Usage-based billing recipes/Included usage with overages

Build a model with included usage and overages that capture expansion revenue

Customers get a fixed allocation per term. When they exceed it, charges accrue automatically at the overage rate you agreed. Finance knows the predictable base. RevOps watches for expansion signals. Chargebee handles the math automatically. No manual reconciliation, no disputes, no revenue leaks.

Model
Included pool, metered overages
Complexity
Medium
Building blocks
3
Reference
Zapier
Zapier · Team plan pricingzapier.com/pricing  ·  Illustrative reference
Professional
$69/mo
Team
$2,199/mo
Enterprise
Custom
Capacity metric
Professional
Team
Enterprise
Tasks / year
100K
750K
Custom
Overage rate
Available
$0.02 / task
Custom
Billing cycle
Annual
Annual + monthly overage
Annual
Workflows paused at limit
Yes
No
Configurable
Source: zapier.com/pricing and zapier.com/pricing/rates  ·  Illustrative customer below is not a real Zapier account.
Zapier Team at 750,000 tasks/year is our working reference throughout this recipe: $26,388/yr flat, plus $0.02/task on every task above the pool. The customer and figures below are illustrative and do not represent a real Zapier account.
The model

Predictable base for the customer. Automatic upside capture for you.

Your customer buys a fixed pool of usage at signing and pays a flat annual fee. When the pool is exhausted, the product keeps running. Chargebee records every additional unit at the overage rate agreed in the contract and invoices the delta monthly, automatically.

There is no renegotiation, no manual reconciliation, and no ceiling that stops the customer. The commercial terms set on day one cover both the base and every unit beyond it. What lands on the invoice is exactly what was agreed.

This works when
  • Your customers prioritise uninterrupted service over a hard spending cap
  • The unit of consumption is clear and measurable enough to bill per unit
  • Overage signals are commercially useful: they tell you which accounts have grown into a larger tier
  • You want full revenue capture for heavy users without renegotiating mid-term
The recipe

Here's what you need

Three objects in the Chargebee catalog. Define them once and they carry the pricing logic through every subscription and renewal.

1
PlanThe Anchor
$26,388/yr

The subscription tier the customer commits to for the year. Billed flat at contract start. The plan carries the included pool as a default, which can be overridden for specific deals if needed.

2
Metered featureValue metric
750K/yr pool

One value metric: tasks_automated. Counts every workflow execution and accumulates toward the annual pool.

3
Overage add-onThe upside capture
$0.02/task above pool

A multi-frequency add-on: it runs on a monthly billing period while the parent subscription is annual. This is the Chargebee primitive that makes the model possible: an add-on that runs on a monthly billing period while the parent subscription is annual. The plan renews once a year; the overage add-on invoices independently each month, on its own schedule. One subscription. Two billing cadences. Zero manual reconciliation.

01 Set up

Stop quoting the overage rate manually on every deal. Price it in the catalog once and it carries through forever.

You define the plan and its included pool once in Chargebee. The overage add-on is attached at the same time, carrying the per-task rate. Every new subscription starts from those defaults. Where your sales team negotiates a larger pool for a specific account, you override the entitlement on that subscription at signing.

Plans
Professional
$399 / mo
100,000 tasks / yr
Team  Working reference
$2,199 / mo · billed annually
750,000 tasks / yr
Enterprise
Custom
Custom tasks / yr
Metered feature
tasks_automated
Links each plan’s included pool to the overage add-on. Knows the included usage limits per plan and per customer. Routes everything above it to overage rate.
Overage add-on
tasks_automated overage
$0.02 / task
Monthly billingNo limitMulti-frequency
Activates when usage crosses the plan’s included pool. Bills the delta at month end, independently of the annual plan renewal.
02 Sell

The quote carries both: base + overage rate. Both appear on every invoice

The commercial contract (quote or subscription) carries two line items: the annual plan at the flat fee, and the overage add-on at $0.02 per task. Both are visible to the customer at signing. When the contract is accepted, Chargebee activates the subscription and the metered add-on simultaneously. The rate the customer agreed to is the rate that will appear on every overage invoice, with no renegotiation required.

Quotes Q-2026-0211Accepted
Q-2026-0211Northwind Labs, Inc. · 12-month term · Jun 1, 2026 to May 31, 2027
DownloadConvert to subscription
Line itemTypeQtyAmount
Zapier Team planFlat annual1 × 12 mo$26,388.00
tasks_automated overage
Metered · billed monthly when usage exceeds 750,000
Metered add-on$0.02/taskPer usage
Contract total at signing
$26,388.00 + usage
03 Meter

Workflows keep running. The event stream keeps flowing. The invoice catches up automatically.

Every time a workflow runs, your product fires a usage event to Chargebee with four fields: subscription_id, item_price_id, quantity, and a deduplication_id unique to that execution. Chargebee accumulates the total, deduplicates retries, and makes the running count queryable at any point in the billing period.

When the included pool is exhausted, workflows keep running. Chargebee crosses the threshold and begins recording each subsequent task as an overage unit at $0.02. No configuration change. No API update. No interruption to your customer.

Usages SUB-2026-NWL-001Live
Northwind Labs · Usage logtasks_automated · term Jun 1, 2026 to May 31, 2027
562,500 usedThreshold reached750,000 included
Event IDTimestampMetricUnits
evt_8821Jul 14, 2026 14:32tasks_automated1,200
evt_8820Jul 14, 2026 11:17tasks_automated980
evt_8819Jul 13, 2026 16:44tasks_automated2,100
evt_8818Jul 13, 2026 09:02tasks_automated750
POST /v2/usages
// Fire on every workflow run
{
  "subscription_id": "SUB-2026-NWL-001",
  "item_price_id":    "tasks_auto-USD-monthly",
  "usage_date":      1752494400,
  "quantity":         "1200",
  "deduplication_id": "evt_8821"
}

// Past 750K? No API change needed.
// Overage accrues automatically.
04 Alert

Stop finding out about overages from an invoice dispute. Now you know before the customer does.

