Financials

How to set up QuickBook OAuth for Natero?
Benefit OAuth is a protocol that allows Natero to access resources of your QuickBook website without having to expose your user credentials. Instead of s...
Mon, 14 Oct, 2019 at 12:40 PM
How to model subscription discounts or coupons?
To represent subscription discounts or coupons, we recommend adding them as negative line-items using the Account API.   Alternately, if you have a se...
Mon, 14 Oct, 2019 at 12:40 PM
Setting Account Renewal Dates
Account renewal dates are generally associated with the subscription(s) an account has. For monthly customers, they might not have a renewal date and thus m...
Mon, 14 Oct, 2019 at 12:40 PM
Mapping Invoices and Subscriptions to Natero
In this article: Invoices vs. Subscriptions Mapping Transactional Revenue Subscription Data via Account API Handling of Currencies In...
Fri, 4 Oct, 2019 at 7:21 PM
How account MRR is calculated in Natero?
For each account we process the subscription data to create an MRR history for that account. The history is on a per subscription, per account basis. For ea...
Mon, 14 Oct, 2019 at 12:40 PM
Financial Systems
Third-party billing/financial systems require the following credentials to integrate with Natero. If you do not use one of these applications, please refer ...
Wed, 6 Nov, 2019 at 4:57 AM
How to represent subscription add-ons?
The best way to add subscription add-ons for an account is to create them as separate line items on an invoice through the Account API. Natero currently i...
Mon, 14 Oct, 2019 at 12:40 PM