Source: https://www.revvly.ai/docs/guides Guides # How-to flows for *common* work. Step-by-step walkthroughs for the things you’ll do most often. Each guide cross-references the concepts it touches. ## Set up your workspace Settings, people, seats, notifications and your own task list. Configure your workspaceEvery Org Settings tab in one line, then reporting currency, payment terms, working days, invoice header, AI spend, catalog learning, API keys and integrations in detail.TenantFeature FlagAPI Key Add a team memberInvite a colleague into your workspace by email, choose their role, and let them set their own password. Manage roles and remove access from the same screen.Tenant Set up teams, seats and invitesInvite people, watch your seat limit and ask for more, change roles, and group people into teams that OKRs and CRM pipelines can use.TenantPipeline Get notified: the bell, push and SlackWhat puts something in the bell, how to choose what reaches you, install the app for push, and connect Slack or ClickUp Chat for OKR check-ins.Tenant Work your tasksCreate tasks, read them as a table or board, clear the day in the Work queue, and create or close tasks as you send email. States plainly what a task reminder delivers today.LeadClientContact ## Catalog and pricing Decide what you sell and how it is priced, per market, per client and over time. Choose a pricing modelFlat, volume-tiered, graduated, stairstep, true overage, committed overage, commission, promotional — when to reach for each, with worked examples.Variable Component Launch a new BundleAdd a versioned package to your catalog, pin its modules, ship a per-currency price, run the publish-gap check, and make it available to customers.BundleVariable Component PriceRegion Price a component per scopeGlobal default, bundle override, module override, single-subscription override. How Revvly resolves which price wins at billing time.Variable Component PriceBundleSubscription Set up multi-currency billingSell in local currencies while keeping a single reporting currency. Exchange rates update daily.RegionExchange RateSubscription Set advance vs. arrears billingChoose whether a component invoices at the start of the period or the end, once usage is known. Override per product, per subscription, or per Custom Pricing Agreement — changes are always prospective.Variable ComponentSubscription Apply a flexible discountBuild a reusable discount template or a one-off, attach it to a base price or a component, choose how long it lasts and how it stacks with others, and preview the next invoice before saving.DiscountSubscription Override base or component pricingReplace the catalog-calculated base price, or write a subscription-scoped component rate, with an immediate-prorated or next-renewal effective date. No catalog guardrails — use a discount instead if you want a bounded, reversible reduction.SubscriptionVariable Component Price Negotiate a private dealWrite a Custom Pricing Agreement for one customer on one component. When it takes effect, what it overrides, how to revoke it.Custom Pricing AgreementSubscription Version, upgrade, grandfatherHow Module and Bundle versions work, how Subscriptions pin to them, when to upgrade vs. grandfather existing customers.ModuleBundleSubscription Price a client on an older versionCreate the version of a product as it was — last year’s prices, an older module set — and put a client on it. For customers who predate Revvly, or who keep the plan you were selling at the time.BundleModuleSubscription ## Subscriptions and invoices Create subscriptions, change and renew them, invoice, collect and correct. Create a subscriptionThe four-step wizard from client and plan to first invoice, including backdated starts, excluded meters, custom prices and start-date regeneration.SubscriptionClientInvoice Handle a mid-cycle changeMigration, plan change, or expansion — how to tell them apart, preview the proration, and choose between applying now or at the renewal boundary.ExpansionSubscription Bill a prepaid term or a deferred go-liveSell a year upfront on one invoice, or sign months before the customer starts. What the span pays ahead and what still bills each period, where the prepay incentive applies, what activation does to the term, and what cancellation owes.SubscriptionInvoice Sell a committed termRecord the contract a subscription is sold under — an annual commitment billed monthly, what happens when the term ends, and what leaving early costs. Attach it, roll it, or end it.ContractSubscriptionClient Run the renewal cycleCalendar, approval queue, bulk decisions, dry-run preview — and exactly what Revvly applies at the renewal boundary: pending migrations, agreements, discount roll-off.SubscriptionLifecycle Event Capture metered usageClose a metered period into a reading, seal it or waive it, and let the held invoice issue. Covers reading states, what an unreported period means per component, and the operator surfaces for working the queue.Subscription Variable UsageInvoiceVariable Component