Security & accessInvoicingAPI
Filter and export credit notes

- Standard, including the list of credit notes and credit note amounts (i.e. one row per credit note); and
- Advanced, including the list of credit note line items (i.e. one row per line item, so multiple rows per credit note if it includes multiple items).
Granular API key permissions

Usage & meteringAPIIntegrationsSecurity & access
Edit and delete dunning campaign

Create new API keys

✨ This feature is only available via a premium licence. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
Schedule an API key rotation

✨ This feature is only available via a premium licence. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
Rotate your API key

Automatic dunning: Payment reminders on autopilot

Customizable rounding for usage metrics

- Ceil: Always round up to the nearest integer.
- Floor: Always round down to the nearest integer.
- Round: Round to the nearest integer using standard rounding rules.
Build any usage-based metric with SQL expressions
Previously, usage-based metrics in Lago were powered by a single field—ideal for simplicity but limited in flexibility. Now, we are giving you complete control with SQL Expressions.With SQL Expressions, you can build metrics tailored to your needs. Use advanced math operations, concatenations, rounding, and more to create precise, custom metrics that reflect your unique usage patterns.Custom expressions allow you to define more advanced computation logic by dynamically using any event field within your expression. Here are a few examples:- Concatenation:
CONCAT(value1, '_', value2) - Math operations:
((value1 * value2) / value3) - Rounding:
ROUND(value1 / value2)
SQL Expression example
Cascade plan editions to overridden subscriptions

Sync billing data to HubSpot

- Customer Creation: Automatically create Contacts or Companies in HubSpot based on your Lago customer data.
- Invoice Syncing: Real-time invoice sync to a HubSpot custom object named
LagoInvoices. - Subscription Syncing: Real-time subscription sync to a HubSpot custom object named
LagoSubscriptions.
Quote in Salesforce CPQ, bill in Lago!

Dynamic pricing

- 🤖 AI companies: prices fluctuating based on real-time models cost
- 🏦 Fintech: matching prices to live market data
- 📱 Telco/CPaaS: adjusting costs to fluctuating carrier rates
InvoicingUsage & meteringWallets & creditsTaxes
Credit note on prepaid credit invoices
Refund your customers who purchased prepaid credit in no time! You can now process refunds for prepaid credit bought within Lago directly, without needing to engage your payment provider. Lago takes care of the refund through its credit note module, enabling you to initiate the refund to the payment provider and automatically void the prepaid credit in the active wallet according to the wallet’s refund status.Learn moreCustomer Portal complete rework

Usage ingestion sources

Customer type

Send tax invoices

Retrieve all events using the API
Users can now retrieve and filters all events using the API. The endpoint also allows for filtering by:codeexternal_subscription_idtimestamp_fromtimestamp_to
InvoicingWallets & creditsTaxesIntegrations
Anrok integration ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Lago sends the customer’s address, tax identifier (if applicable), and the relevant product ID to calculate the appropriate tax for each line item
- Anrok calculates the tax for the invoice and returns the data to Lago, which is used to update the invoice with accurate tax information
- Lago synchronizes updates for voided and disputed invoices, as well as any credit notes created, ensuring that your records remain up to date

Precise amount for fees
Lago now allows you to retrieve the precise (ie. non rounded) amount on the fee object. Before only the roundedamount_cents was available.To use the precise fee amount, you can use the precise_amount field.Learn more
Progressive billing ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Step-based threshold: invoices are generated when the lifetime usage of a subscription reaches a defined threshold. You can set an unlimited number of thresholds, each with a specific amount and a unique name
- Recurring threshold: this threshold determines what happens after the final step-based threshold is reached. (For example, after the last threshold, Lago will automatically bill $100 each time the lifetime usage increments by that amount)
Skip empty invoices generation
Users can now decide whether or not to issue $0 invoices (ie. empty invoices). By default, empty invoices are generated. You can change this setting at the organisation level.When creating a customer, it takes by default the configuration of the organization for this specific field.However, you can decide to override this information for a specific customer. Why? You might have customers who need to receive an invoice each month, even if the total amount is 0.Learn more
Filter and export invoices
Users can now filter the list of invoices (e.g. by currency, customer, issuing date, etc.) and the filtered list can then be exported from the user interface.Two export options are available:- Standard, including the list of invoices and invoice amounts (i.e. one row per invoice)
- Advanced, including the list of fees (i.e. one row per fee, so multiple rows per invoice if the invoice includes multiple fees)

