Younium Support & Help Center

Welcome to Younium and to this overview of our Knowledge Base! This article is a structured knowledge reference covering Younium's full feature set that you will find useful to make full use of Younium. It contains accurate, up-to-date information about how Younium works and  is based on Younium's official support documentation.
You can access the full Help Center here: https://support.younium.com/hc/en-us 

What Younium Is

Younium is a B2B subscription management system. It is not a CRM and not an ERP. It is purpose-built to sit between those systems, managing everything related to the subscription lifecycle: how subscriptions are structured, how customers are billed, how revenue is recognized, and how the resulting financial data flows into accounting systems.

The central object in Younium is the Order, which represents a customer's active subscription. Everything else — invoices, payments, bookings, metrics, journals — is derived from or connected to orders. Users who come from CRM or ERP backgrounds will recognize familiar concepts like accounts and invoices, but the logic and rules around them are specific to subscription management.

Younium's four core areas of functionality are subscription management, subscription billing, subscription financials, and insights and reporting.

Application Structure: Components of Younium

The Younium application is organized around the following main sections, accessible from the main menu:

Insights — Pre-calculated subscription KPIs and metrics dashboards.

Accounts — Your customers. Every order must belong to an account.

Products — The services you sell, organized into charge plans and charges. These are the templates used when creating orders.

Orders — Customer subscriptions. The most central component of the system. Orders have versions: every meaningful change creates a new order version with its own effective date range.

Invoices — Generated from orders. Invoices exist first as drafts, then are posted. Posting is irreversible and generates accounting journal entries.

Payments — Incoming payments used to settle open invoices. Younium supports manual entry, file import (BGMAX, CAMT054, CSV), and automated import via payment connectors.

Periods — Accounting periods used for financial close processes.

Usage — Transactional usage data that drives cost for usage-based charges. Always billed in arrears.

Measurements — Imported quantities of a measured product, which can be billed in advance or arrears.

Bookings — System-generated records that capture every order event (activation, change, cancellation, renewal) along with key financial metrics at that point in time. Bookings are the data source for CMRR and related metrics.

Journals — Financial journals automatically generated by Younium. Three types: invoice journal, payment journal, and revenue recognition journal.

Reports — Custom reporting tool. Allows export of data across almost any data set within the system.

Settings — All configuration: legal entities, users, roles, integrations, number sequences, financial settings, chart of accounts, templates, and more.

Initial Setup

When a new Younium tenant is provisioned, Younium automatically configures the following based on the customer's country of operations:

• VAT configuration and tax categories (Domestic, Export, EU)
• Base currency and standard currency set
• Number sequences starting from zero (e.g. first account is A-000001, first invoice is I-000001)
• Standard payment terms (net 0, 14, 30, 45, 60, 90 days)
• Standard units of measure (users, hours, units, pieces)
• Default chart of accounts
• Standard document templates for invoices, order confirmations, quotes, and reports

Customer-specific mandatory setup steps before going live:

1. Admin: configure profile, legal entity details (name, org number, tax registration number, address), and create users with appropriate roles.
2. General settings: review and adjust number sequences; configure the order auto-renewal scheduled job if automatic renewals are needed.
3. Financial: review currencies and add exchange rates; customize chart of accounts.
4. Integrations: connect accounting software and CRM; set up exchange rate sync from European Central Bank or accounting system.
5. Accounts: set a default invoice template — without this, PDF copies of invoices will not be generated.
6. Orders: review units of measure.
7. Invoices: configure OCR reference number format if using KID, FIK, Finnish reference number, or Swedish OCR.
8. Email: configure the email server for sending documents from Younium.
9. Document templates: customize invoice, invoice reminder, and account statement templates with company logo and branding.

Product Structure

Products in Younium have three levels: Product, Charge Plan, and Charge.

Charge — The actual billable item. Defines charge type, pricing model, price, billing period, billing timing, tax settings, and revenue recognition method. This is what appears as a line item on an invoice.

Charge Plan — A container grouping charges into plans (for example, Standard and Premium). A product must have at least one charge plan, and each charge plan must have at least one charge.

Product — The top-level name grouping charge plans and charges (for example, "Application" or "SaaS Platform").

Product types based on structure:

• Simple: one charge plan, one charge
• MultipleCharges: one charge plan, multiple charges
• MultipleChargePlans: multiple charge plans, one charge each
• Full: multiple charge plans, multiple charges each

Charge types: Recurring, One-off, Usage, Measured.

Pricing models: Flat (fixed price), Quantity (price per unit), Volume (tiered — final price is the unit price for the tier the total quantity falls into, applied to total quantity), Tiered (cumulative — quantity in each tier is priced at that tier's rate and summed).

Billing periods: Monthly, Quarterly, Bi-annual, Annual.

