diff --git a/app/_how-tos/metering-and-billing/configure-metering-and-billing-tax-codes.md b/app/_how-tos/metering-and-billing/configure-metering-and-billing-tax-codes.md
index c2fc20493e3..59977bbeb1a 100644
--- a/app/_how-tos/metering-and-billing/configure-metering-and-billing-tax-codes.md
+++ b/app/_how-tos/metering-and-billing/configure-metering-and-billing-tax-codes.md
@@ -28,6 +28,9 @@ prereqs:
       content: |
         You need the [{{site.metering_and_billing}} Admin role](/konnect-platform/teams-and-roles/#metering-billing) in {{site.konnect_short_name}} to configure {{site.metering_and_billing}}.
       icon_url: /assets/icons/kogo-white.svg
+    - title: "Plan and subscription"
+      include_content: prereqs/metering-and-billing-plan-subscription
+      icon_url: /assets/icons/money.svg
 
 cleanup:
   inline:
@@ -74,26 +77,71 @@ For background on how tax codes work and how the fallback chain is evaluated, se
 When your organization is created, {{site.metering_and_billing}} sets up two defaults: one for invoicing and one for credit grants.
 Review these before creating custom codes, as the pre-provisioned codes may already cover your needs.
 
-1. In the {{site.konnect_short_name}} sidebar, click **Metering & Billing** > **Settings**.
-1. Click the **Tax Codes** tab.
-1. Review the list of system-managed and user-created tax codes and the current defaults.
-1. To change which code is the default, click the action menu on any row and select **Set as Invoicing Default** or **Set as Credit Grant Default**.
+List all tax codes in your organization:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/tax-codes
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
+
+If a system-managed code covers your needs and you want to set it as the default, update the organization defaults.
+Replace `TAX_CODE_ID` with the `id` from the list response:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/defaults/tax-codes
+method: PUT
+status_code: 200
+body:
+  invoicing_tax_code:
+    id: TAX_CODE_ID
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Use `credit_grant_tax_code` instead of `invoicing_tax_code` to set the credit grant default.
 
 If the system-managed codes cover your needs, you can skip the next step and go directly to [Apply a tax code to a rate card](#apply-a-tax-code-to-a-rate-card).
 
 ## Create a tax code
 
-If none of the system-managed codes match your product category, you can create a custom tax code:
-
-1. In the {{site.konnect_short_name}} sidebar, click **Metering & Billing** > **Settings**.
-1. Click the **Tax Codes** tab.
-1. Click **Create tax code**.
-1. Enter a name, key, and optional description.
-1. (Optional) Add one or more app mappings.
-   For Stripe, the value must follow the `txcd_XXXXXXXX` format.
-   You can browse available values in the [Stripe Tax Code reference](https://docs.stripe.com/tax/tax-codes).
-1. (Optional) Set the code as the **Invoicing Default** or **Credit Grant Default**.
-1. Click **Save**.
+If none of the system-managed codes match your product category, you can create a custom tax code.
+
+For Stripe, the `app_mappings` value must follow the `txcd_XXXXXXXX` format.
+You can browse available values in the [Stripe Tax Code reference](https://docs.stripe.com/tax/tax-codes).
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/tax-codes
+method: POST
+status_code: 201
+body:
+  name: Software as a Service
+  key: saas
+  description: Tax code for SaaS products
+  app_mappings:
+    - app_type: stripe
+      tax_code: txcd_10000000
+capture:
+  - variable: TAX_CODE_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+To set the new code as the invoicing default:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/defaults/tax-codes
+method: PUT
+status_code: 200
+body:
+  invoicing_tax_code:
+    id: $TAX_CODE_ID
+{% endkonnect_api_request %}
+<!--vale on-->
 
 {:.info}
 > **Note:** Only one tax code can be set as the default per category at a time.
@@ -108,17 +156,40 @@ You can apply a tax code at two levels within your product catalog.
 
 This sets the tax code for a specific product or fee, overriding the organization default.
 
