Product updates
New updates and improvements to Lago.
New navigation bar
July is here, and the sun is knocking on our door! We’ve redesigned the navigation bar to make it more intuitive and easier to use. This new navigation will give you access to even more features — but shhh… they’re not ready to launch just yet 🤫
Track API requests with API Logs
❓‘Which endpoints have been used?’
❓❓‘Which requests are failing?’
❓❓❓‘Which API client triggered this request?’
API logs offer a comprehensive record of all API requests and calls made within your organization. They serve as an essential tool for monitoring activity, troubleshooting issues, and auditing system usage.
Pricing group keys
Launch Week IV, Day 5: Pricing Group Keys
AI and infrastructure platforms often tailor pricing based on variables such as geography, hosting provider, or service tier. Lago’s Pricing Group Keys offer a streamlined way to support this kind of dynamic pricing without duplicating product definitions.
With pricing group keys, you can group usage events to a single product based on configurable dimensions—like cloud provider, model type, deployment region, or instance class. This allows you to reflect real-world cost variations while keeping your product catalog clean and manageable.
When setting up a charge, you define the relevant keys. You don’t need to predefine every possible value. Instead, Lago intelligently routes each usage event to the correct pricing group based on the attributes provided at runtime.
Usage-based billing with group keys
Prepaid credits limited to specific charges
Launch Week IV, Day 4: Restrict Prepaid Credits to Specific Charges
You can now configure prepaid credits to apply only to designated charges within an invoice. This allows greater control over credit usage—for instance, preventing customers from using their prepaid credits to cover the entire invoice and instead limiting them to specific eligible items or charge types.
Avalara Tax Integration
Launch Week IV, Day 3: End Tax Guesswork — Lago x Avalara Integration
You can now connect Lago to Avalara to make tax management easier. This native integration allows you to automatically update your invoices with tax amounts sourced directly from Avalara.
1️⃣ Lago sends the customer’s address, tax identifier (if applicable), and the relevant tax code to calculate the appropriate tax for each line item.
2️⃣ Avalara calculates the tax for the invoice and returns the data to Lago, which is used to update the invoice with accurate tax information.
3️⃣ Lago synchronizes updates for voided and disputed invoices, as well as any credit notes created, ensuring that your records remain up to date.
This integration is accessible with a premium add-on.
Activity Logs
Launch Week IV, Day 2: Billing Activity Logs
❓‘Who changed that price point?’
❓❓‘Who created that plan?’
❓❓❓‘What happened to this invoice?’
We got you! That’s why we are launching one of the most underrated but essential billing features: Activity Logs.
Lago is used by engineering, finance, sales, and growth teams. Engineers build the billing engine, sales customize deals, finance reviews data—it can get messy. Activity logs bring clarity!
Every change is now logged. You’ll know who did what, when, and how—whether it came from the UI or API. We track the user or API key, the action, timestamps, resource IDs, and more. It is like git, but for your billing stack.
Budget & Usage Alerts
Launch Week IV, Day 1: Budget & Usage Alerts!
We’ve all heard the horror stories of unsupervised AWS instances that lead to million-dollar invoices. Even when we’re not talking about millions, you probably know the feeling of usage-based bills far more expensive than you thought. Lago now helps you prevent those scenarios. With budget & usage alerts, you can put hard edges around consumption and billing.
The feature is basically a multi-layered warning system. You can track:
- Lifetime spend for the entire subscription—ideal for free trials that should never exceed, say, a total of $100.
- Current-period spend so finance knows when a customer hits 80 percent of this month’s credits and engineering can act before overages accrue.
- Metric-based spend in amount or usage units, meaning you can send an alert when a user has used up 1 million API calls or $100 of API calls.
Multiple billing entities within a Lago account!
You can now manage multiple billing entities within a single Lago account. Whether you operate with different subsidiaries or invoice on behalf of third parties, this feature lets you issue invoices from multiple senders, different subsidiaries—without duplicating your setup. Your existing configuration (billable metrics, plans, settings, etc.) stays intact, making it easy to scale across entities while invoice settings (timezone, locale, grace period, etc.) can be configured differently.
Know everything about prepaid credits consumption
Our new prepaid credits dashboard is now live in beta! You can now track the flow of your prepaid credits, including the amount of credits offered, paid, consumed, and voided.
Idempotent payment URL generation
We made the payment URL generation idempotent to safely share with your end customers. Each URL remains valid and unchanged for 24 hours, no matter how many times the endpoint is called — helping you prevent duplicate payments and simplify the checkout flow. After 24 hours, a new URL will be generated on the next call, valid for the next 24-hour period.
Lago Data Pipeline is now in beta
You need to sync your Lago data to your data warehouse or cloud storage? We’ve got you covered with a new native integration called Lago Data Pipeline!
Lago Data Pipeline is now in beta and available for a selected group of customers. Reach out to your account manager to get access.
More than 20 data destinations are supported, including Snowflake, BigQuery, Redshift, Databricks, Athena, ClickHouse, MotherDuck, Postgres, Aurora Postgres, MySQL, Aurora MySQL, SQL Server, SingleStore, S3, S3-Compatible, GCS, ABS, and Google Sheets.
Failed payment nightmares are over: Lago payment pre-authorization
Sick of launching a subscription, watching customers dive in all month, only to have payment fail at billing time—and then radio silence when you reach out? Failed charges not only leave revenue on the table but also create churn, frustrate customers, and bog your team down in manual follow-ups.
With Lago’s Payment Pre-Authorization, you can now verify a card’s validity and available funds when starting a subscription. Catch bad payment methods upfront, automate notifications for declined pre-auths, and keep your service—and your revenue—flowing seamlessly. Enable it in your Lago dashboard today and turn payment nightmares into smooth, uninterrupted growth.
Pay your Lago invoices with Moneyhash
You can now pay your Lago invoices using Moneyhash!
Moneyhash is the leading payment infrastructure software in Africa and the Middle East. They help businesses across Emerging Markets to optimize payment performance, scale operations, cut costs, and grow revenue through an all-in-one orchestration platform.
If you issue invoices for customers in Africa or MENA, this integration is for you!
Enhanced Revenue Streams and MRR dashboard are now live in Beta
We’ve just launched Analytics v2 in beta for some premium customers! This upgraded experience brings deeper insights and more powerful tools to understand your revenue performance:
- Revenue per Stream: Get a detailed breakdown of how each stream contributes to your bottom line.
- Enhanced MRR Dashboard: Track your Monthly Recurring Revenue breakout with detailed views
This marks a major step forward in Lago’s new Analytics view, designed to help you make smarter, data-driven decisions. If you’re part of the beta, we’d love to hear your feedback!
Rescue failed wallet transactions!
Payment intent failed? No worries — we’ve added a new endpoint that generates a payment URL for pending and failed wallet transactions. This feature allows your customers to complete their wallet top-ups through a secure checkout page, similar to how invoice payments work. A smoother recovery, a better experience. Dive into the docs for all the details!
Track every cent: Payment Receipts are now available!
To give your customers better visibility into their payments, we’ve introduced Payment Receipts — a new PDF document and API payload generated by Lago. Unlike invoices, these receipts provide a clearer breakdown of payments received, including the payment method used and any remaining balance. This helps your customers track their transactions more easily and improves transparency around outstanding amounts.
Disable pdf generation
If you don’t rely on our PDFs, you can now configure Lago—via an environment variable—to skip PDF generation for invoices, credit notes, and receipts. Lago won’t process any jobs related to these documents, keeping your queues less crowded.