Customize your invoicesPut your logo, company and tax details, banking and payment information, payment terms, and currency on every invoice — and see how Revvly numbers them automatically.InvoiceTenant Collect tax on invoicesRegister where you are liable, publish rates, describe each client's tax position and let Revvly add tax when invoices are issued. Covers the tax report and the ledger.InvoiceClient Collect what you are owedRead receivables and the cash-flow chart, send invoices and reminders, record partial payments, reopen a paid invoice and send from a shared accounting mailbox.InvoiceClient Give money back with a credit noteRaise a numbered credit against an invoice, then either spend it on an open receivable or record the cash refund. What each state does to receivables and collected cash, and the two paths that raise one for you.InvoiceClient Import historical invoicesBring billing history in from Excel or Google Drive, then rebuild the subscriptions those invoices imply so analytics reflect the full picture from day one.Invoice Read the lifecycle event logEvery revenue-moving moment is an immutable event with native + reporting deltas. Here is how to query, filter, and reconcile the log.Lifecycle Event Merge, delete and undoMerge duplicate clients, delete clients and subscriptions, roll back an import batch, import invoice lines from a spreadsheet and resolve invoice discrepancies.ClientSubscriptionInvoice ## Sales and client work The pipeline, your inbox, documents, forms and client folders. Run your sales pipelineCapture prospects — or import people and companies from a spreadsheet — raise deals, and work them across a drag-and-drop board, then convert a won deal into a billing Client. Notes, documents, emails, meetings, and tasks all land on one activity timeline.LeadPipelineClient Balance client work across your CSMsSee how many clients each customer-success manager looks after, split by status, and which clients have no manager. Work through the unassigned queue and move accounts between managers in one step; only the manager changes. Open to customer-success team leads and workspace admins.Client Work your inboxYour own sorted view of your Gmail: Primary, Needs reply, Other, Snoozed and Done, with the client beside each thread. Teach it where a sender belongs, snooze, reply and clear newsletters in one go, and set a daily digest. Nobody else sees it, admins included.Activity timelineClient Reuse documents with the Document libraryUpload proposals, decks, and contracts once, keep them current with versions, attach small files to an email, and send large ones as tracked links placed in your text, with a notification when they are opened. Files up to 100 MB are type-checked, and malware-scanned where scanning is set up, before anyone can use them; only admins change what your team sends.Activity timelineClient Collect answers with FormsBuild a contact, demo-request or application form, share its link, embed it or build it into your own site, and have each submission create a lead, email your team, reply to the person and post to Slack. Covers publishing, submissions, CSV export and spam limits.LeadPipeline Keep client folders in Google DriveGive each client and prospect its own Drive folder, file invoices, uploads and attachments there, bring files people add in Drive back to the client, and mark invoices in a folder for import.ClientInvoice See how clients use your productRead what each client does in your product beside what they pay: who is active, which features they use, how long a visit lasts and how clients compare. Organise the event names your product sends, let the documentation suggest what they mean, set up browser tracking, and erase a person’s events. Open to people with the Product usage feature; admins organise events.ClientSubscription ## Support Run the support inbox, the knowledge base, the AI first line and its guidelines, and add chat to your app. Set up Support for your teamSupport roles, ticket types and workflows, teams, agent and customer notifications, client updates and ClickUp task linking, webhooks, and a go-live checklist.TenantAPI Key Work the support inboxThe views, filters and search, replying and internal notes with @mentions, taking and assigning, closing with a resolution and reopening, auto-close, attachments, a client’s tickets on the client page, and what each number on the Metrics page means.ClientTenant Build the knowledge base the AI answers fromAdd a help site, a document, or an Intercom or Zendesk help centre, say which roles and plans may read each article, clear the review queue, and keep sources healthy with re-reads, retries and the attention banner. Includes which source to choose.Tenant How the AI first line worksHow the support AI answers with cited sources, who sees which article, when it hands over to a person, its guardrails, the per-type and workspace switches and spending cap, what counts as a billable resolution, how to practise in the sandbox, and how to compare it with Intercom’s