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Billing Opt-In (Billable From)

Every platform and account has a Billable from date that controls when real billing begins. Nothing is billed until this date is set, and an account is billed only from the later of its own and its platform's date.

By default all platforms and accounts are non-billable (no date set). A super-admin turns billing on by setting the date.

How the date is used

  • An account bills in a given monthly run only when both its own and its platform's Billable from are set and the most-recent of the two is on or before that run's billing date.
  • There is no proration: a date set mid-month takes effect on the next monthly run.
  • A platform that is not yet billable gates every account under it, regardless of the account's own date.

Setting it

On the platform detail page and on the account General tab (both super-admin only), use the Billable from field to pick a date and click Set billing start.

The date is set once: once saved it is shown read-only and cannot be changed or cleared (the API and database reject any attempt to unset it). Trying to set it again returns a conflict. Choose the date deliberately.

Seeing which platforms are billable

The Platforms table shows a Billable From column (a dash means the platform is not yet billable). To narrow the list, use the billing filter next to the status filter:

  • All billing — every platform (default)
  • Billable — only platforms with a Billable from date set
  • Not billable — only platforms with no date set

This makes it easy to review which platforms are live for billing without opening each one.

How a new account's billing start is set

A new account inherits its platform's billing state when it's created:

  • On a non-billable platform (no Billable from set), a new account is created non-billable — no billing start date, and it won't bill until a super-admin sets one. This keeps accounts created before a platform goes live (typically test accounts) from starting to bill the moment the platform is turned on.
  • On a billable platform, a new account is billable from creation (its Billable from is the creation time), still gated by the platform's date.

A super-admin can also check Create as non-billable on the New Account form to force a non-billable account even on a billable platform. Because an account can't bill before its platform, you cannot create a billable account on a non-billable platform — set the platform's Billable from first.

Only live accounts ever bill, so sandbox and demo accounts are always created non-billable no matter what the platform's date is. Create as non-billable applies to live accounts only, and checking it locks the account mode to Live.

Apart from not being billed, a non-billable account is a completely ordinary account: it is created the same way and behaves the same way afterwards, hardware orders and all.

Typical rollout

  1. Confirm the platform's Billable from is set (set it first if not).
  2. Set each account's Billable from as it's ready to bill. Accounts created after the platform is billable are billable from creation; accounts created while the platform was still non-billable stay non-billable until you set their date.