A

Account

A record that contains details about the customer such as name, address, email address, phone number, etc. Also referred to as a "customer account."

Addon

A product that that can be bundled with a base product. See Product Category.

API

The software intermediary that enables communication between two applications. For more information, see the Kill Bill API Reference.

Account Credit

The amount that your business owes to a customer. It is generated when an administrator adds a credit, a subscription is cancelled, etc. It is calculated as the sum of CBA_ADJ invoice items.

B

Base Product

A product that can have an addon product. See Product Category.

Billing in Advance

A type of billing mode in which you can charge for services that are provided at a later date.

Billing in Arrear

A type of billing mode in which you can charge for services that are delivered in a previous billing period.

Billing Mode

The method in which you invoice for a recurring subscription. "Billing in advance" and "billing in arrear" are two types of billing modes.

Billing Period

The frequency in which Kill Bill invoices the account for one or more subscriptions. (Examples: DAILY, WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY, BIANNUAL, ANNUAL, BIENNIAL, and NO_BILLING_PERIOD)

Bundle

A collection of subscriptions associated with a single service instance. For example, a customer might have a base subscription for her phone, plus an add-on subscription for international dialing. Because both subscriptions are associated with the same phone, they are collected into a single bundle. An account may have several bundles, each with one or more subscriptions. Also known as a "subscription bundle."

Bill Cycle Day

The day of the month the invoice is created for an account. Note that this is applicable only to monthly-based subscriptions (subscriptions that have a MONTHLY, QUARTERLY, ANNUAL, BIMESTRIAL, BIANNUAL, BIENNIAL billing period) as opposed to DAILY, WEEKLY, etc. subscriptions.

C

Catalog

A description of the products, plans, phases, price lists, and rules that are available to customers. A catalog lets Kill Bill know what is being offered for sale and how much to charge for it.

Child

An account that is associated with a parent account. Setting up a parent-child associations lets you define which entity is responsible for paying the invoice. See also Parent.

Credit Invoice

An invoice corresponding to a credit. It is is generated when an adminstrator adds an account credit. It consists of two invoice items: a negative CREDIT_ADJ item and a positive CBA_ADJ item. invoice item.

Customer

The person who purchases a product or service from your organization. See also Account.

D

Discount Phase

A type of phase that defines a lower price for a set time period (after which the regular price automatically takes effect). A discount phase is specified as part of a plan within the catalog.

Downgrade

The change of a subscription from one plan to another plan of lesser dollar value.

{A downgrade is a change order or amendment to an existing contract or subscription in which a customer chooses a lower service level. A downgrade can be a less expensive service offering, or a smaller quantity or users or usage levels. Depending on business rules, this change can result in a prorated credit of the original service or a penalty fee associated with the change.}

Duration

Defines the length of time for a phase. Kill Bill supports durations of days, months, years or unlimited.

E

Evergreen Phase

A type of phase in which no end date is specified and Kill Bill continually bills the account for the subscription until the customer cancels it. A evergreen phase is specified as part of a plan within the catalog.

External Key

An alternative unique ID for an object, which you can use to map the object with an external resource. For example, you could define an external key for a specific customer account, which is the same as the identifier used in your CRM system.

Example:

CRM Name: Shirley Skinner

CRM ID: 4766gt53321

KILL BILL:

Kill Bill Name: Shirley Skinner

Kill Bill External Key: 4766gt53321

Kill Bill ID: 6d468048-a1dc-45ea-87b5-72cf9ec14771

F

Fixed Term

A type of phase that specifies an end date and during which Kill Bill continually bills the account for the subscription. A fixed term phase is specified as part of a plan within the catalog.

G

H

I

Invoice

An invoice is a bill provided to a customer for charges that are payable on the customer’s account. A single invoice consolidates charges for all subscriptions held by that customer for a specified time period. Invoices may be set to be paid automatically, or may be paid manually by the customer. An invoice consists of one or more invoice items.

Invoice Amount

The amount that a customer is charged as part of an invoice. Also known as "Invoice Total", "Total", "Charged Amount" or simply "Amount". At a high level, it is calculated by adding the amounts on all the chargeable invoice items associated with an invoice. See charged amount for more information.

Invoice Balance

The amount that the customer owes as part of an invoice. It is positive if the customer owes something or zero otherwise. At a high level, it is calculated by subtracting the paid amount from the invoice amount. See invoice balance for more information.

Invoice Item

Represents a single item charged on an invoice. Given an active subscription, one could see multiple items for that subscription on a single invoice, including recurring items, usage items, fixed price items, etc. There can also be items for different subscriptions on the same invoice, as well as items that are unrelated to subscriptions, such as adjustments and taxes.

Invoice Item Type

Specifies the type of invoice item which can be one of EXTERNAL_CHARGE, FIXED, RECURRING, REPAIR_ADJ, CBA_ADJ, ITEM_ADJ, USAGE, TAX, PARENT_SUMMARY. Refer to the Subscription Billing document for more information.

Invoice Original Amount Charged

The amount that the customer is charged as part of an invoice at the time of invoice creation. At a high level, it is calculated by adding the amounts on all the chargeable invoice items associated with an invoice at the time of invoice creation.