Billing timing: In Advance (billed before the charge period) or In Arrears (billed after).

Price period: The time frame the price amount applies to. Relevant for usage and measured charges where billing period differs from price period.

Orders (Subscriptions)

An order is a customer subscription. Required fields when creating an active order: an account reference, status set to active, an effective start date, and at least one product. A draft order can be created without products.

Order versioning — Every activated change to an order creates a new version. Each version has an effective start date and the previous version has a corresponding end date. The full history of an order is preserved across all versions.

Effective change date — When changing an order, this date determines from when the change is effective. It is not necessarily the date you make the change in the system.

Invoice preview — Before activating or saving an order or change order, you can preview the invoices that will be generated to verify correctness.

Modify Product — A simplified change order tool focused on one product at a time, designed to reduce errors. Supports changing price, quantity, and billing period on a single product.

Mass update charges — Allows bulk updating of fields across many product charges on a single order. Available in two modes: without a change order (only remarks and custom fields), or within a change order (pricing, financial details, charge information, and custom fields, except charge type and charge model).

Cancel order — Ends an active subscription. Younium calculates and generates credit invoices automatically for any periods already invoiced but not yet consumed. Cancellation options: one fixed end date for all charges, or individual dates per charge (set to invoiced-to date, configured end date, or a custom date).

Revert order version — Undoes a change by reverting to the previous order version. Only possible if no invoices have been posted for the latest version. Works one version at a time.

Delete order — Only possible for draft orders where no invoices have been posted. Activated, invoiced orders cannot be deleted; they must be cancelled instead.

Pause order — A subscription can be paused without recording a churn event. Done by cancelling the current charge and adding a new charge starting on the unpause date.

Invoices

Invoices in Younium follow a two-stage process: draft then posted.

A draft invoice is generated from an order. At this stage it exists as a record with invoice lines pulled from the order, but no financial transactions have been created.

Posting an invoice executes the transaction: it creates the printable invoice document, generates entries in the invoice journal, and makes the invoice visible for payment matching. Posting is irreversible. A posted invoice cannot be edited or deleted; if correction is needed, it must be credited via a credit invoice.

Multiple orders for the same account can be merged into a single invoice via invoice batches.

The target date on invoice creation determines the service period the invoice covers — it controls which order charges fall into the invoice run.

Payments

Payments in Younium represent deposits received to your bank account. They are used to settle open invoices as part of accounts receivable.

Import methods:

• Manual: single payment added via the Add Payment button.
• File import: BGMAX, CAMT054, or general CSV.
• Connector import: automated fetching from bank accounts via integrated payment partners. Available partners vary by region.

Invoice matching: Younium automatically attempts to match imported payments to open invoices by comparing the payment reference field against the invoice number and OCR number. Matched results are color-coded: green (fully matched, ready to post), yellow (partially matched — requires adding another invoice or adding a write-off), red (no match found — requires manual investigation).

Posting payments settles matched invoices. Posted payment batches cannot be reverted. Adjustments to already-posted payments are made by adding a new payment with a negative amount to the relevant invoice.

Bookings

A booking is a system record created whenever a subscription event occurs that affects financial metrics. Events that create bookings include: order activation, order change, subscription renewal, milestone reached, cancelled delivery, and associated charge additions.

Each booking captures the stage of the customer lifecycle at that point: New (first order for the account), Existing (order for an account that already has active orders), or Lost (last order on an account is cancelled).

Bookings are the source of CMRR, ACV, and TCV metrics. They are not directly editable.

Insights and Metrics

Younium calculates SaaS subscription metrics automatically from order and booking data. The main metrics:

MRR (Monthly Recurring Revenue) — The monthly normalized value of all active recurring charges. Calculated from order product charges, not from bookings. Based on the charge's price, effective start date, and effective end date. Does not include one-time fees. Available in original currency, group currency, and base currency.

ARR (Annual Recurring Revenue) — MRR multiplied by 12.

CMRR (Contracted Monthly Recurring Revenue) — The expected recurring revenue from contracted orders, derived from bookings. A new CMRR booking is created when an order is activated or changed. A churn booking happens when an order is cancelled or an order change results in a CMRR decrease.

ACV (Annual Contract Value) — The annualized contracted value at the booking event.

TCV (Total Contract Value) — The total value over the full term of the contract.

NRR (Net Revenue Retention) — Measures revenue expansion and contraction within a period from existing customers.

Revenue change classifications — Bookings are classified as New Business, Expansion, Contraction, or Churn. Custom labels can also be configured.

The Insights dashboard provides pre-calculated versions of all these metrics in real time. The Next Generation Insights module adds customizable charts, filters by entity and currency, and detailed drill-down views.

Revenue Recognition

Younium includes a native revenue recognition engine. It does not require an external add-on.

