For SaaS-style subscriptions, OMB Cloud handles recurring billing across the full subscription lifecycle.
Set up the subscription
- From the client record → "Subscriptions" → "New subscription".
- Pick a plan from the Catalog (must be flagged "recurring").
- Set billing frequency (monthly, quarterly, annual).
- Pick billing day (e.g. 1st of each month, anniversary of signup).
- Optionally apply a discount for the first N months.
What happens on each billing day
OMB Cloud: (1) generates the invoice with current plan + add-ons + usage; (2) stamps via the correct authority (CFDI/Facturae/etc); (3) attempts auto-charge if a card is on file; (4) emails the invoice + receipt; (5) updates the client's subscription status.
Plan upgrades and downgrades
Mid-cycle upgrades pro-rate the new plan against the remaining days, charging the difference immediately. Downgrades pro-rate as a credit applied to the next invoice. Override per-client if you want different behavior.
Payment retries
If a card payment fails, OMB Cloud retries on a smart schedule (day 1, 3, 7, 14). After the 4th failure, the subscription pauses and triggers a "payment failed" workflow (email the client, notify the account manager).
Tips
- Start subscriptions on the 1st of the month rather than mid-cycle. Anniversary billing is intuitive but harder to forecast.
- For multi-fiscal-entity tenants, each subscription specifies which entity bills it.
- Use the dashboards under
/app/billingto track MRR, churn and expansion.