Changelog

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Grants API

• New optional priority field on POST /v1/entitlements/{entitlementId}/grants to control the order in which grants are consumed — lower priority burns down first
• priority is now returned on every grant response (create, retrieve, list, and void), so you can confirm the applied value without a follow-up lookup
• Handy for correction grants: assign a negative priority so an ad-hoc grant is consumed before the recurring allowance

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Platform

• Automatic logout after 5 minutes of inactivity for payments merchants, for added account security
• Meter event subject IDs now link directly to the matching customer page

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Bug Fixes

• Removed a non-functional logo upload from the merchant onboarding flow

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Plan Creation: billingVersion: 0 No Longer Accepted

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What changed

• Passing billingVersion: 0 returns a validation error — Legacy Billing plans can no longer be created
• Omitting billingVersion still defaults to 1 (Standard Billing) — no change here
• Passing billingVersion: 1 explicitly is unaffected

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What’s unaffected

• Existing plans created with billingVersion: 0 continue to work exactly as before — billingVersion cannot be changed after creation, so this is a creation-time restriction only
• PATCH (update plan) never accepted billingVersion and is unaffected

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If you relied on the old default

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Invoice Refunds

• Refund invoices via credit notes, with revenue reporting that accounts for refunded amounts

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Payments

• Merchants can now retry an invoice payment directly, with a per-invoice cooldown to prevent duplicate attempts

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Payment Methods

• New Payment Methods section on the customer page to view and manage a customer’s saved methods
• Customers can no longer remove their last payment method while they have an active subscription

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Entitlements

• Filter GET /v1/entitlements by external customer ID

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Customer Portal

• Meter usage now appears as clear usage cards on the customer portal and subscription pages, replacing the raw event list

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Customer Portal

• Added a payment-required banner so customers can see at a glance when an invoice needs paying
• Payment sessions that are completing or still processing no longer show a misleading “Payment Error”

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Metering

• Meter event ingestion now accepts an externalId on each event, so you can tie events back to your own records (API + SDK)

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Billing

• Regenerate the payment link for an invoice at any time
• Fee prices can now be created with a quantity of 0

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Platform

• Manage customer notification settings directly in the dashboard

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API

• GET /v1/entitlements (list) and the single-entitlement endpoint now return consistent response shapes

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Platform

• Plan creation no longer shows the legacy billing-version selector — new plans use Standard Billing
• Invited team members are now activated automatically on first access
• Invoice PDFs are available from the customer portal even before payment

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Webhooks

• New invoice.paid.v0 webhook event fires when an invoice is paid

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Entitlements

• Entitlement template changes now propagate to active subscribers, with broader coverage of template fields

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Billing

• New defaultQuantity on Price sets the default quantity for fee invoice lines (API + SDK)

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Plans

• New Advanced Settings and Danger Zone sections on the plan detail page

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Entitlements

• Direct-grant-only entitlements can now be configured with issueAfterReset set to 0

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Accounting

• Sync issued invoices to Rillet

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Platform

• Create costs directly in the dashboard
• Revenue, New Plan, and Cost Explorer now consistently use your primary currency
• Billable metric creation defaults the aggregation type to SUM
• Billable metric JSONPath is validated when you save a metric

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API Keys

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Billing

• US merchants can opt in to non-sequential invoice numbers
• Invoice list now paginates for large invoice volumes

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Platform

• Set auto-charge when creating a subscription, directly in the subscription form
• Capture and store a customer’s payment method during subscription setup

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Onboarding

• New quick-start checklist guides you through the initial setup steps

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Metering

• Meter events are now searchable by externalId

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Performance

• Reduced the number of API calls the dashboard makes, for faster page loads

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Cost Explorer

• New Cost Explorer page for analyzing revenue and costs across your customer base
• Break down costs by type, customer, or custom dimension
• Chart and table views with sorting, pagination, and drill-down navigation
• Filter by date range and subject — searchable by customer name

