Offer

Operations on offers.

Create offer

Enter the offer name, select Stripe buyers from the list, and specify the offer start date, end date, and expiration date.

Billing Cycle: Select billing cycle, either 1st day of the month or Entitlement start day.

Here, you can set the flat fee for the offer.

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 Billing Interval: You can set the billing interval for the recurring commits, which will generate an invoice for each interval.
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.

Define the usage-based fee for the offer by setting up billable dimension pricing models. You can configure multiple billable dimensions as needed.

Each billable dimension can have its own unique pricing model. For further information about how price model works.

Billable Metric: Select the metric you want to use for billing. You can customize its name and description, which will appear on the invoice.
Price Model: The pricing model determines how the cost of a billable metric is calculated.
Minimum Spend: You can set a minimum threshold for the given billable metric.
Discount: You can set up a discount for the given billable metric, either as a percentage or a fixed amount.
Billing Interval: Set the billing interval for the usage-based fee. This determines how often an invoice is generated.

Trial Period: You can set a trial period in days. The customer will not be charged during this period.

Define the net terms and grace period of invoice.

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.
EULA: Optionally, you can add a custom End User License Agreement (EULA) for the private offer.
Internal Notes: Optional internal notes that are visible to your team but not to the customer.
Auto Renew: Automatically renew the entitlement term once the current entitlement ends.

Once an offer is created, you can send the offer link to the customer to accept it.

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

Once an offer is accepted, an entitlement will be generated based on the offer.