What these guides are
Each guide here is a task-oriented walkthrough: do this, then this, then verify. They complement the concept docs (which explain what a feature is) and the API reference (which documents every endpoint) — a setup guide is the fastest path from “off” to “working”. Every guide follows the same shape: Overview → numbered Steps → Verify → Next steps, and shows both the dashboard path and the API where relevant.Core billing & monetization
Prepaid wallets
Prepaid credit that drains before any card, with auto-recharge.
Usage alerts
Notify on metered-usage thresholds, once per period.
Coupons & discounts
Percentage or fixed-amount promos, one-time or recurring.
Credit notes & refunds
Cash refunds or spendable account credit.
Quotes
Draft, send, accept, and convert a quote.
Minimum commitments
A per-period revenue floor with automatic true-up.
Payments & recovery
Payment gateways (BYO)
Connect your own Stripe or Razorpay account for autopay.
ACH bank debits (US)
Low-fee US bank debits with instant verification and automatic return handling.
Dunning
Recover failed payments with smart retries + campaigns.
Growth & retention
Gifts & referrals
Gift subscriptions and reward referrals with credit.
Cancel flows & save offers
Intercept cancellations with reasons and save offers.
Churn monitoring
Surface at-risk customers before they leave.
Compliance
EU e-invoicing
EN 16931 / UBL 2.1 generation, per tenant.
US customer exemptions
Resale/government exemptions, passed to your provider.
US registrations & liability
Registrations, gap flags, and the liability report.
India e-invoicing (IRP)
Auto-submit B2B invoices for a signed IRN + QR.
UPI AutoPay mandates
RBI-compliant recurring auto-debit in India.
Finance
Revenue recognition
Recognize revenue over the service period under ASC 606.
Month-end close
One-call close pack: trial balance, reconciliation, verdict.
Platform
Webhooks
Receive real-time billing events, verified and retried.
SSO (SAML)
Sign your team in through Okta, Azure AD, or any IdP.
Accounting sync
Push invoices/payments to QuickBooks, Xero, or Tally.
API keys
Create, rotate, and revoke server-to-server keys.
Notifications
Configure the transactional emails Recurso sends.
Organizations
Group customers under a parent for consolidated billing.
Virtual accounts
Dedicated bank references for auto-reconciled transfers.
Customer portal
Self-service card, plan, and invoice management.