Invoice previews for upgrades and downgrades
You can now preview invoices not just for new customers or dry runs on existing subscriptions, but also for upgrades, downgrades, and even plan terminations. This means you have all the tools you need to estimate and preview invoices for every billing scenario. Get ready to take control of your billing like a pro!
Enhanced wallet transaction details
You can now view detailed information about a wallet transaction by simply clicking on it. We’ve added comprehensive data to improve your understanding, including all relevant transaction details, linked payments, and associated invoices. This update makes it easier to track and analyze your wallet transactions at a glance.
Failed wallet transaction
We’ve introduced the failed wallet transaction! Now, when a wallet transaction is linked to a failed payment, its status will automatically update from pending to failed.
This enhancement provides a clearer view of the transaction lifecycle and simplifies debugging when needed.
Expiration date for wallet recurring transaction rule
As part of our initiative to enhance the wallet experience, we’ve introduced two new settings for wallet recurring transaction rules.
- You can now set an expiration date for a rule, and Lago will automatically terminate it once reached, preventing any further top-ups.
- Additionally, you can define metadata for recurring top-ups directly through the Dashboard.
New webhook message on wallets
We’ve introduced new webhook messages to help you better understand activity on your wallets. You can now listen to wallet.created, wallet.updated, and wallet.terminated events.
Pay Lago invoices via Bank Transfers
Lago now supports Stripe’s bank transfers (customer_balance) for invoice payments. Supported methods:
- JPY: Japan
- GBP: United Kingdom
- EUR: Specific SEPA countries (see Stripe documentation)
- MXN: Mexico
- USD: United States, United Kingdom, and select SEPA countries
Custom SMTP Management
By default, Lago automatically handles your SMTP configuration—no extra setup required.
However, if you prefer to use your own SMTP server, Enterprise customers can now send emails through a custom SMTP configuration.
Effortless Docker deployment in a single command
We heard you—the old Docker commands were a bit of a hassle, so we’ve made things easier. Now, you can get the app up and running with just one simple command in your shell. Enjoy!
To the moon: Crypto payments are now available
Lago now supports crypto payments! Don’t worry though, your customers won’t be paying you in a dog meme coin anytime soon. For now, we support USDC/USDP payments if you’re using Lago with Stripe payments.
If you don’t know, USDC is a stablecoin that’s pegged to the US Dollar and always worth exactly $1, so it’s not some speculative memecoin you’re getting into.
Of course, you can turn this on and off as you like.
Record payments and partial payments
Some invoices aren’t paid in full right away, or some of them are paid through bank transfers. This is true especially in bigger enterprise deals with unique payment terms. But this means that the invoice is neither unpaid nor paid — it’s partially paid.
You can now record these payments in Lago and easily find partially paid invoices at a glance by filtering. That way, you don’t have to remember payments in your head, but always have an accurate overview directly in Lago.
Partner billing & self-invoicing
Many of our customers share some revenue with partners. If a partner gets them a new customer, the partner gets a cut of that revenue.
This is easy enough for subscriptions and tons of vendors enable this. But if you charged based on usage, you had to do it all manually because most billing systems couldn’t handle this.
We’re solving this now. Previously, you could only use Lago to invoice your customers. Now you can create partners. A partner invoice is addressed to you and comes from your partner, a concept we call self-billing.
This means you can now manage partnerships directly within Lago instead of needing multiple tools. Lago will also calculate both the revenue this partner brings you and their overall cost.
Back to the future with invoice previews
By using the /invoices/preview endpoint, you can generate a preview of an invoice for a potential purchase or to estimate the dry-run invoice of an active subscription.
This preview calculates the total invoice amount, itemizes each charge, and applies any relevant taxes or discounts.
By creating a preview, you can share the projected payment details without generating or finalizing an invoice.
- Prospective customers can now see exactly what they’ll have to pay if they buy the product. This gives them more clarity and makes them more likely to buy.
- As a company, you can now see what a customer’s invoice would look like if it was issued right now. This lets you a) support your customers better when they have.
- Your customers can preview what they’ll have to pay if they downgrade, upgrade, etc. in fine detail—including all taxes, credits, etc.
Add up to 10 webhook endpoints
We’ve increased the limit on the number of webhook endpoints available in your Lago app! You can now add up to 10 webhook endpoints in the developer section.
Add fees to your draft invoices
As communicated, we no longer generate fees at 0 units, but you can still add them to Draft invoices if no event has been received. Don’t hestiate to navigate into a Draft invoice and add fees linked to charges with no Event.
Retrieve a wallet transaction endpoint
We’ve added a new endpoint to the wallet experience!
No need to query the full wallet transaction list to view the details of a specific transaction—you can now retrieve a single wallet transaction directly with the new GET /wallet_transactions/{lago_id} endpoint.
Let Lago sync your customers directly with Salesforce!
We’ve streamlined the Salesforce integration experience. Like all our other integrations, you can now set up the creation of a customer in Lago to sync with Salesforce. If you need to test the Salesforce package, feel free to reach out!
No need to leave Salesforce to apply coupons to accounts!
We understand that sales teams prefer to stay within Salesforce as much as possible, so we’ve enhanced the Salesforce integration. You can now select specific coupons and apply or remove them directly to or from your accounts in Salesforce—no need to switch to Lago.
Display custom invoice sections
Tailor invoices to each customer by adding personalized bank details! With the custom invoice section, you can easily personalize templates and include essential details like legal information, all conveniently displayed in the footer.
Head to Settings > Invoices > Invoice Custom Section to try out this new feature.
Filter and export credit notes
Users can now filter the list of credit notes (e.g. by currency, customer, issuing date, amount, reason, etc.) and the filtered list can then be exported from the user interface.
Two export options are available:
- Standard, including the list of credit notes and credit note amounts (i.e. one row per credit note); and
- Advanced, including the list of credit note line items (i.e. one row per line item, so multiple rows per credit note if it includes multiple items).
The list is automatically emailed to the requester in a CSV file.
Granular API key permissions
You can now customize permissions for API keys in Lago! 🔒
When creating or editing an API key, you can define read, write, or read and write access for every object in the Lago API. This gives you full control over which endpoints can be accessed and how.
If an API key doesn’t have the required permissions, the API will block the request, ensuring enhanced security and precise access control.
Edit and delete dunning campaign
You can now instantly update dunning campaign thresholds, delays, and attempts to fit your needs—changes may trigger new attempts for linked customers. No longer need a campaign? Delete it! Customers will either switch to the default campaign or be excluded if none exists.
Create new API keys
Need more API keys? You can now manage your API keys more efficiently—create, name, and delete them to seamlessly connect Lago to other tools.
Visit the Developers > API Keys section to explore this new experience.
Schedule an API key rotation
You can schedule an API key rotation to proactively manage security migrations. Choose a timeframe—now, in 1 hour, 24 hours, 48 hours, or 7 days—and Lago will automatically deactivate the old API key.
Rotate your API key
Oops! Think your API key might be exposed, or just want to rotate it to stay safe? No worries—you don’t need to reach out to us. You can now quickly roll your key anytime in the Developer section.
Automatic dunning: Payment reminders on autopilot
For businesses billing on usage, keeping payments timely is essential. That’s why we’re introducing Automatic Dunning—a hands-off way to manage overdue invoices and keep cash flow steady.
With Automatic Dunning, you can set up tailored reminder campaigns for different customer groups. Once activated, these campaigns run on autopilot, sending scheduled email reminders for any unpaid invoices. Reminders will keep going until the payment is made or you adjust the settings.
