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Offer

Operations on offers.

Create offer​

Configure offer basic information​

  • Select the product and buyer, enter the offer name.
  • Specify the contract start date, end date, and offer expiry date.
    • If you don't specify the start date, the contract will start at the day of offer acceptance.

Configure offer flat fee​

  • Billing cycle: Select billing cycle, either 1st day of the month or Entitlement start day.
  • Billing interval: You can set the billing interval for the recurring commits and usage metering, which will generate an invoice for each interval.
  • Payment installments: Configure multiple payment installments, specifying the charge date and amount for each.
  • Recurring commits: You can configure multiple recurring commits, each with a key, quantity, and rate. The commit amount is calculated as quantity x rate for each commit. Each commit will be listed as an item on the invoice.
  • Recurring payment schedule: You can choose to pay in advance or pay in arrears, meaning invoices will be generated at the start or end of an interval.

Configure offer usage metering​

Define the usage-based fee for the offer by setting up billable dimensions. Each billable dimension consists of a billable metric and a usage metering price model. For further information about how price model works.

  • Billable metric: Select the metric you want to use for billing.
  • Price model: The usage metering pricing model determines how the cost of a billable metric is calculated.
  • Minimum spend: You can set a minimum spend for the given billable metric.
  • Discount off: You can set up a discount for the given billable metric, either as a percentage or a fixed amount.

Configure leagal term and invoice settings​

  • Net terms: The number of days within which the customer must make a payment.
  • Grace period: The period during which invoices remain in draft status for review or editing. After this period, the invoice is finalized and cannot be modified.
  • Trial period: You can set a trial period in days. The customer will not be charged during this period.
  • EULA: Optionally, you can add a custom End User License Agreement (EULA) for the private offer.
  • Auto renew: Automatically renew the entitlement term once the current entitlement ends.

Preview offer​

Preview the offer details before creating it. Additionally, you can choose to save the offer as a draft and edit it later.

Accept offer​

Send offer to buyer​

Once an offer is created, you can send the offer link to the buyer.
The offer link contains a token to identify the offer. The offer link will expire after the offer expiry date.

Accept offer​

When the buyer receives the offer link, they can check the offer details and accept it.

  • The buyer can add payment methods in this page.
  • Once the offer is accepted, an entitlement will be generated based on the offer.
  • If the offer has recurring commits and the recurring payment schedule is Prepay, the invoice will be generated and the buyer will be charged immediately after accepting the offer.

Offer actions​

You can perform some actions on the offer details page.

Cancel offer​

You can cancel the offer anytime before the buyer accepts it.

Extend offer expiry date​

If the offer is about to expire, you can manually extend its expiry date.