Onboarding guide

Ususally, the number of weeks it takes to set up your platform is anywhere between 2 to 6 weeks. Depending on whether usage based pricing is already used or not, the complexity of the pricing, and the number of custom contracts it can take shorter or longer.

The overall structure of the platform integration involves:

1. Usage meters

Once you set up your meters and connect to our API to ingest metered events, Solvimon can automatically keep track of usage quantities. Read more about setting up the platform for usage metering here.

2. Product catalog

Creating the product catalog is an essential step in setting up the platform and start with billing. The catalog consists of product categories that have products which in their turn consist of product items and features. Product items can be seen as 'revenue items' and will convert to invoice lines on the invoices. Usage-based product items can be connected to usage meters here.

3. Pricing plans

Once the product catalog has some products, they can be priced in the price plans. Price plans function as templates that can later be used in subscriptions with customers. More can be read here.

4. Customers

Now it's time to create some of your customers. Read about that here.

Importing them manually or automatically is also possible. Contact our team for more information about the possibilities.

5. Subscriptions

Subscriptions are the connection of the customer to one of your pricing plan templates, or a place where these templates can be adjusted in price and setting. In subscriptions it is also possible to configure or overwrite certain values such as default settings in seats, entitlements, and free included usage volume. Read more about it here.

When you first start with subscriptions, you need to set up at least 1 billing entity in the settings page. Setting up a payment acceptor for your billing entity is optional but advised. Read more about our settings page here.

6. Ingesting usage events

This step is not necessarily taken at the end, before you want to bill. Ingesting usage events is possible from the moment usage meters are set up and customers are created. Ingesting usage is possible via our API but also through our Desk UI. Read more about the options for ingesting usage events here.

7. Invoicing

All settings and preparations come together in the invoicing process. Once you have set up the platform, connected the customers to pricing plans in subscriptions and started ingesting events, the Solvimon platform will automatically generate invoices.

Read more about billing, invoices and credit notes on this page.