Documentation Index
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Create phases in billing schedules to setup a scheduled price change for a customer contract, such as ramped pricing. Phases are always sequential and cannot overlap, meaning that the end date of a phase is followed by the start date of a new phase.
Phases are a flexible tool to accomplish advanced billing scenarios, such as:
- Introductory pricing: Create a three month phase to set up introductory pricing that only applies in the first three months of a one year contract.
- Pricing ramps: For a three year contract, set up three distinct one year phases where pricing gradually increases by 25% each year.
- Renewals: Set up a new phase for a contract renewal instead of managing separate billing schedules or subscriptions.
Phases are different from billing periods and do not affect when invoices are generated. Phases determine when a pricing change should take place as part of a billing schedule or when a discount should be applied.
To avoid unexpected behaviour, we recommend aligning phase start and end dates with billing periods.
Reset billing periods
Use this setting to flexibly configure how to prorate fees for prices across multiple phases.
Enable this setting to start new billing periods for all prices from the start of the new phase. If disabled (default), existing billing periods will continue as before.
By default, prices added as part of subsequent phases are co-termed into the billing schedule’s previous billing periods and may be pro-rated (depending on the price’s billing frequency). For some contracts, you might want to reset and start new billing periods from a subsequent phase to prevent proration. For example, if your contract includes a 3 month trial phase, followed by a year long phase including an annual advance fee. In this case, it is preferable to reset billing rather than co-term the annual fee into the existing billing period.
Example:
- Phase 1: 3 months (1st January to 31 March)
- Phase 2: 12 months (1 April to 31 March 2026)
By default, the second phase will continue using the existing billing periods. The annual fee starting in the second phase will be prorated to 9 months. At the end, the remaining 3 months of the annual fee are charged. Reset billing periods to prevent the annual fee from getting pro-rated. Instead, the full annual fee is charged from the start of the second phase. Billing periods for existing prices also reset from here. 