-1. In the {{site.konnect_short_name}} sidebar, click **Metering & Billing** > **Product Catalog**.
-1. Click the **Plans** or **Add-ons** tab and select a plan or add-on.
-1. Open or create a rate card.
-1. In the **Pricing Model** configuration, expand **Advanced Settings**.
-1. In the **Tax Behavior** dropdown, select the behavior you want to apply.
-1. In the **Tax Code** dropdown, select your custom code.
-1. Save the rate card.
+Update the plan using `$PLAN_ID` from the prerequisites.
+The `PUT` endpoint replaces the entire plan, so include all existing rate cards in the request:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/$PLAN_ID
+method: PUT
+status_code: 200
+body:
+  name: Example Plan
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: API requests
+          key: api_requests
+          feature:
+            id: $FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+          entitlement:
+            type: boolean
+          tax_config:
+            behavior: exclusive
+            code:
+              id: $TAX_CODE_ID
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ### Apply a tax code on a subscription rate card
 
 This overrides the tax code for a specific customer's subscription, without changing the underlying plan.
+Subscription rate card overrides are only available through the {{site.konnect_short_name}} UI.
 
 1. In the {{site.konnect_short_name}} sidebar, click **Metering & Billing** > **Billing**.
 1. Click a customer.
diff --git a/app/_how-tos/metering-and-billing/get-started-with-metering-and-billing.md b/app/_how-tos/metering-and-billing/get-started-with-ai-agent-metering.md
similarity index 70%
rename from app/_how-tos/metering-and-billing/get-started-with-metering-and-billing.md
rename to app/_how-tos/metering-and-billing/get-started-with-ai-agent-metering.md
index d178fb07dbc..c4fc78a9613 100644
--- a/app/_how-tos/metering-and-billing/get-started-with-metering-and-billing.md
+++ b/app/_how-tos/metering-and-billing/get-started-with-ai-agent-metering.md
@@ -76,13 +76,22 @@ In this guide, you'll:
 In {{site.metering_and_billing}}, [meters](/metering-and-billing/metering/) track and record the consumption of a resource or service over time.
 For billing per agent run, you'll use the built-in **Count agent runs** template, which pre-configures a `COUNT` meter that increments once per `agent_run` event and groups results by `agent_name`.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. Click **Create Meter**.
-1. Click the **Templates** dropdown menu.
-1. Select **Count agent runs**.
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/meters
+method: POST
+status_code: 201
+body:
+  name: Count Agent Runs
+  key: agent_runs_total
+  event_type: agent_run
+  aggregation: COUNT
+  dimensions:
+    agent_name: $.data.agent_name
+{% endkonnect_api_request %}
+<!--vale on-->
 
-The template creates a meter with the following configuration:
+This creates a meter with the following configuration:
 
 <!--vale off-->
 {% table %}
@@ -109,12 +118,21 @@ Meters collect raw usage data, but [features](/metering-and-billing/product-cata
 Without a feature, usage is tracked but not invoiced. 
 Now that you're metering agent runs, you need to associate that meter with a feature.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click **Create Feature**.
-1. In the **Name** field, enter `Agent Runs`.
-1. From the **Meter** dropdown menu, select "Count Agent Runs".
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/features
+method: POST
+status_code: 201
+body:
+  name: Agent Runs
+  key: agent_runs
+  meter:
+    key: agent_runs_total
+capture:
+  - variable: FEATURE_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Create a plan and rate card
 
@@ -125,48 +143,91 @@ Plans can be assigned to customers by starting a subscription.
 A [rate card](/metering-and-billing/product-catalog/#rate-cards) describes the price and usage limits or access control for a feature. 
 Rate cards are made up of the associated feature, price, and optional entitlements.
 
-In this section, you'll create an Premium Plan plan that charges customers $1 per agent run per month:
-
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click the **Plans** tab.
-1. Click **Create Plan**.
-1. In the **Name** field, enter `Premium Plan`.
-1. From the **Billing cadence** dropdown menu, select "1 month".
-1. Click **Save**.
-1. Click **Add Rate Card**.
-1. From the **Feature** dropdown menu, select "Agent Runs".
-1. Click **Next Step**.
-1. From the **Pricing model** dropdown menu, select "Usage based".
-1. In the **Price per unit** field, enter `1`.
-
-   {:.info}
-   > We're using $1 here to make it easy to see invoice amount changes in the customer invoice.
-   > Change this price in a production instance to match your own pricing model.
-1. Click **Next Step**.
-1. Select **Boolean**.
-1. Click **Save Rate Card**.
-1. Click **Publish Plan**.
-1. Click **Publish**.
+In this section, you'll create a Premium Plan that charges customers $1 per agent run per month.
+
+First, create the plan with a rate card:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans
+method: POST
+status_code: 201
+body:
+  name: Premium Plan
+  key: premium_plan
+  currency: USD
+  billing_cadence: P1M
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: Agent Runs
+          key: agent_runs
+          feature:
+            id: $FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+          entitlement:
+            type: boolean
+capture:
+  - variable: PLAN_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+{:.info}
+> **Note:** We're using $1 here to make it easy to see invoice amount changes in the customer invoice.
+> Change this price in a production instance to match your own pricing model.
+
+Then publish the plan to make it available for subscriptions:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/$PLAN_ID/publish
+method: POST
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Start a subscription
 
