Product guide
How yRecurring works, one feature per page: pricing models, subscriptions, invoicing, and the rest of the billing engine, explained with worked examples.
Product catalog Products, the prices you sell them at, and how to change a price without disrupting existing customers. Pricing models Every way yRecurring can price a product, from a simple flat fee to usage-based and AI billing. Subscriptions The lifecycle of a subscription, from trial to active to cancelled, and every state in between. Proration and mid-cycle changes What happens to money when a subscription changes in the middle of a billing period. Billing timing When a subscription charges, and how billing dates are chosen. Invoices How a bill is created, the states it moves through, and why it exists. Checkout A hosted page where customers subscribe themselves. Payments, refunds, and credit notes Taking money in, giving it back, and crediting a customer's account. Payment gateways One page per gateway, covering what it collects, how to connect it, its webhooks, and its limits. Usage and metering Measure what customers use, then bill for it. Wallets and pricing units Prepaid balances a customer draws down, and the credit units you can price in. Coupons and discounts Give customers money off with a code, and control how long it lasts. Dunning What happens when a payment fails, and how yRecurring tries to recover it. Automation Workflows, webhooks, and everything that reacts to billing events without a human in the loop. Integrations Connect the tools your team already uses, so billing events flow where you work. Customer portal A self-serve billing portal your customers sign in to. Taxes Set up tax rates and control how tax is applied to invoices. Entitlements What a plan grants a customer, and how those grants are enforced. Custom fields and modules Add your own fields to records, and define whole new kinds of record. Import and export Bring your customers, catalog, and billing history in from another system, and take your data back out. Lists and navigation Save list views, export to CSV, act on many rows at once, and move around the app fast. Team and roles Invite your team, and control what each person can do. Tags Colored labels for grouping and finding records. Billing entities Invoice under more than one business identity from a single organization. Reports Ready-made reports for the questions every subscription business asks, plus the date ranges and exports to dig in. Copilot Ask questions about your revenue, customers, and churn in plain language and get answers backed by your real records. Your yRecurring account Your plan, your invoices from us, and what happens if something goes unpaid.