Rollover, amendments and late usage
How TrueUpp applies rollover caps, per-lot expiry, mid-term amendments and late usage, with a worked drawdown, never rewriting an invoiced period.
On this page
Drawdown order
Within a period, credits are drawn in this order: monthly free allowance, then rollover lots (earliest expiry first), then the period's included credits, then grace, then overage.
A worked drawdown
This is the Customer B contract from the getting started walkthrough: a quarterly true-up with 30,000 included credits, 2,000 free API requests a month, a rollover cap of 25% of the commit with lots expiring 60 days after the quarter ends, and overage at $1.00 for the first 5,000 credits, then $0.75. An amendment from 1 July raises the included credits to 40,000 and changes overage to $0.90 for the first 10,000 credits, then $0.70.
| Step | Q1 (Jan to Mar) | Q2 (Apr to Jun) | Q3 (Jul to Sep) |
|---|---|---|---|
| Usage in credits (API requests × 1, exports × 5) | 36,000 | 24,000 | 66,000 |
| 1. Free allowance (2,000 a month × 3) | 6,000 | 6,000 | 6,000 |
| Credits left to cover | 30,000 | 18,000 | 60,000 |
| 2. Rollover lots drawn | 0 | 0 | 7,500 |
| 3. Included credits drawn | 30,000 of 30,000 | 18,000 of 30,000 | 40,000 of 40,000 |
| 4. Grace drawn | 0 | 0 | 0 |
| 5. Overage credits | 0 | 0 | 12,500 |
| Unused included credits | 0 | 12,000 | 0 |
| Rolled into a new lot | 0 | 7,500 (expires 30 Aug 2026) | 0 |
| Lapsed | 0 | 4,500 | 0 |
| True-up line | $0.00 | $0.00 | $10,750.00 |
- Q2's lot: 12,000 credits went unused. The cap is 25% of the 30,000 committed, which is 7,500, so 7,500 roll over and 4,500 lapse. The quarter ends on 1 July (exclusive), so 60 days later is 30 August.
- Q3's overage: the lot is drawn before the included credits because it expires first. Overage is priced at the amendment's tiers: 10,000 × $0.90 = $9,000.00, plus 2,500 × $0.70 = $1,750.00, for $10,750.00.
- Had the cap been 25% of the unused balance instead, Q2 would have rolled 3,000 (25% of 12,000), and Q3's overage would have been 17,000 credits: $13,900.00 instead of $10,750.00.
The rollover cap, read two ways
"20% rolls over" can mean 20% of the commit or 20% of what's left. On a 1,000-credit month with 600 used, that is 200 or 80 credits, and the difference turns up as overage the next month. Every contract states which, in words, on its statement.
Each lot expires on its own date
Rolled credits form a lot with its own expiry: a number of days after the period ends, or the end of a following period. A lot covers usage dated before its expiry and lapses at the close of the period in which it expires. Rolled credits do not roll again.
Amendments are segments
An amendment closes the current terms on its effective date and opens new ones. Earlier periods are never recalculated. For the interrupted period, included credits are prorated by days, and you choose whether the unused part and existing lots carry into the new terms (each keeping its original expiry) or lapse. TrueUpp shows both outcomes before you save.
Late usage becomes an adjustment
Once a period's line is approved or pushed, it never changes. If usage for that period arrives later, it is priced under the terms in force on its date, continuing that period's tiers, and posted as an adjustment on the next open period, pointing back at the period it relates to.
Rounding
All arithmetic is decimal, never floating point. Money is rounded half-up to 2 decimal places after summing tier amounts. The same inputs always produce the same output.