Services Description (July 2025)
Last updated July 7, 2025
This document describes the features and capabilities generally available in the product modules included in the applicable product tier of m3ter Services provided to Customers. m3ter provides the features and capabilities as set out below or as otherwise set out in the applicable Order Form if those take precedence. Where the applicable Order Form refers to legacy product tier names and descriptions, the entitlement set out or referred to in that Order Form takes precedence until further notice and may be subject to change upon renewal.
Use of the m3ter Services as described above is subject to the Terms of Service and our Privacy Notice. The m3ter Services Description is deemed to form part of the Documentation (found at https://www.m3ter.com/docs, as construed in accordance with the Terms of Service) and may be updated by m3ter from time to time.
m3ter Core Product Module
Service Setup and Administration
| Feature | Description | SMB | Enterprise |
|---|
| Organization setup | Flexibly configure Organizations in m3ter:
- Add/Invite new users to your Organization. Deactivate and reactivate users as required.
- Manage Users, assign permissions, and specify their access privileges.
- Assign users to User Groups to apply common access to group members.
- Create Service Users for API access.
- Define End-Customer Accounts and price and manage the Products they will consume.
- Exploit multi-tab pages for ongoing operational Account management - Child Accounts, Prepayment/Balance credits, Contracts, Bills.
- Grant m3ter Support time-bound access to your Organization to allow them to assist with support requests.
| ✔ | ✔ |
| Organization Configuration | - Configure Organization-wide settings for Billing, including currency, auto-approval interval, scheduling frequency, draw-down order for prepayment and balance credit application, bill due date, and external invoice date.
- Set up required currencies, including creation of custom currencies and credits or tokens.
- Add Credit/Debit Reasons for creating credit/debit line items for bill adjustments.
- Create Transaction Types for adding transactions to Account Balances.
- Set up statement templates against metered usage data dimensions to use for Bill statements providing informative backing sheets for Bills.
- Define Custom Fields to store string or number values as custom data against main configuration entities.
- Reference stored custom values in Derived Field and Compound Aggregation calculations.
| ✔ | ✔ |
| Audit Data | - Automatically logs audit data for all main m3ter entity detail pages. This tracks which users created and last modified an entity along with the time stamp.
| ✔ | ✔ |
| Console | - Fully featured UI offering intuitive workflows to configure and manage your m3ter implementation.
- Direct links to User and API Reference documentation.
- Access Support Helpdesk portal for web ticketing and knowledge base.
- Open inline Help Center for context-relative advice for the page you are working on.
- Access the AI Assistant to ask specific questions on the m3ter Service, seek general help, or perform keyword search of the entire knowledge base.
| ✔ | ✔ |
| Customer Platforms | - Automatically send usage data to m3ter directly from your own & 3rd party platforms.
| ✔ | ✔ |
| Billing Systems | - Automatically send the output of bill computations to your invoicing system so that invoice calculations are correct and contain the required calculation breakdowns.
| ✔ | ✔ |
| CRM & CPQ Systems | - Synchronize End-Customer account information in your CRM & CPQ with m3ter. It also optionally allows you to sync pricing between the two systems.
| ✔ | ✔ |
m3ter Integrations
| Feature | Description | SMB | Enterprise |
|---|
| Custom Integrations | - Create bespoke integrations with third party systems using the m3ter OpenAPI framework. Enables both inbound and outbound synchronization of data flows.
| ✔ | ✔ |
| Webhooks | - Use Webhooks to establish and maintain data synchronization and flow between m3ter and third party systems.
- Define webhook destinations for notification payloads triggered by system events.
| ✔ | ✔ |
| Native Integrations | - Productised integrations enabling data synchronisation with your 3rd-party systems directly in the m3ter Console.
- Includes ability to define authorization method/credentials for connection with external systems and define mappings of data fields for precise data transfer synchronization.
- Review integration run details for outbound Bill and other m3ter Entity data. Inspect integration configuration and drill into tasks performed to review logs for troubleshooting.
| ✔ | ✔ |
| Data Exports | - Export data stored in m3ter in standard open data formats.
- Export both Operational Data (Accounts, Balances, Bills, Contracts, and so on) and Usage Data (aggregated and unaggregated).
