IMPLEMENTATION
What to expect
Welcome to Measure, one system that turns contracts into invoices, revenue recognition, and commissions without the duct tape.
Welcome to Measure, one system that turns contracts into invoices, revenue recognition, and commissions without the duct tape.
Measure organizes billing and revenue into a small set of core building blocks. These objects work together to automate the flow from contract to invoice. This is the terminology we use in Measure.
Customers represent the entity you bill. Together, we will outline how customers are created and identified, configure parent-child billing relationships (if applicable), and establish the source of truth for customer data.
Products define what you sell, and pricing determines how you charge for it. We will set up existing products and pricing (e.g. recurring fees, credit-based pricing, tiered pricing), align pricing structure with downstream accounting requirements, and configure usage-based billing (if applicable.
Subscriptions represent an ongoing service provided to a customer. Contracts automatically generate subscriptions once signed to drive billing. We’ll walk through contract and subscription creation, configure existing subscriptions, and complete a one-time import of historical subscriptions (if needed).
Usage-based billing captures what a customer actually consumes. If applicable, we’ll define billable items and metrics, determine whether usage is recorded per event or accumulated over time, configure usage-based pricing, and review usage tracking via API integration.
Invoices represent the charges for a customer, and are generated based on subscription terms, usage, proration, and/or credits. Payments are processed through integrated providers. We’ll review invoice delivery workflows and configure accounting integrations to track invoices and payments (if applicable).
When the buyer signs:
Most implementations take 2-3 weeks. Depending on pricing complexity, integrations, and data volume, your timeline may be shorter or longer.
Your call, but we usually recommend getting new business working first, then migrating existing billing. It's a cleaner path and gets you live faster.
If you're on Stripe today, let our implementation team know. We can pull directly from Stripe to mirror your exact setup.
If you're on something else, our team will review the data with you and help you get it in.
For customers: Organization name and email address at minimum. Customer IDs, contact names, and addresses (for tax calculation) are helpful if you have them.
For products: The products you offer, the price and frequency you charge, and how line items should appear on invoices.
For subscriptions: The customer, their start date (and billing anchor date if different), and the products each customer has purchased.
If this feels like a lot, don't worry. Send us an export of what you have, and we'll let you know if anything's missing.
No problem. During implementation, we'll set up your products and pricing to reflect your pricebook today. When you're ready to explore usage-based billing, our team will work with you to figure out how to track usage and what the engineering lift looks like, if any.
No. Customer communications are off by default. No one gets notified about contracts or invoices until you choose to send them.
Before we wrap up implementation, we'll configure the communications you want going forward: automatic invoice emails, reminder campaigns, renewal notifications, whatever fits your workflow.
We include default templates you can start with. If you have specific terms or formatting requirements, send us your template and we'll upload it.
No. Nothing syncs until we configure it together. There's no risk in connecting these early in the implementation process. We'll walk through the mapping together and let you know when the sync is live.
Keep an eye out on your email. Our team will be reaching out to schedule your implementation.