How it works
From plan setup to Xero invoice, automatically.
A complete walkthrough of how Saasybill handles subscription billing. Every step from first setup through to renewals, mid-cycle changes, and proration.
Create a plan
Plans are the foundation of every subscription in Saasybill. You choose a billing model, set the renewal period, and define what the unit represents for your business. Plans can sit in draft while you configure them and go active when ready.
Once you're set up
All your subscriptions, one place.
Every subscription is visible at a glance. Renewals run automatically and invoices land in Xero without any manual steps.
Proration
What happens when a plan changes mid-cycle.
When a plan changes mid-cycle, Saasybill calculates what each plan was worth for the remaining days and invoices the difference. It uses the exact date of the change, not an estimate.
The effective date can be backdated or forward-dated. If a customer agreed to upgrade last week, the proration reflects that date. The adjustment is then either charged immediately or rolled into the next renewal.
Worked example: upgrade mid-cycle
This $60 can be charged as a new invoice immediately, or added to the next renewal. Configured per subscription.
Next renewal
See it with your own billing workflow.
Start a free trial and have your first subscription running in minutes. Or request a demo and we will walk through it with your Xero setup.