Automatic Dunning keeps your payment reminders on autopilot, so you can focus on what matters while your billing engine handles collections in the background.
Customizable rounding for usage metrics
Previously, usage rounding in Lago was limited to a default precision. Now, with Customizable Rounding Rules, you have full control over how usage-based metrics are rounded.
Choose from these rounding options:
- Ceil: Always round up to the nearest integer.
- Floor: Always round down to the nearest integer.
- Round: Round to the nearest integer using standard rounding rules.
Additionally, you can specify a precision level—positive or negative—allowing you to round usage to a set number of decimals.
Build any usage-based metric with SQL expressions
Previously, usage-based metrics in Lago were powered by a single field—ideal for simplicity but limited in flexibility. Now, we are giving you complete control with SQL Expressions.
With SQL Expressions, you can build metrics tailored to your needs. Use advanced math operations, concatenations, rounding, and more to create precise, custom metrics that reflect your unique usage patterns.
Custom expressions allow you to define more advanced computation logic by dynamically using any event field within your expression. Here are a few examples:
- Concatenation:
CONCAT(value1, '_', value2) - Math operations:
((value1 * value2) / value3) - Rounding:
ROUND(value1 / value2)
Cascade plan editions to overridden subscriptions
You have now the flexibility to decide whether changes made to the parent plan should automatically cascade to all overridden subscriptions. For instance, if you add a new charge to the parent plan, it will immediately reflect in the overridden subscriptions, ensuring that all pricing updates are seamlessly applied across your entire customer base while maintaining the flexibility of custom pricing.
Sync billing data to HubSpot
With Lago’s new integration, you can now seamlessly sync billing data in real time to HubSpot. By connecting your Lago account to HubSpot, you’ll enable the following:
- Customer Creation: Automatically create Contacts or Companies in HubSpot based on your Lago customer data.
- Invoice Syncing: Real-time invoice sync to a HubSpot custom object named
LagoInvoices. - Subscription Syncing: Real-time subscription sync to a HubSpot custom object named
LagoSubscriptions.
Quote in Salesforce CPQ, bill in Lago!
Our enhanced Salesforce package now enables you to use Salesforce CPQ for quoting leads and customers. Once a quote is approved and signed, it automatically triggers a real-time subscription in Lago. No need for separate processes—your sales team can directly create subscriptions from validated quotes within Salesforce.
Dynamic pricing
Do your prices change dynamically based on a provider or complex in-house calculations? Here are some real-life use cases:
- 🤖 AI companies: prices fluctuating based on real-time models cost
- 🏦 Fintech: matching prices to live market data
- 📱 Telco/CPaaS: adjusting costs to fluctuating carrier rates
We’ve heard you, and we’re excited to introduce Dynamic Pricing for this! You can now set a charge model as Dynamic and send the event amount directly through each event. No more headaches trying to manage interchange fees or fluctuating custom prices.
Credit note on prepaid credit invoices
Refund your customers who purchased prepaid credit in no time! You can now process refunds for prepaid credit bought within Lago directly, without needing to engage your payment provider. Lago takes care of the refund through its credit note module, enabling you to initiate the refund to the payment provider and automatically void the prepaid credit in the active wallet according to the wallet’s refund status.
Customer Portal complete rework
We’ve completely reworked the Customer Portal. You can now embed the portal URL to display in real-time plans and usage information, wallet data, customer info, and invoice lists.
Additionally, your end customers can take actions directly within the portal, such as adding prepaid credits and updating their customer info—all automatically synced with your Lago back office.
Cherry on top? We’re offering the new Customer Portal for free to all users, including those on our open-source plan.
Usage ingestion sources
Premium ingestion sources for metering and usage consumption are now generally available. Instead of using the basic API, you can leverage dedicated connectors to ingest data directly from sources like AWS S3, AWS Kinesis, Kafka, MongoDB, and Azure. Most connectors support ingestion rates of over 15,000 events per second (compared to 1,000 via the basic REST API).
For custom ingestion connectors, please contact the Lago team.
Customer type
Users can specify whether the customer is a company or an individual by setting the customer type.
By default, if no customer type is specified, customers are created without a defined type and you will need to assign one manually.
Send tax invoices
Lago invoices are now fully compliant with local legislation in Australia, Indonesia, New Zealand and the United Arab Emirates.
In those countries, it is mandatory to emit “Tax Invoices” accord to specific rules. This can now be handled with Lago.
Retrieve all events using the API
Users can now retrieve and filters all events using the API. The endpoint also allows for filtering by:
codeexternal_subscription_idtimestamp_fromtimestamp_to
Anrok integration ✨
We have developed an integration with Anrok to make tax management easier. This native integration allows you to automatically update your invoices with tax amounts sourced directly from Anrok.
- Lago sends the customer’s address, tax identifier (if applicable), and the relevant product ID to calculate the appropriate tax for each line item
- Anrok calculates the tax for the invoice and returns the data to Lago, which is used to update the invoice with accurate tax information
- Lago synchronizes updates for voided and disputed invoices, as well as any credit notes created, ensuring that your records remain up to date
This integration ensures compliance with international tax regulations by calculating taxes for US & non-US obligations, like VAT.
Precise amount for fees
Lago now allows you to retrieve the precise (ie. non rounded) amount on the fee object. Before only the rounded amount_cents was available.
To use the precise fee amount, you can use the precise_amount field.
Progressive billing ✨
Progressive billing, also known as threshold billing, automatically triggers an invoice when a customer’s cumulative usage reaches predefined thresholds.
This method ensures that customers cannot exceed certain usage limits without ensuring payment is received, reducing the risk of unpaid services or fraud.
You can setup 2 types of threshold:
- Step-based threshold: invoices are generated when the lifetime usage of a subscription reaches a defined threshold. You can set an unlimited number of thresholds, each with a specific amount and a unique name
- Recurring threshold: this threshold determines what happens after the final step-based threshold is reached. (For example, after the last threshold, Lago will automatically bill $100 each time the lifetime usage increments by that amount)
Skip empty invoices generation
Users can now decide whether or not to issue $0 invoices (ie. empty invoices). By default, empty invoices are generated. You can change this setting at the organisation level.
When creating a customer, it takes by default the configuration of the organization for this specific field.
However, you can decide to override this information for a specific customer. Why? You might have customers who need to receive an invoice each month, even if the total amount is 0.
Filter and export invoices
Users can now filter the list of invoices (e.g. by currency, customer, issuing date, etc.) and the filtered list can then be exported from the user interface.
Two export options are available:
- Standard, including the list of invoices and invoice amounts (i.e. one row per invoice)
- Advanced, including the list of fees (i.e. one row per fee, so multiple rows per invoice if the invoice includes multiple fees)
The list is automatically emailed to the requester in a CSV file.
Wallet transaction metadata
When creating a wallet transaction via API, you can add metadata to store additional information (e.g. source of the transaction).
This information is not displayed in the user interface.
Invoicing options for wallet top-ups
When creating a new wallet for a customer, users can choose to generate invoices for credit purchases either:
- As soon as the wallet transaction is created
- Only when payment is successful, which avoids generating invoices for transactions that have not been finalized
These options are also available for automatic and manual top-ups (see wallet_transaction.invoice_requires_successful_payment).
API changes (v1.7.0)
As announced a few months ago, we have updated the event ingestion process and removed deprecated API fields. Changes include:
1. Replacing groups with filters
The new dimension system based on filters allows users to create billable metrics with more than two dimensions, and makes it easier to create charges based on custom event properties. The old dimension system based on groups has been permanently removed from the Lago API (see all changes).