- Export on an on-demand or predefined schedule basis.
| ✔ | ✔ |
m3ter Metering, Rating & Billing Engine
| Feature | Description | SMB | Enterprise |
|---|
| Usage Data - Metering | - Flexibly define Meters and Aggregations to set up usage data collection and measurement schema.
- Define Global Meters / Aggregations to collect usage data for charging across multiple Products.
| ✔ | ✔ |
| Usage Data - Rating | - Use Derived Field calculations on Meters and Compound Aggregations to greatly extend the range of unit measurements of usage data available for product pricing.
- Use Segmented Aggregations to apply differentiated pricing to usage data, and implement variable costing for usage across multiple data dimensions.
| ✔ | ✔ |
| Data Ingest | - Set up data ingest to the service by exploiting a robust Ingest API designed for high availability and high request rate capacity.
- Alternatively, obtain a URL and use a file upload call to ingest your usage data.
- Ingested data are automatically cleaned, transformed, and standardized.
| ✔ | ✔ |
| Pricing Configuration | - Precisely define rating/costing for your Product pricing Plans based on aggregated units of usage data.
- Pricing Editor with built-in pricing readiness guide - prompts targeted user action to create and configure prerequisite Product Plans and usage data Meters and Aggregations to enable pricing workflow.
- Use Pricing Editor wizards to facilitate Product Plan pricing for common usage-based pricing models.
- Apply negative pricing per unit cost for your Product Plans to credit Accounts for unused usage allocation.
- Create Plan Groups to apply minimum spends across multiple Products that are each priced separately.
| ✔ | ✔ |
| Compound Aggregations | - Derive numerical usage measures to meet complex pricing use cases. Bundle simple Aggregations by addition or apply calculations to one or more simple Aggregations.
- Reference other field values in calculations to achieve precise measures needed for pricing and billing requirements, including custom and bill period variable fields.
| ✔ | ✔ |
| Segmented Aggregations | - Segment usage data collected by Meters, enabling different pricing for segments. Includes support for both default values and wildcards for pricing.
| ✔ | ✔ |
| Calculation Engine | - Exploit powerful Calculation Engine for Derived Field, Compound Aggregation, and Notification rule calculations. Supports standard syntax, arithmetic and logical operators, variables, functions, and type-casting.
| ✔ | ✔ |
| Bill Calculation | - Attach Product pricing Plans to End-Customer Accounts for billing against the usage an Account consumes. Includes ability to define Prepayment/Commitment agreements on Accounts, and set up user-defined custom billing schedules for Commitment fees.
- Create Contracts for Accounts consuming Product packages to report total Contract value to accounting systems. Set up standing charges and minimum spend amounts on Accounts.
- When Accounts set up as Parent/Child Accounts, use billing modes feature to control how charges across the linked Accounts are compiled for Billing.
- Use a Run billing modal to run billing manually for all billing frequencies or a specific billing frequency. Track progress of billing run tasks with cancel bill job option.
| ✔ | ✔ |
| Bill Management and Approval | - Define billing period and frequency, auto-approval period, and scheduling intervals for Bill re-calculation. Control first bill dates, bill due dates, and external invoice dates.
- Set end-date for Billing entities associated with an Account, such as Contracts, Account Plans, or Prepayments.
- Control locking of Bills and review billing history per Account. Approve Bills by selection or approves all Bills by selected date range.
- Set up integrations with 3rd-party systems for calculating and sending Bills outbound to external invoicing. Define credit reasons and use to add credit line items manually for Bill adjustments.
- Download Bills in CSV format.
| ✔ | ✔ |
| Balances and Credits | - Support for end-user Account balances and product/global credits that can be drawn-down against usage charges.
- Handling of negative or positive amounts to credit end-user customers, or refund them for unused services.
- Top-up balances for an account as many times as required.
- Add Balances on Accounts as wallet amount for draw-down against usage.
- Apply time-bound Balances with the option of a rollover grace period for unused credit amounts.
- Define the billing draw-down order against Prepayment or Balance credits on an Account.
- Track and manage credits and debit amounts in Balances ledger.
| ✔ | ✔ |
| Prepayments/Commitments Consumption | - Review Prepayment Consumption chart for Accounts tracking actual consumption to date with trending and minimum expected consumption.
| ✔ | ✔ |
| Alerts | - Receive system alerts for your Organization in the Console UI. Alerts flagged at different severity levels and in multiple areas of functionality.
| ✔ | ✔ |
| Events and Notifications | - Events service with real-time processing of system events for creation, updating, and deletion of core configuration entities (such as Accounts and Meters) or billing entities (such as Bills and Balances).