Two thresholds are configured per subscription: 75% of the pool (562,500 tasks) and 100% (750,000 tasks). When either is crossed, Chargebee fires alert_status_changed with type: usage_exceeded. The payload carries subscription ID, metric, threshold percentage, and current usage count.

The 75% alert is the commercially valuable one. It gives your account team time to reach out before overages appear on an invoice. When the 100% alert fires, overages have already started accruing. The customer has been warned, the conversation is warm, and the upsell case is already visible in the data.

Alerts tasks_automated · 75%In alarm
Configured thresholds
75% threshold (562,500 tasks)
In alarm
100% threshold (750,000 tasks)
Not yet reached
Accounts in alarm
Northwind Labs75%
Cloudrise75%
StackForge52%
Chargebee fires
alert_status_changed
Your system routes it
Email
Usage warning to billing contact
In-app prompt
Upgrade nudge inside your product
Slack
Internal alert to AE or CSM channel
CRM
Flag account for upsell in Salesforce or HubSpot
05 Surface

Give customers a live view of what they've run and what they'll owe. No surprises at invoice time.

Chargebee's usage API returns the accumulated quantity for any metered component. Pull it into your customer portal and surface exactly what the customer needs to see: tasks used this period, tasks remaining in the pool, and an estimated overage charge at the agreed rate.

Customers who can see where they stand don't get surprised by invoices. Give them visibility before the billing period closes and you remove the most common source of disputes in usage-based models: the gap between what the customer expected and what arrived in their inbox.

Usage & billing
Jun 1 – Aug 14, 2026
tasks_automated1,032,000 / 750,000 included
0750K ceiling1.03M
Annual plan charge$26,388.00
Jul overage (invoiced)$1,800.00
Aug overage (accruing)˜$5,640 est.
Task consumption: 282,000 above pool · Priced at $0.02/additional task · 17 days remaining in billing period.
06 Bill

Finance closes the month without touching a spreadsheet. You decide when the invoice sends.

Two invoices. One subscription. The annual plan invoice issues at contract start. Monthly overage invoices generate independently whenever usage crosses the pool. This works because Chargebee's multi-frequency add-on lets an add-on carry its own billing period independently of the parent plan.

  • Automatic or manual closing. Choose whether invoices close and send automatically (with a configurable delay) or queue for your team to review first.
  • No more end-of-month reconciliation. Most teams calculate overages manually: pulling usage from one system, rates from a spreadsheet, and hoping the numbers match what was signed. Here, the rate lives in the catalog, the usage count comes from the metering engine, and the billing workflow connects both. Chargebee computes the overage invoice. Finance reviews a number, not a formula.
  • One renewal, predictable. The annual plan invoice repeats at the same amount every year. No surprises for finance.
Jun 1, 2026
INV-2026-0601
$26,388.00
Annual plan
Aug 1, 2026
INV-OVG-0801
$1,800.00
Jul overages
Sep 1, 2026
INV-OVG-0901
$2,248.00
Aug overages
Oct 1, 2026
INV-OVG-1001
$2,696.40
Sep overages
···
Oct 2026 – May 2027
Usage returned within pool
No overage invoices issued
Jun 1, 2027
INV-2027-0601
$26,388.00
Renewal
Invoices INV-OVG-2026-0801Paid
INV-OVG-2026-0801Northwind Labs, Inc. · Jul 1–31, 2026 overage invoice
Download
DescriptionUnitsRateAmount
tasks_automated: tasks above 750,000 pool (Jul 2026)90,000 tasks$0.02$1,800.00
Invoice total
$1,800.00
Entitlement consumption · Jul 1–31, 2026
MetricUsedIncludedOverageState
tasks_automated840,000750,00090,000Exceeded
Usage summary · tasks_automated overage by month
Illustrative
MonthTasks usedIncluded poolOverage tasksRateOverage charge
Jul 2026840,000750,00090,000$0.02$1,800.00
Aug 20261,032,000750,000112,400$0.02$2,248.00
Sep 20261,248,000750,000134,820$0.02$2,696.40
Total overage captured $6,744.40
Step 07 · Report

Spot your fastest-growing accounts. Close the upsell before they ask for it.

Your account team sees which customers are approaching the pool, which have crossed it, and how fast overage revenue is accruing. The data surfaces upgrade conversations before the next invoice cycle. Every number shown here is available via Chargebee's subscription usage and alert APIs. Query by metric, by account, or by period.

Northwind Labs: monthly tasks_automated usage
Illustrative figures
Included usage
On-demand (overage)
0 200K 400K 600K 800K Pool exhausted · overage starts Jun Jul Aug Sep Oct Nov Dec '26
$6,744
Overage revenue captured Jul–Sep 2026
3
Accounts currently in overage
2.0M
Total tasks automated, full contract year
Usage alert status · Jul 2026  Illustrative
AccountUsage% pool
Northwind Labs840K112%Overage
Cloudrise720K96%In alarm
StackForge690K92%In alarm
BrightPath580K77%Within pool
Acme Corp420K56%Within pool
Overage revenue by month  Illustrative
MonthTasks above poolRateRevenue
Jul 202690,000$0.02$1,800.00
Aug 2026112,400$0.02$2,248.00
Sep 2026134,820$0.02$2,696.40
Start building

Capture expansion revenue without lifting a finger.

Included usage with overages lets customers start at a comfortable price, then pays you as they grow. Chargebee captures the base automatically, records every overage in real time, and invoices without manual reconciliation. Finance gets predictable revenue. RevOps sees expansion signals immediately.