2. Marking external_subscription_id as mandatory for events
Events that only include external_customer_id are no longer taken into account when aggregating usage (learn more). This change will streamline the event validation process and enable real-time billing capabilities.
3. Removing deprecated API fields
For the sake of clarity and to preserve the quality of the API, we’ve deprecated several legacy fields (see full list).
Invoicing options for instant charges ✨
For charges paid in advances, Lago offers three invoicing options:
- An invoice can be issued for each event
- An invoice that only includes paid fees can be issued at the end of the billing period
- No invoices (users only rely on the
fee.createdwebhook)
Xero integration ✨
We have developed a Xero integration to make accounting easier. Available features include:
- Connecting a Lago account to a Xero account via OAuth
- Mapping Lago objects such as billable metrics, plans, coupons, wallet credits and taxes to Xero items
- Real-time synchronization of customer accounts
- Real-time synchronization of invoices
- Real-time synchronization of credit notes
- Real-time synchronization of payments
Link checkout
For card payments processed through integration with Stripe, users can enable the Link option. Link automatically fills the customer’s payment information for faster checkout.
Overview of customer billing
The customer view features a new billing section, including:
- Gross revenue (i.e. total amount billed to the customer)
- Total overdue (i.e. total amount of invoices that are past their due date)
This improvement is the first step toward dunning management (coming soon).
NetSuite integration ✨
We have developed a NetSuite integration to make accounting easier. Available features include:
- Connecting a Lago account to a NetSuite account via OAuth
- Mapping Lago objects such as billable metrics, plans, coupons, wallet credits and taxes to NetSuite items and tax items
- Real-time synchronization of customer accounts
- Real-time synchronization of invoices (and sales orders)
- Real-time synchronization of credit notes
- Real-time synchronization of payments
Shipping address
In addition to the customer’s billing address, users can add a shipping address. This information can be useful when the applicable tax rates are determined through integration with a tax management provider (e.g. Anrok).
Overdue invoices
If an invoice is not marked as paid once its due date has passed, it is considered to be overdue. The billing system will then send a webhook message to notify the organization that issued the invoice (see invoice.payment_overdue).
Custom pricing ✨
For companies whose aggregation and pricing models cannot be reproduced using standard functions, our team can inject a custom code snippet into the billing application.
This feature allows users to implement advanced billing rules based on custom logic, which can be very useful when migrating from an in-house billing system.
Okta SSO ✨
Users can sign up and log in to their Lago account through Okta single sign-on (SSO), which enables a better experience and ensures that the identity provider remains the system of record for authenticating users.
Hiding subscription fees at zero
We have modified the invoice template and introduced new rules for subscription fees:
- If
amount_centsis zero for the subscription fee and there are no other fees (e.g. usage-based charges or commitment) in the invoice, the subscription fee will appear on the PDF invoice - If
amount_centsis zero for the subscription fee and there are other fees in the invoice, the subscription fee will not be displayed on the PDF invoice
Role-based access control (RBAC) ✨
With the RBAC feature, organizations can ensure that each member only has access to the information and actions required to perform their job duties.
There are three roles available on the Lago platform:
- Admin: full access to all views and actions (usually assigned to billing engineers and managers)
- Account Manager: can manage customer accounts and subscriptions (suitable for sales and success teams)
- Finance & Analyst: mostly view-only, with the ability to manage invoices and credit notes
Recurring wallet top-ups ✨
Users can define rules to automatically trigger wallet top-ups, based on two methods:
- Fixed: a predefined number of credits is added to the customer’s wallet
- Target: credits are added to the customer’s wallet to reach a predefined balance
There are also two trigger options:
- Interval: weekly, monthly, quarterly or yearly top-ups, with a custom start date
- Threshold: the top-up is triggered when the ongoing balance of the wallet reaches a predefined minimum threshold
Webhook messages for wallets
Lago now sends webhook messages when:
- A wallet transaction is created (see
wallet_transaction.created) - The status of a wallet transaction is updated (e.g. when a pending transaction is settled - see
wallet_transaction.updated) - When the ongoing balance of the wallet is zero or less than zero (see
wallet.depleted_ongoing_balance)
Void wallet credits
The endpoint POST /wallet_transactions includes a new function to void credits, which are immediately deducted from the balance of the customer’s wallet.
This action can also be triggered via the user interface.
Filters for billable metrics
We have made changes to our dimension system and replaced metric groups with filters. This new feature offers greater flexibility as:
- Users can create as many filters as needed (they are no longer limited to two dimensions)
- Users can define specific rates based on very granular filter combinations (e.g. online card payments with Visa cards, offline card payments with Amex cards, etc.)
Google SSO
Users can sign up and log in to their Lago account through Google single sign-on (SSO), which enables a better experience and ensures that the identity provider remains the system of record for authenticating users.
Improved trial period
When the subscription fee of a plan is paid in advance and the plan includes a trial period, the first invoice was initially generated when the subscription started. Following feedback from the Lago Community, we have modified this logic to generate the first invoice at the end of the free trial.
Payment disputes
If a payment dispute is reported as lost by the payment provider, Lago will provide invoice.payment_dispute_lost_at and send the webhook message invoice.payment_dispute_lost.
This feature is available via integrations with Stripe and Adyen.
Upcoming API changes (v1.2.0)
We have released a new version of Lago with exciting new features, but also API changes likely to affect our users’ workflows.
1. Replacing groups with filters
We have developed a new dimension system that offers greater flexibility. Filters allow users to create billable metrics with more than two dimensions, and make it easier to create charges based on custom event properties.
However, this feature introduces changes to a number of objects, including billable_metric, plan, fee and customer_usage. In addition, the endpoint to retrieve billable metric groups will be deprecated (see all changes).
2. The external subscription ID becomes mandatory for events
In order to develop real-time billing capabilities, we need to streamline our validation process. We have therefore decided to make external_subscription_id mandatory when sending events via the Lago API.
Events that only include external_customer_id will no longer be taken into account when aggregating usage (learn more).
3. Deprecation of API fields
For the sake of clarity and to preserve the quality of the API, we are going to deprecate several legacy fields (see full list).
Timeline
We will maintain the current API logic until July 9, 2024. After this date, previous versions will no longer be supported. We kindly ask our users to update their integration before that day to avoid any potential breaking change.
Minimum plan commitment ✨
When creating a plan, defining a commitment ensures a minimum invoice amount for the billing period.
This minimum is calculated at the end of the period, taking into account the subscription fee and all usage-based charges. If the total amount invoiced is less than the minimum commitment, Lago will automatically apply a true-up fee.
The default commitment can be overridden when assigning the plan to a customer.
ACH and BACS payments
Lago’s native integration with Stripe supports two new payment methods:
- ACH Direct Debit for customers with a US bank account
- BACS Direct Debit for customers with a UK bank account
Grouping of charges
It is possible to group charges on the invoice according to a custom attribute. When creating a charge based on the standard pricing model, users can define one or several grouped_by attributes that will then be used to provide information on the distribution of usage.
For a customer who has sent thousands of API requests, for instance, we could display the breakdown of usage based on the workspace_id to which each request is linked.
Updated Salesforce package ✨
This new package allows users to initiate actions in Lago without leaving the Salesforce interface. It includes two customizable flows:
- Ability to automatically create Lago customers from Salesforce accounts
- Ability to automatically create Lago subscriptions from Salesforce opportunities, including the option to override existing plans
Payment link for a specific invoice
We have added a new endpoint to generate checkout URLs for specific invoices.
