Billing
Charging clients a share of the profit you make them.
Billing turns account performance into invoices. The model is a profit share: you charge a percentage of the profit an account made over a billing period.
This is you billing your clients. It is entirely separate from Trademetry billing you for your plan, which lives under Subscription.
Set the fee
Settings → Billing.
Profit Share (%) is the default percentage invoiced to clients each billing period. Individual clients can override it from their contact record, which is how a legacy client keeps an older rate.
High Water Mark, on by default, only charges profit share on new highs above the previous billing period's peak. This is the setting that makes the arrangement fair: after a losing period, the client is not charged again on the same money as it recovers. Turn it off and you charge on every profitable period regardless of what came before.
Minimum Invoice Amount defers anything below the threshold to the next cycle, accumulating until it is worth issuing. Leave it blank to bill every cycle. Small invoices often cost more to process than they collect.
Advanced
Profit Share Scope — All Trades or Copier Only. Copier-only charges on the profit your copying produced, ignoring trades the client placed themselves in the same account. That is usually the defensible position.
Manual Trade Policy — Allowed, Warn, or Penalize. What happens when a client trades an account you manage.
Default Agent Commission (%) and Commission Cap (%) set what agents earn of the fees their clients generate. See Commissions.
Invoices
Billing in the main navigation reviews invoices and billing status across every client, split into billable and not-billable so you can see who is being charged and who is not.
Invoice numbering is configurable — a prefix and zero padding — so numbers match whatever sequence your accounting already uses.
Invoice presentation has three templates: Summary, Detailed, and Minimal. With Due Days and a terms URL, these are what your client receives.
What clients see
Clients get their own invoices in the portal under My Invoices, using your branding and your support address. See Client portal.
Getting the high-water mark right at the start
An account that traded before you added it to Trademetry has history the product did not witness. Two fields on the account form handle it:
- Prior High Water Mark — the peak the account had already reached, so the first invoice charges from the real peak rather than from the balance on the day it joined.
- Billing / HWM Start Date — the date performance starts counting from, so imported history is reportable without also being billable.
Both are far easier to set when the account is created than to correct afterwards. Getting them wrong in the generous direction is a lost fee; getting them wrong in the other direction is an invoice a client will dispute, and they will be right.
Deposits are not profit
A deposit raises the balance without being a gain, and billing a client a share of their own money is the worst mistake this module could make. Trademetry imports cash flows from the broker and excludes them from the profit calculation.
The account's Deposits / Withdrawals tab is where you verify that a transfer was captured correctly. If an invoice looks too large, this is the first place to look.