For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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Platform GuidesAPI DocsSDKMCP ServerChangelog
Platform GuidesAPI DocsSDKMCP ServerChangelog
  • Getting started
    • Introduction
    • Concepts
    • Onboarding guide
      • Plan your go-live
      • Importing data
  • Use cases
    • Monetizing an AI agent
    • Pricing models for AI products
    • Configuring entitlements for AI products
  • Usage metering & events
    • Meters
    • Usage events
    • Unmatched events
    • Event reprocessing
  • Products & plans
    • Product Catalog
    • Pricing Plans
    • Features & Entitlements
  • Wallets & credits
    • Credit types & wallets
    • Credits in pricing plans
  • Customers & subscriptions
    • Customers
    • Subscriptions
    • Quotes
  • Invoicing
    • Invoices
    • Invoice corrections
    • Payment Collections
    • Tax
    • Currencies & Exchange rates
    • E-invoicing
  • Analytics & reporting
    • Insights
    • Report downloads
    • Revenue Recognition & Deferred Revenue
  • Integrations
    • CRM
    • ERP
    • Email Providers
    • Data Imports: Event File Uploads
    • Data Exports
    • Payment Service Providers
  • Settings & admin
    • Billing entities
    • Payment Options
    • User management
    • Customising invoices
    • Custom fields
    • Default platform settings
    • API key creation
    • Alert Rules
    • Workflows
  • Workflows
    • Workflow Triggers
    • Workflow Actions
    • Monitoring and Audit
    • Common Use Cases
  • For developers
    • Introduction
    • Authentication
    • Local development setup
    • API
    • Errors
    • Troubleshooting
    • Query Parameters
    • Expanding Responses
    • Idempotency
    • Timestamp formatting
    • Webhooks
    • Locale
    • MCP Server
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On this page
  • Step 1: Validate your configuration
  • Step 2: Decide on a deployment strategy
  • Step 3: Plan the technical cutover
  • Step 4: Handle historical data
  • Typical timeline
Getting startedOnboarding guide

Plan your go-live

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Importing data

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Before you start billing customers, validate your setup, decide on a deployment strategy, and prepare for the cutover. This page covers the technical and operational decisions.


Step 1: Validate your configuration

Once your meters, products, pricing plans, and subscriptions are set up, test them end-to-end before going live.

Create test subscriptions — Set up subscriptions with real pricing and customer data (use test customer records). Send usage events matching your production patterns and review the generated draft invoices.

Compare against your current system — Export the draft invoices from Solvimon and compare them line-by-line against what your current billing system would generate. Look for:

  • Missing pricing tiers or conditions
  • Incorrect usage aggregation (should it be SUM, MAX, COUNT?)
  • Edge cases in per-customer pricing overrides
  • Tax calculation differences

Check the data pipeline — If you’re ingesting usage from an external system, run a full dry-run of that integration. Verify that events arrive in Solvimon with the correct customer reference, meter reference, and timestamp.

See the report downloads guide for export options.


Step 2: Decide on a deployment strategy

There are two main approaches. Choose based on pricing complexity, data migration scope, and risk tolerance.

Soft launch — Start with a subset of customers (e.g., new signups, a pilot account, or one business unit). Let them bill for 1–2 cycles while your current system continues as the source of truth. Once you’re confident, expand to more customers. This reduces immediate impact if something breaks, but requires running two systems in parallel for longer.

Full cutover — Migrate all customers at once on a specific date. Requires more upfront validation but reduces long-term complexity. Choose a date that gives your finance team time to close the previous period in the old system.


Step 3: Plan the technical cutover

Pick your cutover date — Align with your billing cycle. If you bill monthly on the 1st, cutting over on the 1st of a month is cleanest. Make sure your team is available to monitor during and after the cutover.

Prepare your integration — If you’re ingesting usage via API, have your logging and monitoring ready. Set up alerts for failed event ingestion or missing events. Test your backfill process (if needed) before the actual cutover.

Plan for rollback — Decide: if something goes wrong, can you roll back to your old system? For how long? Have a clear decision tree for what triggers a rollback vs. a fix-forward approach.

Communicate the timeline — Give your team, customers (if relevant), and stakeholders clear notice of the cutover date and expected impact.


Step 4: Handle historical data

If you’re migrating from an existing billing system, you may need to backfill historical usage or import existing subscriptions. See Backfill and migrate usage data for the available import methods.


Typical timeline

  • Week 1–2: Configure meters, products, pricing plans
  • Week 3: Create test subscriptions and validate invoices
  • Week 4: Decide on soft launch vs. full cutover, prepare integrations
  • Week 5–6: Soft launch with subset of customers (or full cutover prep)

Timeline varies widely based on pricing complexity and data migration scope.