Billing templates

Automate usage-based billing in Xero

Modern reads usage from your Google Sheet each month, applies the pricing tiers, minimums and overages for each customer, and drafts invoices in Xero with the breakdown attached.

  • Trigger2nd of the month
  • Steps5 steps, from trigger to sign-off
  • ControlBilling lead approves every usage invoice

Free to start. No card needed.

Google SheetsModernXero
2nd of the month

The instruction

“On the 2nd of each month, read usage for the previous month from the Usage tab in Google Sheets. Apply the price tiers, minimum commitments and overage rates for each customer from the Pricing tab. Flag any customer whose usage moved more than 50% from the month before. Draft invoices in Xero with a usage breakdown attached and ask the billing lead to approve them.”

Works with every major ERP

  • QuickBooks
  • NetSuite
  • Sage
  • MYOB
  • SAP
  • Microsoft Dynamics 365
  • Oracle
  • Workday
  • +100 more

How it runs

5 steps from trigger to sign-off

  1. 01

    Read usage

    Takes usage for the previous month from your Google Sheet, by customer.

  2. 02

    Apply pricing

    Applies tiers, minimum commitments, overages and credits for each customer.

  3. 03

    Check for outliers

    Flags customers whose usage moved sharply from the month before.

  4. 04

    Draft invoices

    Creates each invoice in Xero with a usage breakdown attached.

  5. 05

    Approve and send

    The billing lead approves the invoices, then Modern sends them to each customer.

FAQs

Bill customers for usage each month: FAQs

Can’t find what you’re looking for? Send us a message and a person on the team will answer.

Yes, if you give it access, or from an export your team already makes to Google Sheets or Excel.

Yes. Modern applies tiered and volume pricing, minimum commitments, overages and credits as you describe them in the instruction.

Yes. Modern can draft usage invoices in QuickBooks, NetSuite, Sage or Xero, or in Stripe if you bill through it.