Source: https://www.revvly.ai/docs/guides/create-subscription Guide # Create a subscription, *start to first invoice*. A four-step wizard turns a client, a plan and a start date into a subscription and its first invoice. This guide walks the steps in order, including the choices people most often get wrong: a backdated start, an excluded meter and a custom price. ## Where to start Where: Subscriptions > New subscription. Or open a client, go to its Subscriptions tab and choose New Subscription. Opened from a client, the client is fixed. Before you begin, the client needs a **region**. Pricing and included allowances are resolved by region, and the wizard stops on step 1 with an alert if the client has none. Assign one in Edit client first. The region is not chosen in the wizard: it is the client’s. The wizard, start to first invoice 1. Basic infoClient, currency, billing cycle and start date. 2. Plan and pricingBundle, modules, custom base price or usage only. 3. Usage componentsAttach, price or exclude each meter. 4. SettingsEnd date, billing schedule, discounts and notes. 5. First invoiceCreate subscription saves it and generates the start invoice. Four steps collect the choices; creating the subscription raises the first invoice. ## Step 1: Basic info - **Client**: Search and select. Changing the client clears the currency, because the options come from that client’s region. - **Currency**: Limited to the currencies the client’s region supports. See [Multi-currency](https://www.revvly.ai/docs/guides/multi-currency). - **Billing Cycle**: Monthly, Quarterly or Yearly. It filters the bundles and modules offered on the next step. - **Start Date**: Required. A date in the past is allowed and starts the backdating flow in Step 4 (section 05). If the client has a manual or API usage capture mode set, a callout names it here, so you know how metered usage will reach Revvly for this client. ## Step 2: Plan & pricing 1. 1BundleA pre-configured package. Pick one; only bundles sold for the billing cycle you chose are listed. 2. 2ModulesPick individual modules. Again only modules sold for the chosen billing cycle are listed. 3. 3CustomManual pricing: type a flat recurring Base price and nothing else is needed from the catalog. 4. 4Usage-based onlyNo bundle, module or base fee. It bills only the meters you attach on the next step, after each meter’s included allowance. The **Pricing Summary** shows the calculated Base Price. For a bundle or modules, **Override** replaces it with a custom base price for this client only (**Use calculated** undoes it). The list price stays visible beside it and the change is recorded in the price-change history. A custom subscription is the same idea taken to its end: only a base price, no catalog plan, and a price of 0 is accepted as a deliberate free arrangement. See [Override a price](https://www.revvly.ai/docs/guides/override-pricing). Starting in the past with a plan you no longer sell? Tick **Show retired plans** and pick the old version. You must give a reason, which is recorded on the pin history. See [Legacy pricing](https://www.revvly.ai/docs/guides/legacy-pricing). ## Step 3: Usage components (your meters) The step is titled Usage components in the dashboard; each row is a meter. Meters included by the plan are ticked automatically and badged **From plan**. Tick any other meter to attach it. Each attached meter has: - **Override price & allowance**: Changes the included allowance and the price for this client only. The override asks for what the pricing model bills on: one rate for a flat rate, one rate per tier for a tiered meter, one fee per step for a stairstep meter. Use plan defaults undoes it. A meter with no price in the chosen currency is badged **No price set**and blocks Continue until you price it or remove it. - **Starting quantity**: An optional opening quantity, whole numbers only. - **Billing timing**: Product default, Advance or Arrears for this client. See [Advance vs. arrears billing](https://www.revvly.ai/docs/guides/billing-timing). - **Fee at start**: What the meter adds to the start invoice, with its breakdown on hover. **To leave out a meter the plan would include**, untick it. It is badged **Excluded** and is left off this subscription only; tick it again to bring it back. The catalog plan itself is untouched. For how usage is then fed in, see [Metered usage](https://www.revvly.ai/docs/guides/metered-usage). ## Step 4: Settings, and the catch-up choice - **Ends**: **Open-ended** renews automatically each term until someone cancels. **Ends on** takes an end date and turns automatic renewal off. - **Billing schedule**: Standard, or a prepaid term or deferred activation. Only shown when the Billing schedule feature is on for your workspace. See [Billing schedules](https://www.revvly.ai/docs/guides/billing-schedules). A