This feature is available via integrations with Stripe and Adyen. It allows users to collect payments in countries where payment methods cannot be saved for future use.
Wallet balance in (near) real-time ✨
In addition to the invoiced balance, which represents the credit available in the wallet after the last invoice has been finalized, wallets include an ongoing balance, which takes into account the customer’s current usage and taxes.
The ongoing balance gives an overview of the credit available in the wallet in near real-time, as it is updated every 5 minutes.
Edit draft invoices ✨
When an invoice is in draft (i.e. during the grace period), fees can be modified via the user interface. Users can either:
- Overwrite the total number of units, in which case Lago will automatically recalculate the fee based on the pricing model associated with the charge
- Overwrite the number of units and unit price, in which case Lago will automatically recalculate the fee based on this information
Multiple PSP accounts
If an organization has multiple accounts with the same PSP (e.g. US Stripe account and EU Stripe account) they can all be connected to Lago. Users can then select the most appropriate account to process payments for each customer.
Batch endpoint
Events can now be sent in batches using the new /events/batch endpoint. Each API call may include up to 100 events.
Disabling emails for invoices without fees
To avoid sending too many notifications to customers, we have deactivated emails for invoices without fees.
Although invoices with "fees_amount_cents": 0 are no longer sent to customers by email, they are still available in the database and user interface.
Custom invoice numbering
We have made invoice numbering more flexible, with three elements:
- Prefix that can be customized
- Dynamic sequence, either based on sequential customer IDs, or based on year and month (i.e. YYYYMM)
- Sequential number of the invoice (i.e. 001, 002, 003, etc.)
EU tax management
Lago’s EU tax detection feature allows users to check customers’ tax identification numbers through integration with the European VAT Information Exchange System (VIES), and to automatically assign them a tax rate based on their country.
Unit prices
PDF invoices now include details of charges for each pricing model (e.g. for graduated pricing, we display the number of units and unit price for each tier).
This information is also available in the invoice object (see invoice.fees.amount_details).
Automatic wallet top-ups ✨
Customer wallets can be topped up automatically according to predefined rules:
- Based on a time interval (e.g. weekly, monthly, etc.)
- Based on a threshold (e.g. when the wallet balance is less than or equal to $10)
Event validations
We have added an events.errors webhook message to notify users when some of the events ingested in the last hour are invalid.
Possible errors include:
- Invalid billable metric code
- Missing aggregation property
- Missing group key
Regenerate checkout links
When a customer wants to update their payment method, or when a checkout link has expired, users can generate a new checkout URL on demand through the Lago API.
This action is available for all our native payment integrations.
Custom success URL
When setting up one of our native payment integrations, users can define the URL to which customers should be redirected after completing the checkout process. Custom URLs can only be added via the user interface.
Default currency
The organization’s currency can be defined in the settings of the account or via API. It is used as the default currency when creating new objects, such as plans and add-ons, and to display information on dashboards.
Helm chart updates
We have released a new version of the Lago Helm Charts to facilitate on-premise deployment.
Integration with Salesforce CRM ✨
With the new Salesforce CRM integration, Lago data is automatically synced with Salesforce.
Users can access their customers’ subscriptions, invoices and credit notes directly in their CRM application.
Removal of event validations
We are currently upgrading our infrastructure and setting up a new event ingestion system. As part of this project, we have decided to remove the validations that were automatically performed when ingesting events through the Lago API.
This means that the API no longer returns error messages when events include incorrect parameters (e.g. wrong billable metric code, subscription not found, transaction_id already exists, etc.).
Retrieve a subscription
We have added a new endpoint to allow users to retrieve a specific subscription via the Lago API, using the external_id of the subscription.
Webhooks for subscription upgrades/downgrades
When the plan associated with a subscription changes, Lago automatically notifies the user with two webhook messages:
subscription.terminatedto confirm the termination of the initial plan (includesnext_plan_code)subscription.startedto confirm the start of the new plan (includesprevious_plan_code)
Plan details
In the Plans section of the app, users can now click one of their plans to see its details (i.e. name, code, interval, currency, subscription fee, usage-based charges, etc.) and also retrieve the list of subscriptions linked to the plan.
In addition, in the customer view of the app, users can click one of the subscriptions assigned to their customer to see its details (i.e. status, start date, interval, currency, fees, charges, etc.).
Override plans ✨
When assigning a plan to a customer, you can modify some attributes to create a custom plan. Editable fields include (but are not limited to):
- Currency
- Subscription fee
- Charge prices
- Minimum spending requirements
- Tax rates
- Invoice display names
Details of the new plan will be available in the customer view.
Spanish locale
¡Hola a todos! The Spanish locale is now available on Lago.
Users can select it as their organization’s default language or as a customer’s preferred language.
Swedish locale
Hej alla! The Swedish locale is now available on Lago.
Users can select it as their organization’s default language or as a customer’s preferred language.
Display names on invoices
When creating or updating a plan, users can define custom display names for subscription and usage-based charges, which will be printed on the PDF files generated by Lago.
Display names can be defined via the user interface or the API (see plan.invoice_display_name and charges.invoice_display_name).
Retrieve past usage
We have added a new endpoint to retrieve past usage. When a billing period has ended, users can still retrieve usage data through GET /customers/{external_customer_id}/past_usage.
Users must specify external_subscription_id and can filter results by billable_metric_code. They can also select the number of past periods for which they wish to retrieve usage data.
LATEST aggregation
latest_agg allows users to compute usage based on the last value received during the period for a billable metric.
Consider the following example for the storage metric, where usage is aggregated based on the property gb:
- The first event includes 5 GB
- The second event includes 7 GB
- The third event includes 6 GB
With latest_agg, at the end of the billing period, the total number of units used to calculate the fee will be 6, as it’s the last value received.
WEIGHTED SUM aggregation
weighted_sum_agg allows users to compute usage based on a custom property and the time elapsed between two events (e.g. memory consumption measured in GB-seconds).
Billable metrics based on this aggregation type can be metered or recurring, and are always billed at the end of the billing period.
Subscription end date
When a subscription end date is set, the subscription is automatically terminated by Lago.
A notification is sent to the user 45 days and 15 days before the subscription is terminated (see subscription.termination_alert webhook).
If no end date is set for a subscription, it will renew automatically.
Duplicate plans
Users can duplicate an existing plan from the user interface to create a new plan with the same structure. They can then choose a name and a code for their new plan, and modify the parameters that differ from the original plan (e.g. interval, currency, charges, etc.).
Edit dimensions
When dimensions are defined for a billable metric, users can add/remove groups by modifying the corresponding code snippet via the user interface, or by updating the billable metric object via API.
Changes to dimensions may affect all plans where the billable metric is listed as a charge.
Default price for groups
For billable metrics that include several groups, when configuring their plans, users can set a default price that applies to all groups.
The default price can be overwritten by setting a different price for a specific group.
If the default price is not defined, it is automatically set to zero.
Italian locale
Ciao a tutti! The Italian locale is now available on Lago.
Users can select it as their organization’s default language or as a customer’s preferred language.
Minimum / Maximum per transaction ✨
The percentage pricing model includes a new option for defining minimum and maximum prices per transaction.
When applied, Lago adjusts the fees based on the per_transaction_min_amount and per_transaction_max_amount parameters.
Webhook for subscriptions started
We have added a new webhook message for subscriptions.