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Raw Meter Events

• New raw events view inside each billable metric — inspect the individual events feeding your usage aggregations
• Filter by subject to focus on a specific customer’s event stream
• Idempotency keys visible directly in the event list

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Entitlements: Query at a Point in Time

• New optional at parameter on GET /v1/entitlements and GET /v1/entitlements/{id}
• Pass an ISO 8601 timestamp to check balance, access, and period bounds at any point in time
• TypeScript and Python SDKs updated

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Entitlements: Automatic Grant Reinitialization

• When a plan’s entitlement template is updated (rollover policy, expiry, reset behaviour), active subscribers’ grants are automatically reinitialized at the next billing period boundary
• Rolled-over balance is preserved — a one-time seed grant carries existing balance forward

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Grant Discounts on Invoices

• When grantDiscountEnabled is set on a price, unused grant balance now appears as a dedicated discount line item on the invoice
• Previously, grant discounts were applied implicitly; they are now visible and auditable

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Platform

• Invoice review step added when creating in-advance subscriptions — see line items and totals before confirming
• Revamped onboarding wizard with improved layout, radio card selection, and clearer step flow
• Filter customers directly from the customers list by name or email
• Improved metered entitlements table in the customer portal — clearer layout and consistent styling
• Customer portal hides legacy usage history for v1 subscriptions (line-item billing shows invoice data instead)

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Migration: billingInterval → billingCadence

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Mapping

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Input (create/update plan)

• New: send billingCadence: "P3M" for quarterly billing
• The old billingInterval field is still accepted for backwards compatibility
• When both are provided, billingCadence takes precedence

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Output (plan response)

• Both fields are present in responses during the deprecation window
• billingCadence is the source of truth (ISO 8601 duration)
• billingInterval is derived from billingCadence and marked deprecated

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SDK update

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Revenue Analytics

• New revenue dashboard for billing v1 — visualize revenue by hour, day, or as a cumulative total
• Drill into revenue by customer or subscription, and track financials from a single consolidated view

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Payment Links

• Payment links can now be created and managed directly from the dashboard
• Supports line items, customer assignment, and status tracking

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Payments API

• New Payments API to process payments programmatically
• Subscribe to payment lifecycle events via webhooks

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Grants API

• Manage grants mid-cycle: create, list, retrieve, and void grants on any entitlement via REST
  • POST /v1/entitlements/{entitlementId}/grants
  • GET /v1/entitlements/{entitlementId}/grants
  • DELETE /v1/entitlements/{entitlementId}/grants/{grantId}
• Grant purchase and direct creation are now available in the public API and SDK

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Webhooks

• New invoice.issued.v0 webhook event fires when an invoice is issued

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API

• New endpoint to manually create line items on an invoice
• listCustomers now supports filtering by name and email

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Platform

• Duplicate any plan (including all its prices) from the plan actions menu
• New usage onboarding flow with a metric wizard for usage-based plan setup
• Customers list now paginates for large customer counts

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Python SDK

• Official Paygentic Python SDK now available, powered by Speakeasy
• Full parity with the TypeScript SDK for all API interactions

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Metered Entitlements

• Metered entitlements now supported — charge customers based on actual usage of features
• Metered line items automatically collected and synced to invoices on your billing schedule
• New GET /v2/invoices/lineItems endpoint to retrieve detailed line item breakdowns per invoice
• SDK updated to support metered entitlements and subscription-scoped entitlement listing

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API Enhancements

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Currencies

• Added support for GBP and AUD as merchant billing currencies

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Customers

• New endpoint to delete customers — historical data is preserved

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Billing Metrics

• Billable metric meter endpoint now available in the public API and SDK — query real-time usage data for a given customer and metric

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Entitlements

• Filter entitlement checks by subscription when a customer has multiple active subscriptions

