killbill/killbill

Features

• Billing and Subscription Management - Automates recurring charges, plan lifecycles, and subscription transitions across multiple currencies.
• Usage-Based Billing - Provides a core metering system that calculates charges based on resource consumption and volume pricing.
• Multi-Tenant Billing Infrastructures - Provides isolated billing environments for multiple organizational entities with dedicated API access and configurations.
• Versioned Metadata Tracking - Tracks plan changes using effective dates to maintain historical snapshots for financial consistency.
• Service Entitlement Management - Manages user access to products via an API that separates service entitlement from billing status.
• Tiered Pricing Configurations - Sets package sizes and price matrices to charge users based on consumption levels.
• Billing & Invoicing Systems - Allows retrieval of generated invoices for customer accounts to track charges and payment status.
• Billing Cycle Alignment - Groups multiple subscriptions onto a single invoice based on defined alignment rules.
• Billing Cycle Consolidation - Coordinates billing cycles across accounts or bundles to consolidate or separate invoicing.
• Billing Model Definitions - Allows definition of payment structures including whether recurring charges apply at the start or end of a period.
• Billing Platforms - Comprehensive system for managing subscription lifecycles, recurring invoicing, and automated payment collection.
• Billing Plan Management - Recalculates billing and generates pro-rated credits when a user switches subscription plans.
• Currency Management - Manages plan pricing and payment transactions across multiple currencies using integrated converters.
• Customer Account Management - Stores comprehensive customer profiles, including company contact information and tax registrations for invoicing.
• Invoice Generation - Produces detailed billing documents including currency conversions and automated tax calculations.
• Event-Driven Invoicing - Creates invoices automatically upon subscription changes, including credit balance adjustments.
• Multi-Phase Subscription Plans - Supports complex subscription structures with sequential phases like trials and tiered pricing discounts.
• Online Payment Processing - Handles manual payment processing against specific invoices and executes bulk payments for accounts.
• Payment Collection Automation - Automates the recovery of unpaid invoices through configurable overdue workflows and payment reminders.
• Payment Gateway Integrations - Connects billing systems to third-party payment processors to execute charging operations and financial transactions.
• Notification Processing - Processes asynchronous payloads and webhooks from payment gateways to synchronize financial transaction states.
• Plugin Architectures - Ships a plugin-based extension framework to integrate third-party payment gateways and custom business logic.
• Payment Method Management - Saves and stores customer payment details using tokenization or redirects to hosted pages.
• Payment Orchestration - Integrates multiple third-party payment processors to route and manage transactions, refunds, and dunning.
• Pricing Versioning - Manages the lifecycle of pricing plans through versioning and archival to prevent new sign-ups.
• Pricing Structures - Captures product definitions and pricing models for recurring and usage-based billing.
• Product Catalogs - Defines complex product catalogs including pricing tiers, multi-phase plans, and invoice grouping rules.
• Catalog Versioning - Maintains historical versions of the catalog to update pricing without affecting existing subscriptions.
• Recurring Billing Automation - Executes milestones and billing events to trigger subscription creation and invoice generation automatically.
• Refund Processing Engines - Orchestrates full or partial refunds and records chargeback notices against payments across gateways.
• Subscription Lifecycle Management - Tracks billed services and maintains the complete lifecycle of commercial customer subscriptions.
• Tax Calculation Engines - Generates financial documents with automated tax calculations and regional rule application for global customers.
• Invoice Tax Applications - Calculates taxes on invoices using customizable rules tailored to specific geographic regions.
• Usage Metering & Billing - Tracks the quantity of units used via API to calculate usage-based charges.
• Meter Configuration Management - Filters and aggregates usage points to determine how consumption is tracked and billed.
• Revenue Spreading Logic - Spreads revenue from fees across accounting periods based on the specific terms of the contract.
• Multi-Tenant Data Management - Provides structural management and isolation of data to support multiple organizational entities.
• Performance Obligation Allocation - Distributes transaction prices across performance obligations to comply with official accounting standards.