 [Customers](/metering-and-billing/customer/) are the entities that pay for consumption. Here you'll create a customer and [subscribe](/metering-and-billing/subscriptions/) them to the Premium Plan plan.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Create Customer**.
-1. In the **Name** field, enter `Acme Inc`.
-1. In the **Key** field, enter `acme-inc`.
-
-   This value links incoming usage events to this customer. 
-   Events with `"subject": "acme-inc"` will be attributed to Acme Inc.
-1. Click **Save**.
-1. Click the **Subscription** tab.
-1. Click **Create a Subscription**.
-1. From the **Subscribed Plan** dropdown, select `Premium Plan`.
-1. Click **Next Step**.
-1. Click **Start Subscription**.
+First, create the customer.
+The `key` field links incoming usage events to this customer: events with `"subject": "acme-inc"` will be attributed to Acme Inc.
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers
+method: POST
+status_code: 201
+body:
+  name: Acme Inc
+  key: acme-inc
+  usage_attribution:
+    subject_keys:
+      - acme-inc
+capture:
+  - variable: CUSTOMER_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then start a subscription to the Premium Plan:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/subscriptions
+method: POST
+status_code: 201
+body:
+  customer:
+    id: $CUSTOMER_ID
+  plan:
+    key: premium_plan
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Validate
 
@@ -253,15 +314,19 @@ body:
 {% endcapture %}
 {{ run3 | indent: 3 }}
 
-Now check the invoice:
+Now check the usage charges:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers/$CUSTOMER_ID/charges?expand[]=real_time_usage
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Acme Inc**.
-1. Click the **Invoicing** tab.
-1. Click **Preview Invoice**.
+The response includes a usage-based charge for `agent-runs` with a `real_time_usage` quantity of `3`, reflecting three agent runs (two for `summarizer` and one for `translator`).
 
-You'll see `agent-runs` listed in Lines with a quantity of `3`, reflecting three agent runs (two for `summarizer` and one for `translator`).
+To preview the full formatted invoice, go to **{{site.metering_and_billing}}** > **Billing** > **Acme Inc** > **Invoicing** > **Preview Invoice** in the {{site.konnect_short_name}} UI.
 
 In this guide, you're using the sandbox for invoices.
 To deploy your subscription in production, configure a payments integration in **{{site.metering_and_billing}}** > **Settings**, like [Stripe](/metering-and-billing/stripe-integration/).
diff --git a/app/_how-tos/metering-and-billing/get-started-with-prepaid-credits.md b/app/_how-tos/metering-and-billing/get-started-with-prepaid-credits.md
index 603f54a0af3..284e343b1bb 100644
--- a/app/_how-tos/metering-and-billing/get-started-with-prepaid-credits.md
+++ b/app/_how-tos/metering-and-billing/get-started-with-prepaid-credits.md
@@ -26,9 +26,8 @@ prereqs:
       content: |
         You need the [{{site.metering_and_billing}} Admin role](/konnect-platform/teams-and-roles/#metering-billing) in {{site.konnect_short_name}} to manage credits.
       icon_url: /assets/icons/kogo-white.svg
-    - title: "Configured meter"
-      content: |
-        You need a [configured meter](/metering-and-billing/metering/#create-a-meter), such as API Gateway requests or {{site.ai_gateway}} tokens.
+    - title: "Meter and feature"
+      include_content: prereqs/metering-and-billing-meter-feature-credits
       icon_url: /assets/icons/money.svg
 