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Email Notifications

• Custom email routing: configure a custom “from” address for billing notification emails sent to your customers
• Invoice and portal links in emails now expire after 7 days for security

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Plans

• Plans now include a billingVersion field distinguishing legacy and line-item-based billing

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Customer Portal

• Customers can now add and remove their own payment methods directly in the portal
• New entitlements view showing customers their active features and usage entitlements
• Address fields on the customer creation form now support autocompletion

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Platform Updates

• “Show exact balance” toggle replaces nano-unit labels for clearer wallet balance display
• Streamlined merchant onboarding — the consumer/merchant type selection step has been removed for a simpler signup flow

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Bug Fixes

• Fixed metered line items to correctly apply payment term in_arrears
• Fixed sandbox invite links to preserve the return URL after login
• Standardized required field indicators across all platform forms

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Multi-Currency Support

• Notifications for invoices, payments, and subscriptions now display amounts in the merchant’s configured currency
• Payment sessions updated with multi-currency support
• Tax provider contact details now kept automatically in sync

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Platform Updates

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Customer Portal

• Refreshed customer portal UI
• Enhanced wallet balance display with a new balance header

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Bug Fixes

• Fixed inconsistent address autocomplete behavior

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SDK

• Official Paygentic TypeScript SDK now available (beta) with automated publishing

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Major Release: Features & Entitlements

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Feature Management

• Define features that can be gated for your customers (e.g., “SSO Access”, “Premium Support”)
• New Feature Management UI to create and manage features directly in the dashboard
• Link features to prices when creating or editing pricing plans
• Automatic entitlement provisioning when customers subscribe to plans with linked features

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Entitlement Access API

• New public API endpoint (/v1/entitlements) to check if a customer has access to a specific feature
• Support for static (config-based) and boolean (on/off) feature types

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API Enhancements

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Webhooks

• New subscription.renewed.v0 webhook event when subscriptions enter a new billing period

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Customer Management

• Customer name and email now editable directly from the customer detail page
• Fee management endpoints added to public API documentation

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Payments

• Expired payment session links now automatically regenerate with a new email sent to customers
• Added Australia to merchant eligible countries

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Email Notifications

• Email notification when invoice is issued (for manual payment invoices)
• Email notification when invoice is paid with links to invoice and receipt
• Email reminder before subscription renewal

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Bug Fixes

• Fixed micro-pricing truncation in percentage-based prices
• Fixed payment retry flow when initial payment attempt fails
• Fixed fee dropdown showing fees from other products

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API Improvements

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Enhanced Invoice Management

• Added merchantId field to all invoice V2 endpoint responses for better multi-merchant support
• Improved manual Event Source sync capabilities with rate limiting for better integration control

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Security & Environment Management

• API keys now include environment prefixes for clearer identification across different environments
• Enhanced security for API key management

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Platform Updates

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User Experience Improvements

• Added pagination to subscriptions table for better performance with large datasets
• Fixed return URL configuration for payment topups
• Minor bug fixes

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Environment Awareness

• New banner displays current environment (sandbox, staging, production) for clearer context
• Added quick navigation links to sandbox environment

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Major Release: Tax Integration

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Paygentic Tax

• Complete tax automation with Paygentic Tax integration
• Automatic tax calculation and reporting
• Support for international tax compliance

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API Enhancements

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Customer Management

• Enabled tax ID and tax rate updates for merchant-managed customers
• Added address modification capabilities for merchant-managed consumers
• Enhanced subscription and customer ID tracking in source event responses

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Data Integrity

• Prevented duplicate prices per billable metric in plans
• Improved conflict detection for existing subscriptions

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Platform Features

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Payment Methods Portal

• New self-service payment methods management in customer portal
• Improved payment method handling and invoice card filtering
• Enhanced off-session payment flow for automatic billing

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Documentation Updates

• Comprehensive documentation for payment terms
• Detailed metric modes explanation
• Updated billing guides