When the status of a subscription switches to active, Lago automatically sends a subscription.started message.
Graduated percentage pricing
We have added a new graduated pricing model, which allows users to define prices based on a percentage of the number of units, and to add a flat fee for each tier (optional).
Quarterly billing interval
In addition to the weekly, monthly and yearly intervals, Lago v0.44.1-beta includes the new quarterly interval.
When selected, all fees (i.e. subscription fee and charges) are billed every three months.
Webhook signatures
When creating a webhook endpoint through the user interface or the API, you can choose between:
- The original
JWTsignature - The new
HMACsignature, which includes a shorter header
Please refer to the guide to find out how to verify the webhook signatures.
Taxes applied to add-ons
Tax objects can now be used to define the default tax rate(s) associated with an add-on.
When creating a one-off invoice, if there is no tax rate associated with the add-on, Lago will automatically select the tax rate defined at customer or organization level.
The tax rate applied to the add-on can be modified at any time through the user interface or the API.
Net payment term
The net payment term determines the number of days given to the customer to pay their invoice. It is calculated based on the date the invoice is finalized and displayed on the PDF file.
When the net payment term is defined at the organization level, it applies to all customers by default. However, it can be overridden by the net payment term defined at the customer level.
Taxes defined at plan and charge level
In addition to the taxes defined at organization and customer level, users can select tax objects at plan and charge level.
For subscription invoices, the tax hierarchy is as follows:
- Taxes defined at organization level will apply to all fees (i.e. subscription and charges)
- Taxes defined at customer level will take precedence over taxes defined at organization level and will apply to all fees (i.e. subscription and charges)
- Taxes defined at plan level will take precedence over taxes defined at customer level and will apply to all fees (i.e. subscription and charges)
- Taxes defined at charge level will take precedence over taxes defined at plan level but will only apply to the fee associated with the corresponding charge
Filter subscriptions by status
We have added a new query parameter to the endpoint that allows users to retrieve subscriptions.
By default, GET /api/v1/subscriptions/ returns all active subscriptions. However, you can also retrieve pending, canceled and terminated subscriptions by using the status parameter.
SEPA Direct Debit with Stripe
Our native integration with Stripe now supports SEPA Direct Debit payments.
When Stripe is defined as the default payment provider for a customer, you can select the authorised payment method(s): card, direct debit or both.
Before initiating a payment intent, Lago will automatically check the customer’s default payment method registered in Stripe.
Kindly note, SEPA Direct Debit is only available for invoices denominated in euros (EUR).
Recurring and prorated charges
When a billable metric is defined as recurring, the number of billing units at the end of the billing period is carried over to the next period. It is not reset to zero, as with metered metrics.
Users can create recurring metrics based on sum_agg and count_unique_agg. They can also define whether the corresponding charges should be prorated (this option is only available for the standard and volume pricing models).
recurring_count_agg have been automatically converted into count_unique_agg metrics with the attribute "recurring": true.Cancel pending subscriptions
When a subscription is created with a subscription date in the future, its status is automatically set to pending.
You can now cancel a pending subscription through the Lago API, using the following endpoint:
DELETE /api/v1/subscriptions/{external_id}?status=pending
Multiple webhook endpoints
Webhook messages can be used to collect billing information and set up custom workflows. They are related to subscriptions, events, fees, invoices, payment providers and credit notes.
You can now create up to five webhook endpoints to listen to Lago events.
Custom tax objects
In the settings of their account, users can define the default tax rate that applies by default to all customers of their organization. This tax rate can then be overwritten at the customer level.
Whether set at the organization level or the customer level, so far the tax rate used to calculate fees was simply indicated as “Tax” on invoices.
To give users more flexibility, we’ve added the option to create several tax objects, which can then be assigned to the organization or specific customers (e.g. state sales tax, VAT, reverse charge, GST, etc.).
Stripe checkout URL
When a new customer is successfully created through Lago’s native integration with Stripe, the billing system sends a customer.checkout_url_generated webhook message.
You can redirect your customer to the corresponding page to register their payment method, which will then be used to collect payment when a new invoice is issued.
Tax identification number
The customer object and organization object include a new tax_identification_number attribute. When a value is available for this attribute, it is automatically displayed on the PDF version of the next invoices.
Integration with GoCardless
Lago now offers native integration with GoCardless, including (but not limited to):
- Ability to define GoCardless as the default payment provider for a customer
- Ability to automatically create Lago customers in GoCardless and retrieve their customer ID
- Ability to automatically collect payments via direct debit
- Ability to automatically update the status of an invoice depending on the payment status
- Ability to automatically resubmit failed payments with GoCardless Success+
To learn more about this integration, please consult our guide
Minimum spend on charges ✨
You can now define minimum spending requirements for usage-based charges.
The minimum spend is defined as an amount excluding tax. If at the end of the billing period, your customer has spent less than the minimum, then Lago will automatically generate a true-up fee to compensate for the difference.
Minimum spending requirements are defined when creating or editing plans, either through the user interface or the API.
Coupons limited to specific metrics
We have added a new option to the coupon settings: it is now possible to limit the application scope of a coupon to specific billable metrics.
By default, coupons apply to all charges but when creating a new coupon, you can define the list of billable metrics to which the coupon applies.
This feature is related to the billable_metric_codes attribute of the coupon object (see API documentation).
Please refer to the guide for more information on coupons.
Reset password
You can now reset your password via the user interface.
On the login page, click “Forgotten password” to access the dedicated page where you can request a link to reset your password.
Automatic emails ✨
We are introducing a new built-in invoicing feature, which allows you to automatically send invoices and credit notes from Lago to your customers.
The email template can be customized with the name, email address and logo of your organization, and will be sent in the customer’s preferred language (or the default language defined in the settings of your account).
For cloud users, Lago takes care of the SMTP setup. For users on the self-hosted version, the setup is described in the public documentation.
Customer billing portal ✨
We have released the first version of our billing portal, which allows your customers to access their invoices.
You can generate access links through the user interface or embed the customer portal into your application using our API and an iframe.
Invoice metadata
After an invoice has been generated, you can add metadata to store additional information (e.g. custom ID, payment reference, etc.). This information will be included in the invoice object but will not be displayed on the PDF invoice.
Invoice metadata can be managed via the user interface or the API.
Customer metadata
When creating or editing a customer, you can add metadata to store additional information (e.g. customer type, name of the account manager, etc.).
Customer metadata can be displayed on invoices, and can be managed via the user interface or the API.
Webhook logs
The new webhook management system allows you to access the list of webhook messages sent by Lago and check their status. You can re-trigger a message that has failed through the user interface.
To access the webhook logs:
- Go to the Developers section via the sidebar
- Open the Webhooks tab
- Click on the webhook endpoint to see the list of messages
Document translation
PDF files including invoices and credit notes can be generated in different languages.
The default language that is set at the organization level can be overwritten by the customer’s preferred language.
In the API, the document_locale attribute determines the language of the documents.
You can contribute to Lago’s open-source project by helping us translate documents. The new language will then be added to the list of supported locales and available to the entire Lago Community.
Update payment status
You can now update the payment status of an invoice through the user interface.
To do so:
- Access the Invoices section
- Find the relevant invoice
- Click the ellipsis icon on the right
- Click Update payment status
- Select the new payment status
- Click Update status to confirm
This action can be performed via the API as well.
Coupons limited to specific plans
We have added a new option to the coupon settings: it is now possible to limit the application scope of a coupon to specific plans.