 tldr:
@@ -63,62 +62,129 @@ automated_tests: false
 
 ## Create a credits-only plan
 
-To charge customers via prepaid credits, define a plan with the `credit_only` settlement mode.
+To charge customers via prepaid credits, define a plan and set `settlement_mode: credit_only` on the subscription.
 All usage settles against credits.
 If a customer runs out of credits, uncovered usage creates a negative credit balance on the ledger rather than generating an overage invoice.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. Click **Product Catalog**.
-1. Click the **Plans** tab and create a new plan.
-1. In the **Billing** section, configure the **Currency** (for example, `USD`) and set the **Settlement mode** to **Credits only**.
-1. Click **Add Rate Card** and select the feature you want to price.
-1. Configure a **Usage based** pricing model and set your price per unit.
-1. Save the rate card and click **Publish Plan**.
+First, create the plan with a rate card:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans
+method: POST
+status_code: 201
+body:
+  name: Credits Plan
+  key: credits_plan
+  currency: USD
+  billing_cadence: P1M
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: API requests
+          key: api_requests
+          feature:
+            id: $FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+          entitlement:
+            type: boolean
+capture:
+  - variable: PLAN_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then publish the plan:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/$PLAN_ID/publish
+method: POST
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Create a customer
 
 Customers represent the individuals or organizations that subscribe to plans and consume your metered features.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Create Customer**.
-1. Enter the customer's **Name**.
-1. Map the customer to a **Consumer**, **Application**, or **Subject** to ensure their usage is attributed correctly.
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers
+method: POST
+status_code: 201
+body:
+  name: Acme Inc
+  key: acme-inc
+  usage_attribution:
+    subject_keys:
+      - acme-inc
+capture:
+  - variable: CUSTOMER_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Start a subscription
 
 Subscriptions link customers to a pricing model and track their usage against rate cards.
-
-1. On the customer's details page, click the **Subscriptions** tab.
-1. Add a new subscription and select the credits-only plan you created.
-1. Choose the start date and finalize the subscription.
+Setting `settlement_mode: credit_only` ensures all usage is settled against the customer's credit balance.
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/subscriptions
+method: POST
+status_code: 201
+body:
+  customer:
+    id: $CUSTOMER_ID
+  plan:
+    key: credits_plan
+  settlement_mode: credit_only
+capture:
+  - variable: SUBSCRIPTION_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Grant prepaid credits
 
 Prepaid credits burn down as the customer incurs usage.
 Issue a grant directly to the customer's balance.
 
-1. On the customer's page, click the **Credits** tab.
-1. Click **Grant Credits** and select **New credit grant**.
-1. In the **Grant** section, enter the **Credit amount**.
-1. In the **Charge** section, select **Promotional / Free** as the charge type.
-1. Set the **Credit availability** to **Available immediately on grant**.
-1. Optionally, expand **Policies** to set a **Credit draw-down order** to control consumption priority if this customer has multiple grants.
-1. Click **Next** to review the **Grant Summary**.
-1. Click **Grant credits** to finalize.
-
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers/$CUSTOMER_ID/credits/grants
+method: POST
+status_code: 201
+body:
+  name: Initial credit grant
+  currency: USD
+  amount: "100"
+  funding_method: none
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Setting `funding_method: none` issues the grant as promotional/free credits with no charge.
 A `funded` movement is recorded in the customer's transaction history and their settled balance increases immediately.
 
 ## Monitor the credit ledger
 
 After the grant is issued, the customer's available balance reflects the new credits.
-Because this customer is on a `credit_only` plan, metered usage automatically deducts from this balance.
+Because this customer is on a `credit_only` subscription, metered usage automatically deducts from this balance.
 
-1. On the customer's page, click the **Credits** tab.
-1. Click **Transaction History**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers/$CUSTOMER_ID/credits/transactions
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
-You'll see:
+The response includes:
 
 * A `funded` movement with a positive amount for the grant you issued.
 * `consumed` movements with negative amounts as usage charges are applied.
diff --git a/app/_how-tos/gateway/get-started-with-metering-and-billing.md b/app/_how-tos/metering-and-billing/get-started.md
similarity index 77%
rename from app/_how-tos/gateway/get-started-with-metering-and-billing.md
rename to app/_how-tos/metering-and-billing/get-started.md
index 4f8c15b4e7b..1e596f70382 100644
--- a/app/_how-tos/gateway/get-started-with-metering-and-billing.md
+++ b/app/_how-tos/metering-and-billing/get-started.md
@@ -211,17 +211,26 @@ Features are customer-facing, and show up on the invoice for paid plans. Feature
 
