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Revenue Plus

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Enterprise Plan — This module is available on the Enterprise plan.

Revenue Plus handles the full revenue lifecycle for subscription and contract-based businesses. You define price books, create subscriptions with automatic billing schedules, draft revenue contracts with line-item pricing, amend contracts when terms change, and generate renewal forecasts so your team can act before a contract lapses.

What's Included​

  • Price books — multi-currency catalogs of products and prices, with a default book designation
  • Subscriptions — plans with billing interval, auto-renew, and linked quote support
  • Revenue contracts — multi-line contracts with live pricing preview and amendment history
  • Contract amendments — tracked changes with effective dates and optional immediate application
  • Billing schedules — auto-generated or manual billing milestones per subscription or contract
  • Renewal forecasts — forward-looking renewal projections per contract

Creating Price Books​

Price books define the products and prices you offer. You can maintain multiple books for different currencies or customer tiers.

  1. Navigate to Revenue Plus > Price Books and click New Price Book.
  2. Enter a name and select a three-letter Currency code (for example, USD, GHS, EUR).
  3. Check Default if this is the price book that should apply when no other is specified.
  4. Set the status to active and save.

To add line items to a price book, use the Revenue Plus API Reference or edit the book and add items through the detail view.

Managing Subscriptions​

Subscriptions track ongoing plans for a customer with billing frequency, amount, and renewal logic.

  1. Go to Revenue Plus > Subscriptions and click New Subscription.
  2. Enter the Plan Name and Amount. Select a billing interval: monthly, quarterly, or yearly.
  3. Optionally link the subscription to an existing Quote for traceability.
  4. Set the Start Date and optionally a Renewal Date.
  5. Enable Auto-Renew if the subscription should continue without manual intervention.
  6. Set the initial Status: active, past_due, cancelled, or expired.
  7. Save. The system automatically generates billing schedule entries for the subscription.

When you update a subscription's amount, interval, or dates, the billing schedule re-syncs automatically. To remove a subscription, open it and choose Delete.

Revenue Contracts​

Revenue contracts capture the formal commercial agreement with a customer, including all line items and billing terms.

  1. Go to Revenue Plus > Contracts and click New Contract.
  2. Add the contract lines as a JSON array. Each line specifies a product, quantity, unit price, and any applicable discounts. A pricing preview is calculated immediately.
  3. Set the currency, start date, end date, and renewal date.
  4. Optionally link the contract to a quote or subscription for context.
  5. Set the status to draft initially, then advance it to active once signed.

The system auto-generates billing schedule entries when you create or update a contract. To remove a contract, open it and choose Delete. Associated billing schedules are also removed.

Contract Amendments​

When contract terms need to change — a price increase, an added product line, or a date extension — you record an amendment rather than overwriting the contract.

  1. From Revenue Plus > Contracts, open the contract and click Amend.
  2. Describe the changes as a JSON object (specifying only the fields being modified).
  3. Enter a Reason for the amendment and set an Effective Date.
  4. Toggle Apply Now to apply the changes immediately, or leave it off to schedule the amendment for the effective date.

All amendments are retained in the contract's history, giving you a complete audit trail.

Billing Schedules​

Billing schedules list every upcoming billing milestone for a subscription or contract.

  1. Go to Revenue Plus > Billing Schedules to see all scheduled, billed, and overdue entries.
  2. To regenerate a schedule from a contract or subscription, click Sync and select the source.
  3. To create a one-off billing entry (for example, a setup fee), click Add Manual Entry and specify the amount, currency, bill date, and period.

Billing schedule entries carry a status (scheduled, billed, overdue) and support proration modes for mid-period changes.

Renewal Forecasts​

Renewal forecasts give your team advance visibility into which contracts are coming up for renewal and what the projected values are.

  1. Go to Revenue Plus > Renewal Forecasts.
  2. From the Contracts list, click Generate Forecast next to any active contract. The system calculates a projected renewal value and date based on current contract terms.
  3. Review forecasts in the list view, filtered by forecast date, to prioritise renewal outreach.

Forecasts update when you regenerate them manually. You can delete a forecast and regenerate it at any time. Price books can similarly be deleted from the Price Books list when they are no longer needed.

For programmatic access to price books, subscriptions, contracts, billing schedules, and forecasts, see the Revenue Plus API Reference.