Variable invoicing schedules allow you to send periodic invoices on a different cycle than the billing cycle of the contract/plan.

Custom schedule for invoices can be configured globally, or specified on signing the contract. If custom schedule is not specified on contract creation/signing, it will be copied from your global settings into the contract automatically. The invoice schedule defines when the invoice will be issued, and is independent of the billing cycle set for that plan (e.g. yearly). If multiple charges have occured (for example through mid-cycle upgrades), they will be rolled up into one (“multi-contract”/multi-charge) invoice.
Variable Invoicing Schedules can currently only be configured via API (Coming to the Interface soon).
Currently it is not possible to change the invoicing schedule for a contract once it was created/signed (including future upgrades of that contract) - you would need to cancel the existing contract and sign a new one.

​
Configuring Variable Invoicing Schedules

1

1. Configure the global invoicing schedule (optional)

see API: Global Invoicing Preferences

This step is optional - if you have a mix of self-serve and negotiated contracts, we recommend setting the invoicing schedule on a per plan or per contract level (Step 3)

POST https://api.app.wingback.com/v1/c/preferences/invoicing
{
    "invoice_trigger": {
        "periodic": {
        "cycle_count": 1,
        "cycle": "quarter",
        "cycle_start_offset": 1
        }
    }
}

In this example invoices will be sent every 1 quarter, on the first day of the quarter. You can configure it to be every nth day (cycle_start_offset) of the month, quarter or year (cycle). If you do not set cycle_start_offset the invoice cycle will be aligned with the start of the contract or the end of the free trial (if any). cycle_count configures periodicity - so 1 means every quarter, 2 means every 2 quarters and so on.

2

2. Create a customer (if not already created previously)

3

3. Create/Sign a (new) contract for the customer

see API: Subscribe Customer to a Plan

If you haven’t configured a global schedule (or want to overwrite it), you can specify a custom invoicing schedule when subscribing a customer to a new plan. In this example, the plan has unit-based pricing, so we need to specify the purchased unit count:

POST https://api.app.wingback.com/v1/c/contract
{
    "currency": "eur",
    "customer": "{customer_id}",
    "cycle": "month",
    "plan": "Cust_c40bea18-c0c9-44b1-bd0c-43f5283e1670",
    "invoice_trigger": {
        "periodic": {
            "cycle_count": 2,
            "cycle": "month"
        }
    },
    "feature_configuration": {
        "{feature_slug}": {
        "unit_count": 5
        }
    }
}

In this example, invoices are generated every two months.

​
Working with Variable Invoicing Schedules

​
Mid-Cycle Upgrades

Once the contract is active, the customers entitlements will reflect the contracted unit count.

You can perform a mid-cylce upgrade of the contract to change the purchased unit count at any point:

POST https://api.app.wingback.com/v1/c/contract/upgrade
{
  "upgrade_strategy": "change_unit_count",
  "unit_count_configuration": {
    "{feature_slug}": 5
  },
  "activation": {
    "type": "date",
    "upgrade_date": "{date_of_the_upgrade}"
  }
}

This will perform a mid-cycle upgrade, prorating the amounts already paid in the current billing cycle and create new charges for them. The invoicing schedule set during the initial signing of the contract will carry over into the new period.

Once the next invoice scheduling period has passed, a rolled-up invoice will be generated, containing all charges that occurred in this invoice schedule cycle.

​
Manually Trigger Invoices

see API: Manually Trigger Invoice Generation

Optionally, If you want to issue an invoice outside the invoicing schedule cycle, you can manually trigger an invoice creation that will contain all new charges up to this point.

POST https://api.app.wingback.com/v1/c/invoice
{
  "contract_id": "Cont_c78b7e80-154c-4bf2-9b2a-5b4a58e005a2",
  "customer_id": "Cust_e23130bc-13e0-4b9a-876a-6d260c817677"
}

Variable invoicing schedules allow you to send periodic invoices on a different cycle than the billing cycle of the contract/plan.

Custom schedule for invoices can be configured globally, or specified on signing the contract. If custom schedule is not specified on contract creation/signing, it will be copied from your global settings into the contract automatically. The invoice schedule defines when the invoice will be issued, and is independent of the billing cycle set for that plan (e.g. yearly). If multiple charges have occured (for example through mid-cycle upgrades), they will be rolled up into one (“multi-contract”/multi-charge) invoice.
Variable Invoicing Schedules can currently only be configured via API (Coming to the Interface soon).
Currently it is not possible to change the invoicing schedule for a contract once it was created/signed (including future upgrades of that contract) - you would need to cancel the existing contract and sign a new one.

​
Configuring Variable Invoicing Schedules

1

1. Configure the global invoicing schedule (optional)

see API: Global Invoicing Preferences

This step is optional - if you have a mix of self-serve and negotiated contracts, we recommend setting the invoicing schedule on a per plan or per contract level (Step 3)

POST https://api.app.wingback.com/v1/c/preferences/invoicing
{
    "invoice_trigger": {
        "periodic": {
        "cycle_count": 1,
        "cycle": "quarter",
        "cycle_start_offset": 1
        }
    }
}

In this example invoices will be sent every 1 quarter, on the first day of the quarter. You can configure it to be every nth day (cycle_start_offset) of the month, quarter or year (cycle). If you do not set cycle_start_offset the invoice cycle will be aligned with the start of the contract or the end of the free trial (if any). cycle_count configures periodicity - so 1 means every quarter, 2 means every 2 quarters and so on.

2

2. Create a customer (if not already created previously)

3

3. Create/Sign a (new) contract for the customer

see API: Subscribe Customer to a Plan

If you haven’t configured a global schedule (or want to overwrite it), you can specify a custom invoicing schedule when subscribing a customer to a new plan. In this example, the plan has unit-based pricing, so we need to specify the purchased unit count:

POST https://api.app.wingback.com/v1/c/contract
{
    "currency": "eur",
    "customer": "{customer_id}",
    "cycle": "month",
    "plan": "Cust_c40bea18-c0c9-44b1-bd0c-43f5283e1670",
    "invoice_trigger": {
        "periodic": {
            "cycle_count": 2,
            "cycle": "month"
        }
    },
    "feature_configuration": {
        "{feature_slug}": {
        "unit_count": 5
        }
    }
}

In this example, invoices are generated every two months.

​
Working with Variable Invoicing Schedules

​
Mid-Cycle Upgrades

Once the contract is active, the customers entitlements will reflect the contracted unit count.

You can perform a mid-cylce upgrade of the contract to change the purchased unit count at any point:

POST https://api.app.wingback.com/v1/c/contract/upgrade
{
  "upgrade_strategy": "change_unit_count",
  "unit_count_configuration": {
    "{feature_slug}": 5
  },
  "activation": {
    "type": "date",
    "upgrade_date": "{date_of_the_upgrade}"
  }
}

This will perform a mid-cycle upgrade, prorating the amounts already paid in the current billing cycle and create new charges for them. The invoicing schedule set during the initial signing of the contract will carry over into the new period.

Once the next invoice scheduling period has passed, a rolled-up invoice will be generated, containing all charges that occurred in this invoice schedule cycle.

​
Manually Trigger Invoices

see API: Manually Trigger Invoice Generation

Optionally, If you want to issue an invoice outside the invoicing schedule cycle, you can manually trigger an invoice creation that will contain all new charges up to this point.

POST https://api.app.wingback.com/v1/c/invoice
{
  "contract_id": "Cont_c78b7e80-154c-4bf2-9b2a-5b4a58e005a2",
  "customer_id": "Cust_e23130bc-13e0-4b9a-876a-6d260c817677"
}