Field notes
Field notes
Practical notes on subscription billing, renewals, and the documents that keep charges honest.
Short articles for finance and billing teams who wrestle with recurring invoices — written from the reviewer’s side of the workpapers.
Where proration quietly invents revenue
Mid-cycle upgrades look simple until the day-count method in the contract disagrees with the billing calendar.
Renewal notices and the anniversary invoice
A CPI step-up without evidence of prior notice is not just a customer complaint — it is a billing control failure.
Building a discrepancy register your auditor will reuse
Severity, source citation, and a remediation owner turn a pile of exceptions into something controllers can action.
Credit notes that never found their subscriber
Unapplied credits inflate aged receivables stories and hide overbilling that was already acknowledged.