Wallet transaction metadata
When creating a wallet transaction via API, you can add metadata to store additional information (e.g. source of the transaction).This information is not displayed in the user interface.Learn moreWallets & creditsInvoicing
Invoicing options for wallet top-ups
When creating a new wallet for a customer, users can choose to generate invoices for credit purchases either:- As soon as the wallet transaction is created
- Only when payment is successful, which avoids generating invoices for transactions that have not been finalized
wallet_transaction.invoice_requires_successful_payment).Learn more
Wallets & creditsInvoicingIntegrationsSecurity & access
API changes (v1.7.0)
As announced a few months ago, we have updated the event ingestion process and removed deprecated API fields. Changes include:1. Replacing groups with filtersThe new dimension system based on filters allows users to create billable metrics with more than two dimensions, and makes it easier to create charges based on custom event properties. The old dimension system based on groups has been permanently removed from the Lago API (see all changes).2. Marking external_subscription_id as mandatory for eventsEvents that only include external_customer_id are no longer taken into account when aggregating usage (learn more). This change will streamline the event validation process and enable real-time billing capabilities.3. Removing deprecated API fieldsFor the sake of clarity and to preserve the quality of the API, we’ve deprecated several legacy fields (see full list).Learn moreInvoicing options for instant charges ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- An invoice can be issued for each event
- An invoice that only includes paid fees can be issued at the end of the billing period
- No invoices (users only rely on the
fee.createdwebhook)

Xero integration ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Connecting a Lago account to a Xero account via OAuth
- Mapping Lago objects such as billable metrics, plans, coupons, wallet credits and taxes to Xero items
- Real-time synchronization of customer accounts
- Real-time synchronization of invoices
- Real-time synchronization of credit notes
- Real-time synchronization of payments

Link checkout
For card payments processed through integration with Stripe, users can enable the Link option. Link automatically fills the customer’s payment information for faster checkout.Learn more
Overview of customer billing
The customer view features a new billing section, including:- Gross revenue (i.e. total amount billed to the customer)
- Total overdue (i.e. total amount of invoices that are past their due date)

NetSuite integration ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Connecting a Lago account to a NetSuite account via OAuth
- Mapping Lago objects such as billable metrics, plans, coupons, wallet credits and taxes to NetSuite items and tax items
- Real-time synchronization of customer accounts
- Real-time synchronization of invoices (and sales orders)
- Real-time synchronization of credit notes
- Real-time synchronization of payments

Shipping address
In addition to the customer’s billing address, users can add a shipping address. This information can be useful when the applicable tax rates are determined through integration with a tax management provider (e.g. Anrok).
Overdue invoices
If an invoice is not marked as paid once its due date has passed, it is considered to be overdue. The billing system will then send a webhook message to notify the organization that issued the invoice (seeinvoice.payment_overdue).Learn more
Custom pricing ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
Okta SSO ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.

Hiding subscription fees at zero
We have modified the invoice template and introduced new rules for subscription fees:- If
amount_centsis zero for the subscription fee and there are no other fees (e.g. usage-based charges or commitment) in the invoice, the subscription fee will appear on the PDF invoice - If
amount_centsis zero for the subscription fee and there are other fees in the invoice, the subscription fee will not be displayed on the PDF invoice
Role-based access control (RBAC) ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Admin: full access to all views and actions (usually assigned to billing engineers and managers)
- Account Manager: can manage customer accounts and subscriptions (suitable for sales and success teams)
- Finance & Analyst: mostly view-only, with the ability to manage invoices and credit notes

Recurring wallet top-ups ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Fixed: a predefined number of credits is added to the customer’s wallet
- Target: credits are added to the customer’s wallet to reach a predefined balance
- Interval: weekly, monthly, quarterly, semiannual or yearly top-ups, with a custom start date
- Threshold: the top-up is triggered when the ongoing balance of the wallet reaches a predefined minimum threshold

Webhook messages for wallets
Lago now sends webhook messages when:- A wallet transaction is created (see
wallet_transaction.created) - The status of a wallet transaction is updated (e.g. when a pending transaction is settled - see
wallet_transaction.updated) - When the ongoing balance of the wallet is zero or less than zero (see
wallet.depleted_ongoing_balance)
Void wallet credits
The endpointPOST /wallet_transactions includes a new function to void credits, which are immediately deducted from the balance of the customer’s wallet.This action can also be triggered via the user interface.Learn more
SubscriptionsPaymentsUsage & meteringAPI
Filters for billable metrics
We have made changes to our dimension system and replaced metric groups with filters. This new feature offers greater flexibility as:- Users can create as many filters as needed (they are no longer limited to two dimensions)
- Users can define specific rates based on very granular filter combinations (e.g. online card payments with Visa cards, offline card payments with Amex cards, etc.)

