Platform Settings & Feature Flags

Platform Settings is where you configure the rules your billing runs by — invoice and proposal numbering, when invoices get generated, payment redirect pages, and what happens to a customer's wallet and usage tracking when their subscription is suspended.

What this does for you

Instead of these behaviors being fixed, you set them once and every invoice, proposal, and suspension going forward follows your rules. Feature flags are a separate, internal mechanism controlling which sections of the app are switched on for your organization — there's currently no in-app screen for viewing or changing these yourself.

Who can use it

The Platform Settings page is itself behind a feature flag (on by default). Viewing requires platformSettings.view; editing any section requires platformSettings.edit. If you can see the page but can't edit a section, it shows a lock with a tooltip explaining why.

Where to find it

Go to Settings → Platform Settings — a two-column layout with a left-hand nav grouped into three categories (Billing & Invoicing, Proposals & Customers, Payments & Subscriptions) and a panel on the right for the selected section.

How to use it

Click a section, then Edit to unlock its fields — every other section stays locked while you do. Save only activates once you've changed something; Cancel discards your edits. Each section saves independently.

Invoice settings

• Invoice prefix — shown before every invoice number, with a live preview.
• Start number — where your first invoice begins.
• Generate on — Payment or Proposal: whether an invoice is created on payment receipt or on proposal acceptance.
• Due after / Overdue after — days until due, and days past due before flagged overdue.

Billing settings

• Wallet on and Invoice on are locked system settings — wallet top-ups and invoicing always follow the subscription cycle.
• On upsell — the only editable field: Raise invoice or charge on next cycle as overage.

Proposal settings

• Proposal prefix (with live preview) and Start number.
• Auto-archive after acceptance — toggle; accepted proposals move to Archived automatically when on.

Customer settings

• Customer prefix only — there's no separate start-number field; numbering always starts at 001.

Payment settings

• Success URL and Failure URL — redirect pages after payment.

Subscription management

• Charge from — Suspension date, Unsuspension date, or Next billing cycle.
• Stop consumption while suspended, Freeze wallet while suspended, Reset wallet on unsuspension — toggles controlling usage and wallet behavior during suspension.

Feature flags

Not yet available as a self-service screen — flags are delivered to your account behind the scenes (defaulting to enabled if not yet loaded). Contact support if you believe a section should be enabled or disabled for your organization.

Tips / things to know

• Once at least one invoice or proposal exists, you can no longer change the corresponding Start Number — attempting to shows "Cannot update ... as invoices or proposals already exist. Please contact support to edit it," and reverts to the last saved value.
• Prefix/start-number changes only affect future documents; existing invoices and proposals keep their original numbers.
• Wallet on / Invoice on look editable but are permanently locked to the subscription cycle.
• Changes save per-section — if you edit two sections, save each one separately.
• "Billing settings" here (the On upsell charge rule) is different from Billing Logic under Configure billing, the visual billing flow editor — don't confuse the two.
• There's no visible history of who changed a Platform Setting or when.
• There's no self-service way to see or change feature flags for your account — that requires contacting support.