Revenue recognition is configured per charge (invoice line). Supported methods:

• Recognize in full at invoicing
• Recognize monthly over time
• Mixed (partial upfront, remainder over time)

For monthly recognition, partial period handling options are: FrontLoad, BackLoad, Prorated, or Per Day.

Revenue recognition generates a revenue recognition journal in Younium, which records deferred and recognized revenue amounts per period. This journal is separate from the invoice journal and payment journal.

Younium's revenue recognition is designed to be compliant with ASC 606 (US GAAP) and IFRS 15. It handles automated adjustments for contract changes including upsells, cross-sells, downsells, price increases, and cancellations.

Integrations

CRM integrations:

HubSpot — Bidirectional. Synchronizes accounts (HubSpot companies to Younium accounts), transfers closed deals to create Younium orders, supports Younium quotes within HubSpot deals, syncs Younium orders to HubSpot custom objects for reporting and workflows, and provides live Younium data widgets on HubSpot company and deal records. Requires a HubSpot license that supports custom objects for the order sync feature.

Salesforce — Synchronizes customer accounts from Salesforce to Younium, transfers closed opportunities including product and pricing information to create Younium orders.

ERP and accounting integrations:

Fortnox — Younium generates invoices; Fortnox distributes them to customers and handles accounting, payment reconciliation, and accounts receivable. Synchronizes customers, products, currencies, exchange rates, and payment terms between the two systems.

NetSuite — Posts journals from Younium to NetSuite using standard NetSuite REST API endpoints. Uses token-based authentication. NetSuite subsidiaries map to Younium legal entities. No custom NetSuite installations or packages required.

Microsoft Dynamics 365 Business Central — Connector available for journal and invoice posting.

Microsoft Dynamics 365 Finance & Operations — Connector available.

QuickBooks Online — Connector available.

PowerOffice GO — Connector available.

Kleer (PE Accounting) — Connector available.

Other integrations:

European Central Bank — Exchange rate import. Can be scheduled to run automatically.

Stripe — Payment processing.

TaxJar — Tax calculation.

Zapier — Workflow automation connector.

MCP server — Younium provides an MCP (Model Context Protocol) server at mcp.younium.com for AI tool integration. It supports two authentication methods: API key/secret (for developer tools and local environments) and OAuth (for hosted LLM platforms like ChatGPT or Claude). The MCP server exposes five core methods: list customers, get financial metrics for a customer, get subscriptions for a customer, get financial metrics for a subscription, and get invoices for a customer. API key and secret are personal access tokens created in Younium's Privacy & Security settings.

API: Younium's REST API (v2) supports all CRUD operations. A Data Export API (v3) is optimized for bulk data retrieval into data warehouses and BI tools. An Insights API provides OData v4 access to KPI data. Full API documentation is at developer.younium.com.

Security and Compliance

• ISO certified for information security management.
• SOC compliant (security, availability, confidentiality).
• Revenue recognition compliant with IFRS 15 and ASC 606.
• Supports EU invoicing standards including ZUGFeRD for German e-invoicing compliance.
• Multi-entity and multi-currency support for global operations.
• SSO supported via SAML and Google Workspace. DNS domain validation required. Users must be created in both Younium and the identity provider — user provisioning via identity provider is not supported.

Frequently Asked Questions

Why can't I delete an order? If an order has been invoiced, it cannot be deleted. Posted invoices have created accounting journal entries that cannot simply be removed. Use the Cancel Order function instead, which will generate credit invoices for any unbilled periods.

Why can't I revert an order? Revert is only possible if no invoices have been posted for the latest order version. Cancel any invoice drafts for the version first, then revert.

Why is the service period on my invoice incorrect? The service period on an invoice is determined by the target date set when generating the invoice and the effective dates on the order charges. Check the effective start and end dates on the charge, and the target date used during invoice generation.

How do I contact Younium support? Via the support portal at support.younium.com. Younium also offers live chat and email support.

Can I merge multiple orders into one invoice? Yes. Use invoice batches to consolidate invoices for the same account across multiple orders.

Can I pause a subscription without recording churn? Yes. Cancel the current charge with an end date at the pause date, and add a new charge starting on the unpause date. This preserves the order without triggering a churn booking.

What happens when I post an invoice? Posting is irreversible. It generates the final invoice document, creates entries in the invoice journal, and makes the invoice available for payment matching. To correct a posted invoice, issue a credit invoice.

How do exchange rates work? Exchange rates are stored per currency in Younium's financial settings. They can be imported manually or on a schedule from the European Central Bank or from a connected accounting system. Younium recommends using the same source as your accounting software to avoid discrepancies.

Source: support.younium.com — Younium official knowledge base. Developer documentation at developer.younium.com.