Google SSO
Users can sign up and log in to their Lago account through Google single sign-on (SSO), which enables a better experience and ensures that the identity provider remains the system of record for authenticating users.Learn more
Improved trial period
When the subscription fee of a plan is paid in advance and the plan includes a trial period, the first invoice was initially generated when the subscription started. Following feedback from the Lago Community, we have modified this logic to generate the first invoice at the end of the free trial.Learn morePayment disputes
If a payment dispute is reported as lost by the payment provider, Lago will provideinvoice.payment_dispute_lost_at and send the webhook message invoice.payment_dispute_lost.This feature is available via integrations with Stripe and Adyen.
Upcoming API changes (v1.2.0)
We have released a new version of Lago with exciting new features, but also API changes likely to affect our users’ workflows.1. Replacing groups with filtersWe have developed a new dimension system that offers greater flexibility. Filters allow users to create billable metrics with more than two dimensions, and make it easier to create charges based on custom event properties.However, this feature introduces changes to a number of objects, includingbillable_metric, plan, fee and customer_usage. In addition, the endpoint to retrieve billable metric groups will be deprecated (see all changes).2. The external subscription ID becomes mandatory for eventsIn order to develop real-time billing capabilities, we need to streamline our validation process. We have therefore decided to make external_subscription_id mandatory when sending events via the Lago API.Events that only include external_customer_id will no longer be taken into account when aggregating usage (learn more).3. Deprecation of API fieldsFor the sake of clarity and to preserve the quality of the API, we are going to deprecate several legacy fields (see full list).TimelineWe will maintain the current API logic until July 9, 2024. After this date, previous versions will no longer be supported. We kindly ask our users to update their integration before that day to avoid any potential breaking change.Learn moreMinimum plan commitment ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.

PaymentsIntegrations
ACH and BACS payments
Lago’s native integration with Stripe supports two new payment methods:- ACH Direct Debit for customers with a US bank account
- BACS Direct Debit for customers with a UK bank account

Grouping of charges
It is possible to group charges on the invoice according to a custom attribute. When creating a charge based on the standard pricing model, users can define one or severalgrouped_by attributes that will then be used to provide information on the distribution of usage.For a customer who has sent thousands of API requests, for instance, we could display the breakdown of usage based on the workspace_id to which each request is linked.Learn more
Updated Salesforce package ✨
✨ This feature is only available via a paying add-on. Please contact hello@getlago.com to get access to the Salesforce CRM integration.
- Ability to automatically create Lago customers from Salesforce accounts
- Ability to automatically create Lago subscriptions from Salesforce opportunities, including the option to override existing plans
Wallets & creditsInvoicingPayments
Payment link for a specific invoice
We have added a new endpoint to generate checkout URLs for specific invoices.This feature is available via integrations with Stripe and Adyen. It allows users to collect payments in countries where payment methods cannot be saved for future use.Learn moreWallet balance in (near) real-time ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.

InvoicingAPIPayments
Edit draft invoices ✨
✨ This feature is only available to users with a premium license. Please contact hello@getlago.com to get access to Lago Cloud and Lago Self-Hosted Premium.
- Overwrite the total number of units, in which case Lago will automatically recalculate the fee based on the pricing model associated with the charge
- Overwrite the number of units and unit price, in which case Lago will automatically recalculate the fee based on this information

Multiple PSP accounts
If an organization has multiple accounts with the same PSP (e.g. US Stripe account and EU Stripe account) they can all be connected to Lago. Users can then select the most appropriate account to process payments for each customer.Learn more
Batch endpoint
Events can now be sent in batches using the new/events/batch endpoint. Each API call may include up to 100 events.Learn moreDisabling emails for invoices without fees
To avoid sending too many notifications to customers, we have deactivated emails for invoices without fees.Although invoices with"fees_amount_cents": 0 are no longer sent to customers by email, they are still available in the database and user interface.Learn more