By default, coupons apply to all plans but when creating a new coupon, you can define the list of plans to which the coupon applies.
This feature is related to the plan_codes attribute of the coupon object (see API documentation).
Please refer to the guide for more information on coupons.
Coupons that apply forever
When creating a coupon, through the user interface or the API, it is now possible to select the forever frequency.
Coupons with the forever frequency apply to all subscription invoices, regardless of the number of subscription invoices generated in a given period.
Search bar
Tired of scrolling through an endless list to find the customer your are looking for? We understand that.
We have added a search functionality to the user interface to make it easier to find metrics, plans, customers, invoices, etc.
Payment retries
We have added the ability to resend payments for collection.
This new feature is available to all users:
- Through the user interface (learn more)
- Through the API (learn more)
Grace period ✨
If at the end of the billing period, you want to review the invoices before sending them to customers for payment, you can define a grace period.
During the grace period, invoices are in draft status and can be modified. Available actions include:
- Adding usage records by sending events with a
timestampwithin the relevant billing period - Applying coupons to the customer’s account
- Adding credits to the customer’s wallet and credit note wallet
When the grace period expires, invoices are automatically finalized (they can no longer be edited), which triggers the invoice.created webhook. You can also finalize invoices manually.
The organization’s grace period applies to all customers by default, but it can be overwritten by the customer’s grace period.
Invoice list
We have added a new Invoices section, which allows you to access the list of invoices.
Invoices are filtered according to their status (i.e. draft or finalized) and according to their payment status (i.e. succeeded, pending or failed).
The same filters can be applied when retrieving invoices via the API.
Credit notes ✨
You can now use your Lago account to issue credit notes for subscription invoices and add-ons.
Depending on the payment status of the invoice, you will be able to:
- Refund the customer (only for paid invoices)
- Credit back the customer’s account
Please refer to the documentation for more information on credit notes and credit methods.
Timezones ✨
You can now set the timezone of your organization in the settings of the app. To do so:
- Access the Settings section via the side menu
- In the Organization tab, you will see the current timezone (UTC by default)
- Click Edit
- Select a new timezone from the list
- Click Save timezone to confirm
It can also be set through the API using this endpoint.
The organization’s timezone applies to all customers by default and determines when billing periods start and end (i.e. when invoices should be generated). It is also the reference timezone for most views and lists in the app.
The organization’s timezone can be overwritten by the customer’s timezone (learn more).
Lago Open API
We have developed an Open API to help you get started with Lago and make it easier to test our solution.
Please refer to the documentation to learn how to import the Lago Open API into Postman and create a new collection.
Our public repository is also available on GitHub.
Apply several coupons
You can now apply several coupons to a customer account.
When several coupons are applied to a customer, they will be deducted according to the date on which they were applied: the coupon that was applied first will be deducted first.
The remaining value / number of remaining periods for each coupon will be visible in the Overview tab of the customer view.
You can also use GET /api/v1/applied_coupons to retrieve all coupons applied to a customer.
Invoice details
To review the invoice details through the user interface:
- Go to the Customers section
- Select a customer to open the customer view
- Open the Invoices tab
- Click the invoice to see its details
On the details page, you can download the invoice in PDF format and copy the invoice ID through the Actions dropdown in the upper right corner.
Integration with GoCardless
Lago now offers native integration with GoCardless, including (but not limited to):
- Ability to define GoCardless as the default payment provider for a customer
- Ability to automatically create Lago customers in GoCardless and retrieve their customer ID
- Ability to automatically collect payments via direct debit
- Ability to automatically update the status of an invoice depending on the payment status
- Ability to automatically resubmit failed payments with GoCardless Success+
To learn more about this integration, please consult our guide.
Subscription date
It is now possible to set a start date in the past or in the future for a new subscription.
Setting a start date in the past can be useful when migrating existing customers to Lago, while setting a start date in the future can be useful for scheduling upcoming subscriptions.
For more information about the impact of the start date on the invoicing process, please refer to the documentation.
Dimensions for grouping events
When creating a new billable metric, you can define dimensions that will be used to group events according to their properties.
For example, if you want to charge your customers for compute capacity according to the cloud provider and server region, you can create a compute billable metric with two dimensions (learn more).
Changes to the API include:
- Ability to add a
groupparameter with one or two dimensions when creating or updating billable metrics - Ability to add a
group_propertiesparameter when creating or updating a plan - Ability to retrieve customer usage by group
- New
lago_group_idfor fees (see invoice object)
Enhanced coupon model
We have improved the coupon model to offer more flexibility.
Changes include (but are not limited to):
- Ability to define the value of a coupon as a fixed amount or percentage
- Ability to create recurring coupons that apply over several billing periods
- Ability to set an expiration date (i.e. date after which the coupon can no longer be redeemed)
Customer currency
It is now possible to define the currency at customer level.
The currency associated with each customer was previously defined by the currency of the plan assigned to the customer. This logic prevented users from assigning a coupon or an add-on to a customer before creating a subscription.
When creating a new customer via the user interface or the API, you can now select the currency associated with the customer. If the currency is not defined at customer level, it will be determined by the first object assigned to the customer (i.e. currency of the plan, add-on, coupon, or wallet).
Error management
We have refactored the error management system to give more visibility to API users.
The message attribute for errors has been replaced with code and error_details, which provide more information about the errors. There are several codes associated with each error.
For example, when creating a new billable metric, the API may return "error": "Unprocessable entity" with the code value_is_mandatory for the name field (i.e. the name of the billable metric is missing).
Please refer to the documentation available for each endpoint for more information on error codes.
Invite members
You can now invite your teammates to join your Lago account.
To add a new member via the user interface:
- Go to the Settings section of the app
- Open the Members tab
- Click Invite a member on the right
- Enter the email address of your teammate
- Click Generate invitation link to confirm
- Copy the invitation link to share it with your teammate
Invitation links have no expiration date. When your teammate clicks the link, they can choose their password and then access the account.
You can remove a member by clicking the bin icon on the right of the list of members.
Overwrite plans
If after a negotiation phase, you need to create a custom plan for an important customer, you can use the ‘overwrite’ feature, available through the user interface.
This feature allows you to create a new plan from an existing one, in order to adjust the plan model and charges according to your business needs.
Overwriting a plan has no impact on the original plan or existing subscriptions.
Recurring count
Companies with fair and transparent pricing models are often praised by customers. If you are considering implementing seat-based pricing for instance, the reccuring_count aggregation is exactly what you need.
This new aggregation type allows you to push events for persistent units.
Consider the following example:
Your customer is on a monthly plan and adds a new user to their account on September 15th, so you generate an event that corresponds to one billing unit.
At the end of September, Lago will automatically create a prorated charge for this user, based on the number of days of activity (i.e. from September 15th to September 30th).
This billing unit will remain valid until you generate another event to remove it. For instance, if your customer deletes the user on October 22nd, Lago will create another prorated charge for the period October 1st to October 22nd.
Consult our guide to learn more about persistent units.
External IDs
We are introducing changes to the API that will make it easier to manage subscriptions:
- For the creation of new subscriptions,
subscription_idandunique_idwill be removed and replaced withexternal_id(required) - For all other endpoints,
subscription_idwill be replaced withexternal_subscription_id
This will allow you to operate via the API using your own identifiers and save you the trouble for storing our IDs.
In addition to this, for consistency purposes:
- For the creation of new customers,
customer_idwill be replaced withexternal_id - For all other endpoints,
customer_id will be replaced withexternal_customer_id`
These changes will come into effect on September 8, 2022.
