Billing

Billing Periods

How recurring billing cycles work in Gilbert

Billing periods define when customers are charged. Understanding how they work helps you manage subscriptions effectively and answer customer billing questions.

What is a Billing Period?

A billing period is the time span covered by a single invoice. At the end of each billing period:

  1. Gilbert calculates what's owed
  2. Creates an invoice for that period
  3. Starts the next billing period

Billing Intervals

Billing intervals are set per price and can be customized to fit your business needs. While common intervals include daily, weekly, monthly, and yearly, Gilbert supports any combination of count and unit.

IntervalPeriod LengthExample
Daily1 dayJan 1 → Jan 2
Weekly7 daysJan 1 → Jan 8
Monthly~30 daysJan 1 → Feb 1
Yearly~365 daysJan 1 → Jan 1 (next year)

You can also create custom intervals like 2 months, 3 weeks, or 6 days by configuring the interval count on your price.

The Billing Anchor

The billing anchor is the reference date that determines when billing periods start and end. By default, the billing anchor is the subscription start date.

If you start a monthly subscription on January 15, billing dates will be the 15th of each month: January 15 → February 15 → March 15 → April 15.

Month-End Handling

When the billing anchor is on a date that doesn't exist in all months, Gilbert uses the last valid day of the target month. This can cause the anchor to drift over time.

For example, if a subscription starts on January 31:

PeriodStartEndNotes
1Jan 31Feb 28February doesn't have day 31
2Feb 28Mar 28Adding 1 month to Feb 28
3Mar 28Apr 28Anchor has drifted from original day 31

Once the anchor shifts to an earlier day, subsequent periods continue from that new anchor.

How Dates are Calculated

Monthly Billing

For monthly subscriptions, the charge is the same regardless of the actual number of days in the month. A February charge (28 days) is the same as a January charge (31 days).

Yearly Billing

For yearly subscriptions, the billing date advances by one year each period. Leap years are handled automatically—if a subscription starts on February 29, the next billing date will be February 28 in non-leap years.

What Happens on Renewal

When a billing period ends:

  1. Invoice Creation — Gilbert calculates the invoice, adds line items for all subscription items, and calculates taxes. The invoice is created in Draft status.
  2. Review & Issue — You review the draft and issue it when ready. Once issued, the customer is notified and a PDF is generated.
  3. Period Advancement — New billing period starts and the cycle continues.

Mid-Cycle Events

Several events can happen during a billing period, including plan changes, quantity adjustments, pausing, and cancellation. These can be applied immediately (with proration) or scheduled for the end of the period.

See Subscriptions for details on managing these changes.

Trial Periods

Trials work alongside billing periods. If a 14-day trial starts on January 1, the trial ends on January 15, and the first billing period runs from January 15 to February 15.

During the trial:

  • Subscription is active
  • No invoices generated
  • After trial, regular billing begins

Understanding Your Invoice Dates

Invoice dates explained:

DateMeaning
Issue DateWhen the invoice was created
Due DateWhen payment is expected
Period StartFirst day covered by this invoice
Period EndLast day covered by this invoice

Common Questions