Choose a contact type.

Fill in with a GLN number. To send it via GLN please find details in documentation.

Can be used to store a reference for the contact maybe a foreign key.

Primary email of the contact. A requirement if the contact is to receive a copy of the invoice.

Choose a contact type.

Fill in with a GLN number. To send it via GLN please find details in documentation.

Can be used to store a reference for the contact maybe a foreign key.

Primary email of the contact. A requirement if the contact is to receive a copy of the invoice.

The subscription you want to update

Set the subscription to auto renew on the end date. Only possible if end date is also set

Set the end date of the subscription if it either ends or is a renewing subscription

Developer accessible field to store a foreign key or other integration-wise information

A reference for the subscription typically printed on the invoice

When should the subscription start?

Product plan to switch to on next end date. Be sure to also set to auto renew

Give your subscription a unique identifier

The first span between start date and end date of the subscription. Choose how many Initial Term Periods you want to apply

The first span between start date and end date of the subscription. Choose the multiplier of your Initial Term Interval choice

All subsequent spans between start date and end date of the subscription. Choose how many Renewal Term Periods you want to apply

All subsequent spans between start date and end date of the subscription. Choose the multiplier of your Renewal Term Interval choice

Input Subscription ID for the subscription you want to find charges for.

The stock keeping unit you want the active charge for

The anchor code you want the active charge for

Customer the contact belongs to

Choose a contact type.

Input Invoice ID for the invoice you want to find

Cancel the subscription effecting immediately. Will prevent any future billings.

Provide a text-based reason for the cancellation

Choose how the subscription should be cancelled

If the Cancel Option was 3: specific date please supply a cancellation date

The ID number of your customer. If you do not specify one Upodi will auto-assign one.

The three-letter ISO currency code of your customer. Example EUR

The company name. If filled in the customer is generally referred to using the company name. If left blank the full name is used.

The companys VAT number. Format example DK38344862

The email used to send emails to the customer if emails are turned on in Upodi.

Setting whether the customers' invoices should be created as drafts or be automatically booked. The suggestion is to start with false and then turn on automation gradually.

Put any additional notes about the customer here

The postal code or the zip code

Is used to determine taxation

Appoint another customer as the payee of all invoices for this customer.

Should the parent customer be billed instead, whenever this customer is invoiced?

Invoices billed to this customer that have same invoice date will be collected in one collective invoice

Specify a contact from the customer as your contact person

Specify a contact as your customers point of contact

The ID of the subscription you want to switch

Choose to actively prorate any additional costs associated with the increase or decrease in quantity. Choose whether the invoice is booked immediately or the additional cost is saved and automatically billed on next-coming renewal.

When proration is chosen there are a few different pricing strategies to use.

The ID of the plan you wish to switch to

Input the ID of the customer you want to update

Assign another customer as the parent of this customer. Combine with Bill To Parent to also invoice the parent.

The VAT number of the business. Format example DK2551167

A reference key field used to maybe store an external reference/foreign key

The primary email generally used to send all emails to

The three-letter ISO currency code of your customer. Example EUR

Auto bill your customer or let invoices stay as drafts to be manually booked

Country of your customer. Country is usually used to decide taxation.

The ID of the charge charge you want to update

Choose to actively prorate any additional costs associated with the increase or decrease in quantity. Choose whether the invoice is booked immediately or the additional cost is saved and automatically billed on next-coming renewal.

When proration is chosen there are a few different pricing strategies to use.

A reference key field typically used by a developer to store an external ID for example

Have a description follow this particular purchase. Typically printed on the invoice below the product name.

Overwrite the next time this product charges. This is permanently changing the date on which the product is being charged. Be aware that this does not automatically change the periods the customer pays for, as that is controlled by other parameter PeriodDate

Specify the start date of the next coming period. For advance product this is typically the same as the next charge date, where for arrears it's typically the next charge date minus a period.

How many of the product does the customer buy. This is billed each month.

Set the price specifically only if you want to overwrite the unit price from the product configuration. This price is a persisting change until removed.

The Product Plan you want to list the charges for

Search for a customer using account number

Search for a customer using the ID

Input subscription ID for the subscription you want to find