Billing preferences control the rules and settings that govern how your customers are charged — from billing frequency and calendar alignment to shipping fees, billing info verification, and payment authorization. Together, these tools give you the accuracy, flexibility, and transparency your billing process needs.

Available on all Recurly plans

1Definition 2Key details

Definition

Billing preferences are the settings that define how and when customers are charged — covering billing frequency, calendar alignment, shipping, billing info verification, and payment authorization. Configuring these correctly ensures your billing process runs accurately and transparently for both your business and your customers.

Key details

Subscription billing terms

Define clear, consistent billing terms for your subscriptions so customers understand the payment structure from the start.

Calendar billing

Align your billing cycles with calendar dates to simplify record-keeping and make financial tracking more predictable.

Shipping fees

Configure and update shipping fees based on product, location, or other criteria to keep billing accurate across all fulfillment scenarios.

Verify billing info

Verify that billing information is accurate and current before processing transactions to maintain payment integrity.

Authorization and capture

Use Recurly's auth and capture flow to authorize payment methods separately from capturing funds, giving you control over when charges are finalized.