• Revenue Recognition Engines - Generates compliant revenue schedules and waterfall reports using automated period management.
• Revenue Recognition Schedules - Distributes contract revenue across accounting periods to produce compliant revenue schedules and waterfall reports.
• Revenue Recognition Systems - Allocates contract revenue across accounting periods to ensure compliant financial reporting.
• Multi-Tenant API Gateways - Provides a scalable API that isolates customer data and configurations across distinct organizational tenants.
• Overdue Workflows - Defines automated sequences of recovery actions triggered when customer accounts become overdue.
• API Key Management - Creates, rotates, and revokes API keys at the tenant level for secure access.
• User Role Management - Creates users, defines permission-based roles, and assigns users to specific tenants.
• Multi-Tenancy Management - Isolates data and configurations into distinct tenants using unique API keys for organizational separation.
• Multi-Tenant Isolation Layers - Separates data and configurations into distinct tenants to support multi-tenant environments.
• Application Data Isolation - Separates customer data and configurations into distinct logical environments using unique API keys and identifiers.
• Role-Based Access Control - Enforces permissions on API requests by mapping user roles to allowed actions.
• Core Logic Extensions - Allows modification of core billing logic and integration with third-party tax and fraud providers.
• Declarative Billing Operations - Performs complex billing tasks via declarative requests with built-in audit trails.
• Declarative Business Operations - Processes a single request by automatically planning and executing the necessary low-level steps.
• Plugin-Based Logic Extensions - Provides a plugin framework allowing custom Java or Ruby code to intercept core logic and integrate third party services.
• Contract Term Configuration - Configures contract terms including trials, discounts, and recurring pricing across various currencies.
• Financial Report Generators - Generates formatted financial reports and analytics views for payment and billing data.
• Hosted Payment Page Integrations - Generates redirect URLs to securely collect payment information via third-party hosted payment pages.
• Payment State Machines - Implements a state machine to orchestrate transitions between payment authorization, capture, and refund states.
• Approval Workflow Management - Provides an interface for authorized users to review and act upon approval requests.
• Arrears Billing - Charges customers for units consumed at the end of the billing period.
• Contract Linking - Connects legal agreements to billing subscriptions to track renewals and terminations.
• Subscription Logic Controls - Intercepts subscription operations to apply custom rules for discount coupons or price overrides.
• Tax Code Mapping - Assigns tax codes to products to determine taxable status based on regional jurisdictions.
• Billing API Clients - Ships a typed API client with built-in error handling for executing server-side billing and account operations.
• Line Item Adjustments - Modifies the cost of existing invoice items and generates corresponding credits or refunds.
• Pro-ration Calculations - Computes price adjustments on invoices when a user upgrades or changes plans.
• HTML Layouts - Renders billing documents as HTML layouts for display within customer portals.
• Generation Rules - Sets parameters for invoice generation including safety bounds and notification schedules.
• Quote-to-Invoice Conversions - Transforms approved sales quotes into formal contracts inheriting pricing and commercial terms.
• Subscription Conversions - Transforms approved proposals into formal orders that activate recurring billing.
• Billing Pauses - Suspends invoice generation for accounts using a billing block overlay.
• Subscription Registrations - Programmatically links customer accounts to product plans to initiate recurring billing.
• Subscription Terminations - Terminates subscriptions based on policies for immediate, end-of-term, or date-specific expiration.
• Business Logic Extensions - Provides a framework for integrating custom functionality to align the billing platform with specific business systems.
• Business Reporting Tools - Creates custom data visualizations and business reports using SQL queries against the billing database.
• Currency Normalization - Converts financial values into a single reference currency to ensure consistent reporting across different currencies.
• Dunning Workflows - Automatically cancels service access when a customer account enters an overdue state.
• Customer Profiles - Establishes customer profiles independently of billing plans to support external CRM synchronization.
• Payment Responsibility Transfers - Links child accounts to parent accounts for the purpose of consolidated invoicing and payment responsibility.
• Branding Templates - Generates HTML invoice documents using templates to match corporate branding requirements.
