a conversation with our team and get all your questions answered.
Schedule a demoExplore each module in detail: subscriptions, invoices, fiscal and more.
See featuresFor developers: REST API, webhooks, SDKs and sandbox environment.
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Schedule a demo and see Automatic Billing working for your use case.