Invoice Payment

Payment made against a specific invoice. By default, Kill Bill attempts to make a payment against an invoice using the account’s default payment method.

Invoice Refund

Refund amount associated with an invoice payment. Kill Bill allows issuing a full or partial refund against an invoice payment.

Invoice Status

The current state of an invoice, which can be in a DRAFT, COMMITTED or VOID state.

J

K

Kaui

An acronym for Kill (Bill) Admin User Interface, this browser-based application lets back office staff (in Finance, Marketing, Development, etc.) perform Kill Bill-related tasks, such as creating customer accounts, subscriptions, adding plugins, and so forth.

Kill Bill Administrator (or Kill Bill Admin)

The person responsible for installing or configuring Kill Bill.

L

M

N

O

P

Parent

An account that contains one or more child accounts. Setting up a parent-child associations lets you define which entity is responsible for paying the invoice. See also Child.

Payment

A Payment in Kill Bill is an amount paid or payable on a specific account due to an invoice or independent of any invoice. A payment may be associated with a series of payment transactions.

Payment Attempt

A Payment Attempt is an attempt to perform a payment transaction. A payment attempt may succeed or fail, and a payment transaction may have more than one payment attempt.

Payment Method

A Kill Bill record that represents an abstraction corresponding to a payment scheme like a credit card, debit card, or PayPal. An account can have multiple payment methods corresponding to different payment gateways. For example, an account can have a credit card payment method as well as a PayPal payment method. Each account also has a default payment method associated with it. When the account needs to be charged for recurring payments, the system uses the default payment method.

Payment Transaction

A payment transaction represents a payment operation such as authorization, charge back, refund, etc. A payment transaction takes place using a payment method. The transaction is processed by a plugin, which provides access to the appropriate payment gateway. The payment gateway processes the transaction, using the payment method provided in the request.

Permissions

In Kill Bill, a defined action that can be performed in a system (for example, TAG_CAN_ADD OR ACCOUNT_CAN_CREATE). You can assign one or more permissions to a role, which can then be associated with a user. The user can only perform the permissions associated with that role.

For more information, see the Kill Bill list of user permissions.

Phase

The time periods within a plan. Kill Bill phases can be any of the following types: TRIAL, DISCOUNT, FIXEDTERM, or EVERGREEN. Note that a plan has at least one phase (i.e., a plan cannot be "empty" of phases.) A phase is also referred to as a "plan phase." See Plan below.

Plan

Details for the terms of the subscription contract. In particular, plans define how much a customer pays for a product and how often they pay it (Example: A Standard product at $100 per month). A plan consists of at least one phase and can have multiple phases (Example: A discount phase followed by a regular price phase).

Plugin

A piece of code written on top of the Kill Bill platform that interacts with the system. It can be called from the Kill Bill platform through plugin APIs or can make API calls to Kill Bill. It can also receive notifications from the Kill Bill platform. See Plugin Introduction.

Price List

One or more plans that have discount/special pricing. Price lists are defined in the catalog. Along with price lists, you define catalog rules that specify which price list to use if a customer changes plans.

Product

A product or service that the customer can purchase (or rent/lease). A product can be associated with multiple plans, each plan specifying different ways the product can be purchased (e.g., a monthly plan and an annual plan).

Product Category

A type of product. Possible values are ADDON, BASE, and STANDALONE.

Q

R

Rules

The rules that determine how Kill Bill should behave when a plan is created, cancelled or changed. Also known as "catalog rules."

S

Subscription

A contract between your organization and a customer to purchase a particular product/service with particular terms. Kill Bill associates a subscription with a plan, an account, and a start date.

Subscription Bundle

See [bundle].

Standalone Product

A product that cannot have any addon products. See Product Category. A subscription bundle can include multiple standalone subscriptions. This is as opposed to a subscription bundle with a base product which can have only one base subscription and zero or more addon subscriptions within the same bundle.

T

Tag

A property that can be added to objects (such as accounts, bundles or subscriptions). There are two kinds of Tags: system tags and user tags.

  • System tags can impact the behavior of the system. Examples include AUTO_PAY_OFF or AUTO_BILLING_OFF.

  • User Tags are informational only, and can be created through Kaui, the Kill Bill admin UI. User tags can be used to identify collections of accounts, subscriptions, or bundles so that they can easily be found or reported on later.

Tenant

The division or organization that is using Kill Bill as a group of users. Note that an organization can have more than one tenant, as Kill Bill supports multi-tenancy.

Trial Phase

A type of phase that defines a time period during which the account is not charged (or is heavily discounted). After the trial period, the regular price automatically takes effect. A trial phase is specified as part of a plan within the catalog.

U

Upgrade

The change of a subscription from one plan to another plan of higher dollar value.

User

A person who logs on to Kaui.

User Role

A group of permissions that specify which actions the user is allowed to perform in Kaui. A user can have multiple roles. A role can have multiple permissions.

V

W

X

XML

Acronym for eXtensible Markup Language, which is used to define the data within the Kill Bill catalog.

Y

Z