prepaid term also takes a prepay incentive (%) and what it applies to: the base price (the default), the components billed ahead, or both. A deferred activation has no backdating. - **Add discounts**: In the recap, queue discounts that are created with the subscription. See [Discounting](https://www.revvly.ai/docs/guides/discounting). - **Notes & Comments**: Free text kept on the subscription. ### A start date in the past If at least one whole term has already closed since the start date, step 1 warns you and step 4 leads with a decision you must answer before you can create the subscription. Nothing is pre-selected, because an unticked box reads the same as never having seen the question. Choosing what to do with missed terms 1. Start date in the pastAt least one whole term has already closed. 2. Generate missed invoicesOne invoice per elapsed term. Renewal continues from today.orSkip: start invoice onlyElapsed terms are never billed and record no revenue. You must answer before creating, because nothing is pre-selected. - **Generate the missed invoices**: One invoice per elapsed term, dated to when it would have been issued, and the subscription is advanced so renewal continues from today. For an open-ended subscription that is every term between the start date and today. With an end date it is every term up to the end date, and terms that have not yet elapsed are issued as unpaid, which can create future-dated invoices. For arrears-only billing each invoice is dated to the end of the term it covers, and the term still running is invoiced when it ends. - **Skip: start invoice only**: Only the initial invoice is created. The elapsed terms are never billed and no revenue is recorded for them. - **Per-invoice review**: When you generate, each invoice is listed. Terms that have fully elapsed start ticked as **Paid** with a **Paid on** date you can change; untick any that were not paid. Where meters are billed you can adjust the quantity billed in each term. ## What happens when you create it Choose **Create subscription** on the last step. Revvly saves the subscription, applies any queued discounts, and generates the start invoice, or the backdated series if you chose it. Warnings, such as a discount that could not be applied, appear as toasts and the subscription is still created. - The recap shows the recurring total and, when arrears meters are attached, a **Start invoice** line that excludes them: an arrears meter bills for the period that has just closed, so it first appears on the first renewal invoice. - A subscription must bill something: a bundle, modules, a meter or a base price. The server refuses an empty one. - Renewals continue from there. See [Renewals](https://www.revvly.ai/docs/guides/renewals) and [Mid-cycle changes](https://www.revvly.ai/docs/guides/mid-cycle-changes). ## Settings that sit outside the wizard - **Next invoice number**: Set it before the first invoice when a client already has invoice history elsewhere. Enter the number the next invoice should carry (a client at invoice 14 gets 15). It applies to the next invoice generated and then clears; numbering never goes backwards. Leave it empty to continue automatically.WhereClientsopen a clientEdit clientNext Invoice Number - **Advance renewal invoicing**: Days before a renewal to generate the invoice, set per billing period (0 to 365). The workspace default is under Settings, General, Renewal Invoice Timing, and a client can override each period under Edit client, Renewal Invoice Timing; blank means use the default and 0 switches advance invoicing off for that period. It applies to the recurring base charge only: usage is always billed at renewal. - **Change the start date later**: Open the client, then the Subscriptions tab, open the subscription and choose Edit, then change Start Date. A **Start date change** section appears. Left alone, only the date is stored and the end date, next renewal date and invoices stay as they are. Switch on **Recompute schedule and regenerate invoices** to re-anchor the dates and rebuild the series, and choose how the existing invoices are handled, as listed below. Regenerating cannot be undone.WhereClientsopen a clientSubscriptionsEdit Subscription - **Delete and rebuild all invoices**: Every invoice for the subscription is deleted and rebuilt from the new start date. Paid status is re-derived from whether each period has elapsed, so manual payment dates on the old invoices are lost. This is the default. - **Keep paid invoices, redo the rest**: Paid invoices are kept and only the unpaid ones are rebuilt. A period already paid is never billed twice. - **Void old invoices, issue a fresh set**: Existing invoices are marked cancelled and kept as an audit trail, and a fresh series is issued from the new start date.