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Configure Global Invoicing Preferences

Determines when the due_date of the invoices should be set when created:
* StartOfPeriod - invoices are due at the beginning of the billing period
* EndOfPeriod - invoices are due at the end of the billing period

When the invoices should be created

Note: EveryCycle and Periodic aren't yet supported,
they will behave as Manual

invoices are created as soon as invoice items are validated

invoices are created on wb_customer action

Enum that lists supported trigger cycles for periodic triggers:
* Month - every month
* Quarter - every quarter
* Year - every year

How period are generated, independently from a start
or end

the number of days/week/month etc. in a period

Number of full days between the cycle's natural start and
the claims starts. For example if claims are to start on
the morning of the 14 each month, the offset will be 13.
This value can be null, meaning either that it's not
specified at this level (eg in preferences) or that it's
0 (ie a natural cycle)

Determines how usage period should be closed:
* Automatic - usage period will be closed as soon as claim period ends
* Manual -  usage period will be open until closed manually
* Delayed - automatic with delay after the claim period ends. Valid delays are 15 minutes, 1 hour, 1 day

Configuration of invoicing engine

Empty fields (i.e. as None) won't be changed

api key

wb user cookie

Update invoicing preferences

Wingback

Find the information you need to get started with Wingback

Introduction

How different teams can use Wingback for success.

Wingback for Sales

Wingback Growth

Wingback for Product

Use Wingback to reduce inbounds and improve CX and satisfaction.

Wingback for Customer Success

Wingback for Finance

An overview of the most important features of Wingback.

Your central hub for creating and editing plans.

Plan Editor

Boost product-led growth without creating engineering work

Pricing Pages

Streamline your customer management workload while gaining valuable insights.

Customer Management Portal

Give your customers greater visibility and control to reduce CS & Sales time.

Self-serve Billing Portal

Overview of payment gateways and methods in Wingback

Supported Payment Methods

An in-depth walkthrough of the Billing Portal for your customers to upgrade their plan, manage their account data, and view their invoices.

An in-depth walkthrough of the Customer Management Portal of our product.

Your central hub for creating & modifying plans

An in-depth walkthrough of the Pricing Pages section of our product.

Defining industry-specific and Wingback-specific terms.

Industry-specific terms that will help you understand what we are talking about.

Industry Glossary

Some terms that we use and our definition of them.

Terms We Use Inside Our Product

A single price that remains the same for every customer for your whole plan.

Simple Flat Fee Pricing

A single price that remains the same for every customer plus a unit-based price that increases when more units are purchased.

Flat Fee + Per-Unit (Per Seat) Pricing

A single price that remains the same for every customer plus a usage-based price that increases when more usage occurs.

Flat Fee + Usage-Based Pricing

A single price that remains the same for every customer plus a transaction-based component that increases with the volume of transactions being processed.

Flat Fee + Transaction-Based Pricing

Simple Unit-Based (Per-Seat) Pricing

A usage-based price that increases with more usage.

Simple Usage-Based Pricing

A price that increases with the volume of transactions processed.

Simple Transaction-Based Pricing

Tiers + Flat-Fee Pricing

Different fixed price levels plus a unit-based price that increases when more units are purchased.

Tiers + Unit-Based (Per Seat or Other Unit) Pricing

Different fixed price levels plus a usage-based price that increases with usage.

Tiers + Usage-Based Pricing

Different fixed price levels plus a transaction-based component that increases with the volume of transactions.

Tiers + Transaction-Based Pricing

Different fixed price levels plus a unit-based price that increases when more units are purchased, plus a usage-based price that increases with usage.

Tiers + Per-Unit (Per Seat or Other Unit) + Usage-Based Pricing

Different fixed price levels plus a unit-based price that increases when more units are purchased, plus a transaction-based price that increases with the transaction volume being processed.

Tiers + Per-Unit (Per Seat or Other Unit) + Transaction-Based Pricing

A unit-based price that increases when more units are purchased, plus a usage-based price that increases with usage.

Per-Unit (Per Seat or Other Unit) + Usage-Based Pricing

Features that you price that can be added to your plans by your customers.

Add-Ons

Plans can come with a free trial period or with a tier that can be used for free.

Free Trial or Free Tier

Wingback has multiple components that support the growth of your SaaS business. We allow you to deploy pricing plans as quickly as possible and implement any pricing plan changes with minimal effort and engineering involvement.

Manage customer access to your product's functionality with by mapping into Wingbacks Features and Entitlements

Working with Features and Entitlements

Integrating Wingback into your Signup Flow

Billing Portal Integration

Adding a Dynamic Pricing Page to Your Website

Introduction to Usage-based Pricing and Billing

Metering Usage

Webhooks

Variable Invoicing Schedules

User Guides

User Manuals

SGI Fundamentals

Developer Documentation

Go to Dashboard

The API creates a new customer within Wingback or updates an existing one.

Create New Customer

Retrieve customer by id. The API returns customer and the contract that the customer is currently on

Get Customer

Returns customers filtered by query string parameters. Atleast one variable must be provided to do the search. All the customers meeting the search criteria will be returned

Search for Customers

The API unpauses the customer. A paused customer will not be charged for his subscriptions and Entitlement API will show that the customer is not active and can't use the assigned features.

Activate Customer

The API freezes the customer, putting their subscription on pause and all the customer data into read-only mode. The customer will not be charged for any subscriptions as they are not considered active.

Freeze/Inactivate Customer

Add Address

The API returns an address belonging to the customer

Get Address

Delete Address

Subscribe Customer to a Plan

Retrieve Contract Details

Upgrade/Change Plan

Estimate Upgrade Costss

Create an authentication token for a customer and return a URL for accessing their self-serve billing portal.

Login a Customer to the Self-Serve Portal

Retrieve a list of all features a customer currently has access to.

Get Access Entitlements

Retrieve current plan, payment cycle, payment status and account status for a customer

Get Billing Entitlements

Increment the usage counters for a specific feature and customer within the current billing period.

Report Single Event

Bulk Usage Upload

Create a Payment Session to collect credit card/direct debit information from the customer using [Wingback.js.](/dev/guides/integrate-wingback-signup-flow#create-a-payment-method-session-in-wingback-backend)

Create Payment Session

Create a new payment method and select it. Currently, only Stripe VBAN transfer is supported. To add credit cards or direct debit, create a [Payment Session](dev/api-reference/payment/post_c_customer_customerid_payment_session) and collect the data using [Wingback.js.](/dev/guides/integrate-wingback-signup-flow#create-a-payment-method-session-in-wingback-backend)

Add Payment Method

the inactive ones but not the detached ones

List saved Payment Methods

it belongs to that wb_customer and customer

Get Saved Payment Method

Set Default Payment Method

Return all balances of a customer (one balance per currency).

Get Current Customer Balance

Retrieve virtual balances (one balance per currency).

Get Virtual Balances

Add virtual credits to the virtual balance in a specific virtual currency.

Add Virtual Credits

Retrieve a list of all your invoices filtered by various parameters and their payment status.

Welcome

Guides

Wingback.js

Advanced

API Reference

Configure Global Invoicing Preferences

Authorizations

Body

Response