Fin on your past conversations.Tenant Write guidelines for the support AITell the support AI how to answer: the tone for each kind of customer, context your help articles leave out, when to ask a clarifying question, and which questions to leave to your team. What guidelines are, when to use each type, and how to add, scope, pause and test them.Tenant Add a support chat to your appStep by step from nothing to a working chat in your product: the settings to turn on, one backend token route, a complete chat script, testing and a go-live checklist. Includes a prompt you can hand to an integration agent.API KeyClient Sign users in to the support chatMint a short-lived token from your backend for the user you have signed in, so your widget or app can chat with your support team as that user. Covers secret keys, claims and roles, refresh, revocation and verifying tokens yourself.API KeyClient Push help articles to SupportSend the help articles that live in your own system to Revvly Support so the AI answers from them. Covers the knowledge key, adding and updating articles by your own id, stating who may read each one, removing articles, and keeping a source in step with a full refresh.API Key ## Goals and team rhythm OKRs, the bets behind them and the daily check-in. Run your OKRsPlan a quarterly cycle, write objectives and Key Results, and let revenue Key Results read themselves from your billing data. Check in weekly in the app or in Slack, get a daily reminder while one is owed, link the ClickUp tasks behind each Key Result, then score and close.SubscriptionInvoiceLifecycle Event Test your bets with hypothesesPut the plan under each Key Result: write each bet down, rank it on reach, impact, confidence and effort, see how much of the gap the plan could cover, state the test before running it, and record the verdict in the app or in Slack. Learnings carry from cycle to cycle.Subscription Run daily check-ins in SlackAsk your team a few questions in Slack on working days, at one time or on each person’s own clock, post each answer to a channel as it comes in, and close the day with a summary of who answered, skipped or was away.Tenant ## The Revvly Assistant Ask in plain words, in the app or from Claude. Work with the Revvly AssistantAsk the in-product AI about your clients, subscriptions, invoices, and revenue — and have it draft new catalog and subscriptions for you, with a confirmation card before anything changes.SubscriptionInvoiceClient Connect Claude with MCPPoint Claude Desktop, Claude Code, or any MCP client at Revvly. Sign in with OAuth or send an API key, then ask about live billing data for one workspace — and propose writes that a signed-in human must approve in Revvly.API KeySubscriptionInvoice ## Integrate with your systems API keys, the public API, usage, payments and webhooks. Configure integration API keysSet up credentials, scopes, signing secrets, and safe rotation for GraphQL, usage, event, and payment integrations.API Key Integrate with public GraphQLProvision billing clients, read invoices and receivables, and choose the right mutation for clients versus prospects.ClientInvoiceAPI Key Report usage through RESTApply usage deltas, absolute counts, commission events, or batches with idempotent server-side requests.Subscription Variable UsageAPI Key Ingest usage eventsStream metered usage from your application. HMAC signing, scoped API keys, deduplication, real-time counters.API KeySubscription Variable Usage Set up product event trackingFrom nothing to each client's usage on their Revvly page: switch Product usage on, issue a key, set client External IDs, send events from your backend, and optionally add the browser script with a token route and allowed sites. Includes a prompt you can hand to an integration agent.API KeyClient Mark invoices paid from your payment systemPost a payment the moment your processor or bank feed sees it — in full, or a part payment that leaves the rest outstanding and still chasing.InvoiceAPI Key Send events out with webhooksPost CRM lead changes to Zapier or your own server, and Support ticket events to your backend, with signatures you can verify, retries and a delivery log.LeadPipelineAPI Key Reference resources by your own idSet externalId at creation and report usage with externalSubscriptionId + variableSlug — never store a Revvly id. Plus the GET discovery endpoints for subscriptions and variables.SubscriptionAPI KeyMeter Send form prospects to RevvlyMap a form webhook to one public GraphQL mutation that creates a prospect, contact, and pipeline lead. Includes safe retry and validation examples.LeadClient ## More guides Everything else. Add custom fields and tagsRecord what Revvly does not ask for on its own, such as an account tier or a renewal owner. Admins define fields and tags once; everyone with CRM fills them in on the client, contact or deal. Covers the nine field types, who can see a field, where fields show up (forms, columns, filters, search, import, email and the API) and how to retire one.ClientLead