Everything you need to get paid

Open Settings from the console. Add your publication and business names, upload your logo, choose your currency and set your payment terms. Your publication name and logo appear on customer invoices and PDFs.

Add the sections customers can receive, then customise your monthly, quarterly, half-year and annual plans. You can rename plans, change their lengths and prices, or remove plans you do not offer.

Use Subscriber types to set different pricing for individuals, freelancers, students, institutions, universities, libraries and companies. You can also charge per seat and add online-access pricing.

In Settings, choose whether sections are included, added to a plan, charged instead of a plan, or priced separately for every plan.

Monthly section prices are multiplied by the plan length. The price-per-plan option lets you enter a fixed amount for each section on each plan.

The invoice total can combine the customer's subscriber type, seat count, access option, plan and chosen sections. The example below the settings updates as you make changes.

Open Customers and choose Add customer. Save their name, email, company, contact person, telephone number, address, private notes, subscriber type, access, plan and sections.

For organisations, set the number of seats and any purchase order number. Student records can include a student ID. Private notes stay in your console and never appear on an invoice.

Select a customer at any time to update their details, plan, access, sections or subscription start date. Each customer and their invoices are private to your account.

Choose Create invoice in the console, select the customer and plan, and set the subscription start date. The billing period and total are calculated from the saved customer and account settings.

Preview the invoice before sending it. You can then download or print its PDF, or email the customer a secure PDF link and payment link. Invoice emails use your publication name as the visible sender.

Add a custom invoice message in Settings for information you want included on customer invoices, PDFs and emails.

Save a subscription start date on a customer to turn on recurring invoicing. A new invoice is created for each monthly, quarterly, half-year or annual term using that customer's saved plan and pricing.

In Settings, switch renewal reminders on and choose how many days before renewal each plan should be sent. Reminders include the next invoice and its payment link.

Automatic invoices and reminders run daily. Leave the subscription start date blank when you want to create that customer's invoices manually.

The payment link lets the customer choose Pay by card or Pay by bank transfer. Card payments open Stripe's secure checkout and are paid into your own Stripe account.

Add your bank transfer instructions in Settings. When a customer chooses bank transfer, they see those details and the invoice number as their payment reference. The invoice records their choice and you receive an email notification.

A bank transfer remains unpaid until you receive the money. Open the invoice and record the manual payment to mark it paid. You can use the same option for cash or another offline payment.

CSD Meridian is free to use. A service fee applies only when an invoice is paid — fees start from 2% and you can adjust the percentage in Settings.

Choose whether the customer covers the fee or you absorb it. When the customer covers it, their invoice, PDF, email and payment page show one combined subscription amount rather than a separate fee line.

The fee percentage is saved when the invoice is created, so later changes do not alter an existing invoice. Unpaid and cancelled invoices are never charged.

Open Finance to review every recorded payment. It shows the amount received, service commission and net amount for each transaction, with totals at the top.

Use Export CSV to download the payment list and per-transaction commission for your records. The button appears after your first payment is recorded.

Payments made through your connected Stripe account go directly to that account. Manual payments appear after you record them on the invoice.

Sign in with your email and password or Google. Your customers, invoices, payment records and settings belong to your account and are not visible to other publishers.

Your uploaded logo is stored privately and shown through secure links. Replace or remove it from Settings whenever your branding changes.

Need help with your account or data? Contact support and include the relevant invoice number when possible.