• Layout Design Editors - Provides editing modes to modify company information and layout settings for invoices.
• Phase-Based Invoicing - Triggers invoice generation when a subscription transitions between different plan phases.
• Payment Refunds - Returns payment amounts to customers and adjusts associated invoices to reflect the refund.
• Account Hierarchies - Manages hierarchical parent-child relationships between accounts to shift financial ownership and consolidate billing.
• Payment Responsibility Delegations - Provides a system for linking child accounts to parent accounts to consolidate billing and delegate payment responsibility.
• Payment Application Logic - Matches a single payment transaction against multiple outstanding invoices to settle total account debt.
• Payment Fraud Detection - Analyzes payment data to score risk and abort suspicious transactions automatically.
• Payment Retry Strategies - Implements configurable logic for automatically re-attempting failed transactions based on global or tenant-specific schedules.
• Period Closing Automations - Manages the opening and closing of monthly calendar windows to freeze financial entries.
• Prepaid Credit Wallets - Maintains a detailed credit pool and ledger per account specifically for usage-based billing.
• Automatic Replenishment - Triggers automatic credit additions to customer wallets when balances drop below a defined threshold.
• Prepaid Wallet Management - Establishes and maintains business prepaid wallets with automated fund replenishment capabilities.
• Price List Management - Creates targeted price lists and promotional packages to define specific pricing overrides for customer segments.
• Product Bundling and Discounting - Organizes products into base and add-on categories to control feature combinations and pricing.
• Availability State Management - Controls product availability transitions from draft to obsolete using a state machine.
• Product Blueprinting - Creates product blueprints by specifying attributes, constraints, and technical characteristics.
• Product Packaging - Packages product specifications into offerings with market restrictions and validity periods.
• API-Driven Catalog Updates - Modifies plans and products through APIs without requiring the management of entire versions.
• Rating Rule Versioning - Groups rating rules into versioned configurations linked to specific subscription plans.
• Promotional Discount Engines - Provides a promotional engine to create fixed-amount or percentage-based discount codes with usage limits.
• Regional Billing Localization - Generates region-specific invoices and notifications using various time zones and locales.
• Sales Quote Generation - Builds proposals with product line items and structured pricing to define purchases.
• Sales Quote Lifecycles - Tracks proposals from draft to approval to ensure formal review before conversion to subscriptions.
• Sales Workflow Definitions - Tracks the comprehensive process from generating quotes to activating subscriptions.
• Credit Note Management - Issues credit memos to reduce account balances and creates manual charges for customers.
• Credit Funding - Provides mechanisms to add monetary credits to accounts or invoices to reduce the total amount owed.
• Change Scheduling - Queues pending plan modifications to ensure they persist and execute correctly after system migration.
• Lifecycle Event Interception - Modifies subscription lifecycle events to adjust parameters or apply custom price overrides.
• Feature Entitlements - Provides an API to grant or revoke user access to specific product features independently of payment status.
• External Tax Service Integrations - Integrates with third-party tax vendors to calculate and apply correct regional taxes.
• Transaction Synchronization - Synchronizes taxable activity records with external tax systems through commit and void operations.
• Tax Exemptions - Prevents tax calculation for specific accounts using verified exemption codes.
• Rate Resolution Logic - Determines applicable tax rates by matching customer registration and country data against tax codes.
• Dynamic Pricing Rules - Allows the application of custom metering and pricing rules through configuration without requiring code changes.
• Usage Data Retrieval - Retrieves measured resource consumption from external applications for specific accounts.
• Contract Management - Automates the lifecycle of business contracts from activation through renewal and termination.
• Automatic Renewals - Automatically generates new contracts before the current term expires to ensure service continuity.
• Revenue Waterfall Reports - Produces period-by-period views of recognized and deferred revenue across various contracts.
• Subscription Growth Analytics - Produces financial reports and metrics to track subscription growth and revenue.
• Plugin Development Kits - Provides a dedicated API and developer resources for building and integrating custom plugins.
• Project Version Updaters - Installs new software versions across system components while minimizing production impact.
