Recurly

The Tax Adviser

Five pricing models including ramp intervals, usage-based add-ons metered through an unthrottled usage API, tiered, volume and stairstep pricing, multicurrency, trials by plan or coupon, and an entitlements endpoint for the selling application are all documented in the plan and API docs. What I did not find public information on is quotes converting into subscriptions, contracts with minimum terms, or price changes rolled to existing customers with grandfathering — the documented pricing-strategy switch applies only to subscriptions created after the change. That is a strong engine, one notch short of the commercial model living entirely in the product. 1 2 5 6 12 14

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The Tax Adviser

Credit invoices in three types — credit, refund, write-off — with every failed invoice automatically paired with a write-off credit, and an origin attribute tying each invoice to the event that produced it, are exactly the correction mechanics I look for at year-end. But the captured documentation also presents an invoice-editing feature that changes PO numbers, due dates, terms and VAT reverse charge notes on issued invoices, with only an activity log as the safeguard, and I found no public information on sequential numbering, mandatory content rules, retention to GoBD, or structured e-invoices such as XRechnung, ZUGFeRD or Peppol — the B2B e-invoice mandate is nowhere addressed on these pages. 7 8 9

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The Tax Adviser

Default VAT and GST rates per country, Canadian sub-region taxes, a dedicated EU VAT treatment, and VAT/tax ID validation against real government registries — VIES for the EU with six-month revalidation and a documented downtime fallback, HMRC for the UK, the Australian Business Register with a GST-registration check — plus reverse charge for valid EU cross-border VAT numbers, are all evidenced, and Avalara and Vertex appear as integration partners. It falls short of the top band because custom rates need manual configuration, the documentation tells merchants to stay current with local tax authorities rather than the vendor maintaining rates, and I found no public information on One-Stop-Shop reporting data or US sales tax handling. 5 9 10

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The Tax Adviser

Dunning is documented in real depth — three cycle types, up to fifty versioned campaigns on higher plans, intelligent retries, Account Updater running continuously on overdue accounts, hard declines sensibly excluded from retries, and configurable end-of-cycle expiry or bad-debt write-off — and SEPA direct debit works across Adyen, Stripe, GoCardless and Worldpay with the pre-debit notification the rulebook requires handled automatically by email. I found no public information on bank-transfer reconciliation, handover to a collection agency, or recovered revenue reported per dunning step, and export of payment details is conditional on demonstrating PCI compliance. 1 2 4 11 12

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The Tax Adviser

The RevRec module is documented with automated revenue recognition, multi-GAAP compliance, SSP automation, automated monthly close and an immutable audit trail, and the MRR report states its convention of excluding usage revenue rather than hiding it. Invoice changes sync automatically to Salesforce, QuickBooks and NetSuite, and the API and webhooks are documented down to retry intervals, signature headers and six client libraries. I found no public information on a DATEV export, data-warehouse sync, or a complete documented export that a successor system could import. 2 5 8 13 14

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The Tax Adviser

The contracting entity is Recurly, Inc. of San Francisco under California law for most merchants, the privacy policy states the services are hosted and operated in the United States, and subprocessors are disclosed only as categories — payment processors, hosting providers, analytics, chat — without names or locations. A data processing agreement with standard contractual clauses, Data Privacy Framework certification and named EU and UK representatives lift it above the floor, but I found no public information on EU hosting options or on ISO 27001 or SOC 2 certifications. 2 3 4

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The Tax Adviser

The Starter tier is computable from the public page — "$249 per month + 0.9% of billing volume (first $40K of billings included at no charge each month)" — with a 90-day free trial and free sandbox also public. Everything above it is quoted as a floor — All-Access "As low as <1% of billing volume" with a $1M billing volume minimum, RevRec "As low as $850 Per month", Engage "As low as $1,600 Per month" — and App Management, extra dunning campaigns and the overage fees beyond the Order Form's payment-volume allowance are all contact-Sales, so a buyer cannot compute a real annual cost past the entry plan. 2 4 12 14

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