- Create notifications that trigger simply when a specified Event occurs.
- Exploit Calculation Engine to apply logic and calculations to create notification rules that sharply define the conditions for triggering notifications on the basis of system events.
- Ability to send event notifications to third party systems via webhooks.
- Event notifications of Integration errors. Operational support for managing Integration error Events.
| ✔ | ✔ |
Data Explorer
| Feature | Description | SMB | Enterprise |
|---|
| Usage Data | - Browse and query usage data collected by Meters in bulk and aggregate.
- Filter and group query results by Account, Meter, and other dimensions.
- Export usage data and to save and re-use previously built Queries.
| ✔ | ✔ |
| Billing Data | - Browse and query billing data by Account over time and aggregate in a number of ways, including reviewing Bill running totals at any point in time.
- Filter query results by Account, Bill line item type, or Product.
- Toggle Data Table dimensions on/off for preferred layout.
- Export billing data and to save and re-use previously built Queries or load standard Queries.
| ✔ | ✔ |
| Prepayments | - Query for End-Customer Account Prepayments/Commitments and any remaining obligations associated with them.
- Review returned data sets in Summary or Data Table formats.
- Check for any remaining obligations under the prepayment on the Account queried.
- Review Bills raised against the queried Account for prepayment fees.
- Export prepayments data and to save and re-use previously built Queries.
| ✔ | ✔ |
m3ter Features & Capabilities Applicable to all Product Modules
m3ter APIs
| Feature | Description | SMB | Enterprise |
|---|
| Config and Ingest APIs | Configure and interact with the m3ter Service using our APIs:
- Config API for configuration and management.
- Ingest API for submitting raw measurement data.
| ✔ | ✔ |
| API Error Messaging | - Informative Error Message responses returned for invalid and disallowed calls under standard HTTP error codes.
| ✔ | ✔ |
| API Collections for Postman | - Download and import m3ter sample API and OpenAPI Collections into your Postman Workspace.
| ✔ | ✔ |
m3ter Support
| Feature | Description | SMB | Enterprise |
|---|
| Web Ticketing | - Submit and track Support tickets in m3ter Helpdesk portal.
| ✔ | ✔ |
| Knowledge Base | - Access Knowledge Base via Helpdesk portal to review troubleshooting guidance, FAQs & Tips, and How To articles on common product tasks and configuration procedures.
| ✔ | ✔ |
| API Documentation | - Access full API Reference documentation covering Config and Ingest API calls, including examples of valid request and response schemas.
| ✔ | ✔ |
| AI Assistant | - Ask specific questions or seek general help from the AI Assistant, which has been trained on m3ter documentation.
| ✔ | ✔ |
Data Retention
| Feature | Description | SMB | Enterprise |
|---|
| End-Customer configuration data* | - The amount of time we store End-Customer configuration data, including Accounts, Plans etc.
| Customer managed* | Customer managed* |
| End-Customer calculated data* | - The amount of time we store End-Customer calculated data such as bills and spend reports.
| Customer managed* | Customer managed* |
| Ingested Usage Measurements* | - Storage & retention of unaggregated ingested Measurements in a cleaned, enriched, and transformed common format (suitable for performing technical audit, reconciliation, and recalculation functions).
| At least 24 Months from Measurement timestamp* | At least 24 Months from Measurement timestamp* |
DISCLAIMER & RECOMMENDATION: m3ter does not store Measurements sent to the m3ter Service by Customers in their pre-enriched format in a Customer-accessible location; m3ter’s temporary storage of Measurements at this stage is for use by internally operated compliance, resilience, and Disaster Recovery processes only, and is subject to our standard Data retention and deletion policy as set out in the m3ter Terms of Service from time to time.
It is strongly recommended that Customers additionally store and backup any raw Measurements sent to the m3ter Service using their preferred storage solution and provider to meet their own operational or compliance requirements as the case may be.
*For the purposes of clarity, this refers to the specification of the product features relating to End-Customer and ingested Measurement data storage and retention within your contract period, and does not conflict with the Data Retention Policy as set out in the m3ter Terms of Service from time to time.