• Plan Transition Automation - Applies rules to determine if subscription changes happen immediately or are deferred.
• Plan Change Timing - Defines if subscription plan switches occur immediately or are deferred to the end of a term.
• Multi-Server Application Deployments - Distributes the application across multiple server instances and a managed database for scalability.
• Multi-Tenant Hosting - Supports running multiple logical instances on a single server to isolate different customer bases.
• Plugin Extensibility - Integrates third-party gateways and custom business logic through a flexible plugin framework.
• Filesystem-Backed Queues - Schedules failed operations in a database-backed queue for future execution by a handler.
• Action Triggers - Executes custom external logic, such as CRM updates, by listening for internal system events.
• Version Upgrades - Updates the platform and user interface through configuration changes and system restarts.
• Email Template Customizations - Formats automated email content using custom templates and plugins for flexible communication.
• Event Subscriptions - Allows external systems to subscribe to and receive real-time HTTP notifications for lifecycle actions.
• Email Delivery Configurations - Configures and routes outgoing system notifications through external SMTP servers.
• Email Notification Services - Delivers automated customer communications via a flexible plugin-based email notification service.
• Event Notifications - Sends real-time event data to external callback URLs via HTTP POST notifications.
• System Event Routing - Streams internal system events to custom plugins, HTTP endpoints, or message queues for real-time integration.
• External Identity Provider Integration - Connects to LDAP, Okta, or Auth0 for user authentication and permission mapping.
• Access Control - Implements systems to define and enforce service access permissions by aggregating state flags.
• Subscription Cancellations - Manages the lifecycle of subscription terminations, specifically controlling the timing of the cancellation.
• Cancellation Policies - Controls whether service is terminated immediately or at the end of the contract term.
• JWT Identity Management - Validates user identity and permissions using JSON Web Tokens to integrate with external proxy services.
• Behavioral Settings - Provides a centralized interface to manage system-wide tax-related behaviors and configurations.
• Integration Configurations - Provides tools to configure tax plugins, map products to tax codes, and manage exemption settings.
• Rule Management - Enables the creation of tax codes and regional rates associated with specific products.
• Business Approval Workflows - Pauses business operations based on policies until authorized users provide explicit approvals.
• Configuration Version Snapshots - Maintains historical pricing and plan configurations using effective dates to ensure financial consistency.
• Database-Backed Deferred Queues - Schedules failed operations or future billing events in a persistent database-backed queue for reliable asynchronous execution.
• Event Bus Systems - Coordinates tasks and triggers asynchronous business logic via an internal event-driven bus.
• Event Dispatchers - Provides an internal event bus to decouple system components and coordinate tasks between services and plugins.
• Event Messaging Systems - Notifies internal plugins and external services of system changes using a distributed event distribution framework.
• Plan Phase Alignment - Maps current subscription progress to new plan phases using rules to restart or skip phases.
• Declarative Workflow Engines - Processes complex business requests by automatically planning and executing a sequence of low-level atomic steps.
• Transaction State Engines - Manages the lifecycle of financial transactions through defined states like authorization, capture, and refund.
• Business Operation Approvals - Requires authorized sign-off for high-impact operations like discounts and plan changes.
• Plan Change Invoicing - Triggers immediate invoices and handles price differences when a user modifies their subscription plan.
• Administrative Interfaces - Provides a web interface for administrative users to manage customer accounts, subscriptions, and invoices.
• Administrative Change Auditing - Tracks a history of all modifications to maintain a record of administrative actions.
• Audit Logs - Records the full lifecycle of requests, including users and timestamps, for audit and compliance.
• Log Content Masking - Masks sensitive data, such as credit card numbers, in system logs using pattern-based redaction.
• Subscription Bundling - Links base subscriptions with add-ons to enable collective management and cascading cancellations.
• Email Templates - Provides customizable email templates with support for multi-language translations.
• Business Platforms - Subscription billing and payment processing platform.
• Finance and Accounting - Platform for subscription billing and financial reporting.
• Finance & Billing - Platform for subscription billing and financial analytics.

Istoric stele