Please get in touch with our team if you have any questions.
Volume charge model
The new volume charge model allows you to create a tiered pricing structure and then calculate a unit price that applies to all units depending on total volume.
It is similar to the graduated charge model, except that only one price tier applies at the end of the billing period.
Please refer to the guide and API documentation for more information.
Anniversary dates for subscriptions
When assigning a plan to a customer, you can now choose whether the subscription should be renewed at the beginning of the period or on its anniversary date.
For instance, if a monthly plan is assigned to a customer on August 10th and you choose to align the billing cycle with the anniversary date of the subscription, the customer will be billed every 10th of the month.
With the API, you can use the billing_time attribute to choose your preferred option. If not provided, Lago will base the subscription on calendar periods.
Free units for the percentage charge model
We have released an enhanced version of the percentage charge model, including:
- Ability to define free units based on the number of events (e.g. first 3 events are free)
- Ability to define free units based on the total amount (e.g. first $500 are free)
Please refer to the documentation for more information.
Multiple plans
It is now possible to assign multiple plans to a customer (e.g. if your customer needs to create several workspaces on your platform, you can link a plan to each workspace).
To help differentiate each plan, you can add display names that will appear in the user interface and on invoices.
Kindly note that:
- All plans must be denominated in the same currency
- You must now specify the
subscription_idfor each event or create batch events
Click here to see the documentation
Tracking & Analytics
To help us better understand your needs, we have added a tracking module to the self-hosted version of Lago.
Data analytics will help us improve the quality of our product and performance of the API.
As the privacy of our users is of paramount importance, we will not collect any personal information about your customers or the amount of your invoices, and you can opt out at any time.
Go client
We have added a new API client to make it easier for Go users to set up their billing system with Lago.
App version
It is now possible to check the version of the Lago application you are using.
Click on of your organization's name in the top-left corner of the user interface to see the app version currently in use.
Current usage
Good news for those who follow closely the consumption of their customers. You can now track the current billing usage of your customers either from the UI or from the API.
To access this Usage tab:
- Access your list of customers
- Select a specific customer that is already linked to a subscription
- Access the usage tab
- Get a complete view of usage-based consumption that is going to be billed on the next invoice
On top of that, you can fetch the current usage of a customer directly from the API. To do so, you can access the following endpoint GET /api/v1/customers/:customer_id/current_usage
PDF invoices
Lago will generate a PDF file for each new invoice.
You can download invoices via the user interface or the API and can also modify some of the elements included in the invoice template.
Full documentation available here.
New API endpoints
We like our users when they use our nice and clean UI, but we also love when they use our API. One of the usecase could be to use Lago as a white-labeled solution.
Here is the full list of endpoints we have just released:
Billable metrics
- Create a billable metric
POST /api/v1/billable_metrics - Update a billable metric
PUT /api/v1/billable_metrics/:code - Destroy a billable metric
DELETE /api/v1/billable_metrics/:code - Fetch a specific billable metric
GET /api/v1/billable_metrics/:code - Fetch all billable metrics
GET /api/v1/billable_metrics?per_page=2&page=1
Plans
- Create a plan
POST /api/v1/plans - Update a plan
PUT /api/v1/plans/:code - Destroy a plan
DELETE /api/v1/plans/:code - Fetch a specific plan
GET /api/v1/plans/:code - Fetch all plans
GET /api/v1/plans?per_page=2&page=1
Coupons
- Create a coupon
POST /api/v1/coupons - Update a coupon
PUT /api/v1/coupons/:code - Destroy a coupon
DELETE /api/v1/coupons/:code - Fetch a specific coupon
GET /api/v1/coupons/:code - Fetch all coupons
GET /api/v1/coupons?per_page=2&page=1
Add-ons
- Create a add_on
POST /api/v1/add_ons - Update a add_on
PUT /api/v1/add_ons/:code - Destroy a add_on
DELETE /api/v1/add_ons/:code - Fetch a specific add_on
GET /api/v1/add_ons/:code - Fetch all add_ons
GET /api/v1/add_ons?per_page=2&page=1
Current usage
- Get the current usage of a specific customer
GET /api/v1/customers/:customer_id/current_usage
Organization
- Update the information of your organization
PUT /api/v1/organizations
Integration with Stripe Payments
Lago now offers native integration with Stripe, including (but not limited to):
- Ability to create Lago customers in Stripe automatically and retrieve their customer ID
- Ability to define Stripe as the default payment provider for a customer
- Ability to generate payment intents automatically
- Ability to update the status of an invoice depending on the payment status
- Ability to receive a webhook when a payment fails
To learn more about this integration, please consult our guide.
Weekly plan interval
When setting up a plan, you can select the weekly interval to define a weekly billing period.
The plan interval applies to the subscription and charges, which means that:
- For plans that must be paid in advance, the subscription fee is invoiced at the beginning of the week
- For plans that are paid in arrears, the subscription fee is invoiced at the end of the week
- Usage is calculated at the end of each week
The week starts on Monday and ends on Sunday. If the customer’s subscription starts in the middle of the week, the fees will be applied on a pro-rata basis.
Invoice monthly charges for a plan paid yearly
Before the release of this feature, usaged-based features (charges) were following the plan period. If the plan period was invoiced yearly, the charges were invoiced yearly.
It’s now possible to invoice billable metrics on a montly basis for a plan billed yearly. The base amount of the plan will be invoice yearly (in-arrears or in-advance), but your usage based features will be invoiced on a monthly basis.
To do so:
- Access a Plan
- Define a plan yearly
- Price additional charges from your billable metrics
- Turn
onthe toggle for applying charges monthly
By switching on, all the charges will be invoiced monthly even if the plan is yearly.
Events list
You are now able to view all the ingested events sent from your application to Lago. We called this feature Events list because it makes the event ingestion easier and more understandable.
- Access the
Developersidebar item - Click the
Eventstab - Take a look at the latest events ingested
This events list is also helpul to warn you for 2 specific cases:
- Warning 1 - The event code is not related to an existing billable metric
- Warning 2 - The property sent does not match the aggregation property defined in your billable metric
Add-ons
Add-ons are now available on Lago. Create add-ons to apply one-time fees (e.g. setup fee, one-time purchase, etc.) and generate the corresponding invoices instantly.
Full documentation available here.
Pay-as-you-go template
We’ve added a new template to our collection: click here to learn how to replicate Algolia’s pay-as-you-go pricing.
It’s a great starting point for companies whose pricing fully depends on usage, such as cloud service providers and API companies.
With Lago, you can adapt this template to your products and services, using some of our most popular features, including the ‘sum’ aggregation type and the package charge model.
Coupons
Introducing coupons, a new feature that allows you to offer discounts to your customers.
Full documentation available here.
Subscription changes
You can now modify the subscription assigned to a customer through the user interface.
To learn how to upgrade or downgrade a subscription and how it affects billing, please refer to the documentation.
Package pricing for charges
It is now possible to apply a package pricing model to a charge. To do so:
- Select an existing plan (or create a new one)
- Add a charge
- Select the package pricing model
This new pricing model allows you to apply a flat fee to a range of units. The price will be fixed for the entire range, regardless of the number of units consumed by the customer during the billing period.
Percentage charge model
Inside the plan, when creating a charge, you can now select the percentage charge model.
This feature is useful for industries willing to take a % + fixed fee out of a usage-based features (for banking or charity industry, for instance). These fees are applied on the units to be charged (e.g. the aggregation result of your billable metric).