 In this guide, you'll create a feature for the `example-service` you created in the prerequisites.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click **Create Feature**.
-1. In the **Name** field, enter `example-service`.
-1. From the **Meter** dropdown menu, select "API requests".
-1. Click **Add group by filter**.
-   The group by filter ensures you only bill for traffic to `example-service`, not all {{site.base_gateway}} traffic. This lets you offer different pricing for different APIs.
-1. From the **Group by** dropdown menu, select "service_name".
-1. From the **Operator** dropdown menu, select "Equals".
-1. In the **Value** dropdown menu, enter "example-service".
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/features
+method: POST
+status_code: 201
+body:
+  name: example-service
+  key: example_service
+  meter:
+    key: api_requests_total
+    filters:
+      service_name: example-service
+capture:
+  - variable: FEATURE_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+The `meter.filters` field ensures you only bill for traffic to `example-service`, not all {{site.base_gateway}} traffic.
+This lets you offer different pricing for different APIs.
 
 ## Create a Premium plan
 
@@ -229,42 +238,87 @@ Plans are the core building blocks of your product catalog. They are a collectio
 
 A rate card describes price and usage limits or access control for a feature or item. Rate cards are made up of the associated feature, price, and optional usage limits or access control for the feature, called entitlements.
 
-In this section, you'll create a Premium plan that grants paying customers access to the `example-service` at a rate of 5,000 requests per month:
-
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click the **Plans** tab.
-1. Click **Create Plan**.
-1. In the **Name** field, enter `Premium`.
-1. In the **Billing cadence** dropdown menu, select "1 month".
-1. Click **Save**.
-1. Click **Add Rate Card**.
-1. From the **Feature** dropdown menu, select "example-service".
-1. Click **Next Step**.
-1. From the **Pricing model** dropdown menu, select "Usage based".
-1. In the **Price per unit** field, enter `1`.
-1. Click **Next Step**.
-1. Click **Save Rate Card**.
-1. Click **Publish Plan**.
+In this section, you'll create a Premium plan that grants paying customers access to the `example-service` at a rate of 5,000 requests per month.
+
+First, create the plan with a rate card:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans
+method: POST
+status_code: 201
+body:
+  name: Premium
+  key: premium
+  currency: USD
+  billing_cadence: P1M
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: example-service
+          key: example_service
+          feature:
+            id: $FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+capture:
+  - variable: PLAN_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then publish the plan to make it available for subscriptions:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/$PLAN_ID/publish
+method: POST
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Start a subscription
 
 Customers are the entities who pay for the consumption. In many cases, it's equal to your Consumer. Here you are going to create a customer and map our Consumer to it.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Create Customer**.
-1. In the **Name** field, enter `Kong Air`.
-1. In the **Key** field, enter `kong-air`.
-1. In the **Include usage from** dropdown, select "kong-air".
-1. Click **Save**.
-1. Click the **Subscriptions** tab.
-1. Click **Create a Subscription**.
-1. From the **Subscribed Plan** dropdown, select "Premium".
-1. Click **Next Step**.
-1. Click **Start Subscription**.
-
-<!--Note: Want to delete a customer? Cancel their subscription first and then you can delete them.-->
+First, create the customer and link it to the `kong-air` Consumer:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers
+method: POST
+status_code: 201
+body:
+  name: Kong Air
+  key: kong-air
+  usage_attribution:
+    subject_keys:
+      - kong-air
+capture:
+  - variable: CUSTOMER_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then start a subscription to the Premium plan:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/subscriptions
+method: POST
+status_code: 201
+body:
+  customer:
+    id: $CUSTOMER_ID
+  plan:
+    key: premium
+{% endkonnect_api_request %}
+<!--vale on-->
+
+{:.info}
+> Note: Want to delete a customer? Cancel their subscription first and then you can delete them.
 
