Billing: Price What You Sell, Then Set the Rules
A walkthrough of the Billing app: monthly and yearly plans, metered add-ons, coupons, trials, a pricing page preview and subscription settings.
Yantra Team3 min read
On this page
Before you can charge a customer every month, you need a price list, a trial policy and a plan for what happens when a card fails. Billing is where you set all three for the business you run, separate from your own Yantra plan.
Open it
Pick Billing in the apps launcher, or say "set up a $49/month subscription plan for my clients". Billing opens beside the chat and owns it while it is open. The left rail has seven pages: Pricing Plans, Add-ons, Coupons, Models, UI & Preview, Trial and Settings. A default plan catalog seeds automatically the first time you open it, so you start by editing, not typing.
Build the plans
On Pricing Plans, edit a tier to set its name, description, monthly price and yearly price. Leave a price blank and the tier shows as Custom. Mark one tier Popular, give it a trial duration in days, and fill in its feature values. Below the tiers, Feature Comparison lays every feature out by category, and you can hide any single feature from the public pricing page.
Add-ons, coupons and model rates
Add-ons cover the extra capacity you sell on top of a plan: seats, agents, runtime hours, storage. Each one is metered or licensed, recurring or one-time, and priced per unit, by volume, by tier or by package, with brackets for the tiered schemes and an optional global limit.
Coupons take a percent or a fixed amount off at checkout. Set how long the discount lasts, which plans and billing intervals it applies to, the maximum number of redemptions and when it expires.
Models is for businesses that resell AI. Each row is a model with a provider cost and a customer price per million input and output tokens. The customer price is the provider cost times your markup, calculated for you.
Preview the pricing page
UI & Preview controls how your pricing page looks: cards or compact layout, headline, subheadline, call-to-action text, a discount message, and whether to show the feature comparison and a test-mode banner. The Live Preview updates as you type.
Trial holds the trial plan, which is hidden from the public pricing cards and defines what a trialing workspace gets. Under Per-plan Trial Defaults, switch the self-serve trial on or off for each paid tier and set its length.
Set the rules in Settings
Settings has its own search box (press /). The pages that work today:
- Organization: billing contact email, default currency and a yearly discount percentage.
- Payment Gateways: connect a gateway and link the bank account your payouts settle to, through Plaid.
- Subscriptions: Billing Preferences (anniversary or calendar billing, one consolidated invoice or one per subscription, credit notes, excess payments, metered billing), Advance Billing to invoice ahead of a renewal, Dunning Management for how long an overdue subscription stays past due and what happens after, and Cancellation Preferences.
- Customer Portal: what customers can do themselves, such as cancel immediately or at the end of the term, pause and resume, or extend a trial.
- Custom Modules for records that do not fit the standard ones, and AI preferences.
Pages marked "Coming soon" are listed but not ready yet.
From chat
- "Set up a $49/month subscription plan for my clients."
- "Add a 20 percent coupon for yearly plans, limited to 100 redemptions."
- "Create a metered add-on for extra seats."
- "Give every paid plan a 14-day trial."
What it is not
Writing and sending an invoice to a customer is the Invoices app. Paying your team is Payroll. Your own receipts and reimbursements are Expenses. Your Yantra plan and the invoices Yantra sends you are under Managing your subscription.