 ## Validate
 
@@ -280,16 +334,21 @@ done
 ```
 <!--vale on-->
 
-This will generate six requests. Now, check the invoice that was created in {{site.metering_and_billing}}:
+This will generate six requests. Now check the usage charges:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers/$CUSTOMER_ID/charges?expand[]=real_time_usage
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
+
+The response includes a usage-based charge for `example-service` with a `real_time_usage` quantity of `6`.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click the **Invoices** tab.
-1. Click **Kong Air**.
-1. Click the **Invoicing** tab.
-1. Click **Preview Invoice**.
+To preview the full formatted invoice, go to **{{site.metering_and_billing}}** > **Billing** > **Kong Air** > **Invoicing** > **Preview Invoice** in the {{site.konnect_short_name}} UI.
 
-You'll see in Lines that `example-service` is listed and was used six times. In this guide, you're using the sandbox for invoices. To deploy your subscription in production, configure a payments integration in **{{site.metering_and_billing}}** > **Settings**.
+In this guide, you're using the sandbox for invoices. To deploy your subscription in production, configure a payments integration in **{{site.metering_and_billing}}** > **Settings**.
 
 {:.info}
 > **Entitlement enforcement:** {{site.base_gateway}} does not automatically block traffic when a customer's entitlement is exhausted. To enforce limits, set up a webhook notification rule and cut off access in your own infrastructure. See [Enforcing entitlements](/metering-and-billing/entitlements/#entitlement-enforcement) for details.
\ No newline at end of file
diff --git a/app/_how-tos/metering-and-billing/meter-and-bill-active-users.md b/app/_how-tos/metering-and-billing/meter-and-bill-active-users.md
index 993575b75e3..803ec0c49c1 100644
--- a/app/_how-tos/metering-and-billing/meter-and-bill-active-users.md
+++ b/app/_how-tos/metering-and-billing/meter-and-bill-active-users.md
@@ -76,14 +76,20 @@ In {{site.metering_and_billing}}, [meters](/metering-and-billing/metering/) trac
 For per-seat billing, you'll create a generic meter using the `UNIQUE_COUNT` aggregation. 
 This counts the number of distinct `user_id` values seen within the billing period, so if the same user is active multiple times, they're only counted once.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. Click **Create Meter**.
-1. In the **Name** field, enter `Active users total`.
-1. In the **Description** field, enter `Active Users`.
-1. In the **Event Type Filter** field, enter `user_activity`.
-1. From the **Aggregation** dropdown menu, select "UNIQUE COUNT".
-1. In the **Value property** field, enter `$.user_id`.
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/meters
+method: POST
+status_code: 201
+body:
+  name: Active users total
+  key: active_users_total
+  description: Active Users
+  event_type: user_activity
+  aggregation: UNIQUE_COUNT
+  value_property: $.user_id
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Create a feature
 
@@ -91,12 +97,21 @@ Meters collect raw usage data, but [features](/metering-and-billing/product-cata
 Without a feature, usage is tracked but not invoiced. 
 Now that you're metering active users, you need to associate that meter with a named, customer-facing feature.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click **Create Feature**.
-1. In the **Name** field, enter `active-users`.
-1. From the **Meter** dropdown menu, select "Active users total".
-1. Click **Save**.
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/features
+method: POST
+status_code: 201
+body:
+  name: active-users
+  key: active_users
+  meter:
+    key: active_users_total
+capture:
+  - variable: FEATURE_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Create a plan and rate card
 
@@ -107,48 +122,91 @@ Plans can be assigned to customers by starting a subscription.
 A [rate card](/metering-and-billing/product-catalog/#rate-cards) describes the price and usage limits or access control for a feature. 
 Rate cards are made up of the associated feature, price, and optional entitlements.
 
-In this section, you'll create a Per-Seat plan that charges customers $1 per active user per month:
-
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Product Catalog**.
-1. Click the **Plans** tab.
-1. Click **Create Plan**.
-1. In the **Name** field, enter `Per-Seat`.
-1. From the **Billing cadence** dropdown menu, select **1 month**.
-1. Click **Save**.
-1. Click **Add Rate Card**.
-1. From the **Feature** dropdown menu, select "active-users".
-1. Click **Next Step**.
-1. From the **Pricing model** dropdown menu, select **Usage based**.
-1. In the **Price per unit** field, enter `1`.
-
-   {:.info}
-   > We're using $1 here to make it easy to see invoice amount changes in the customer invoice. 
-   > Change this price in a production instance to match your own pricing model.
-1. Click **Next Step**.
-1. Select **Boolean**.
-1. Click **Save Rate Card**.
-1. Click **Publish Plan**.
-1. Click **Publish**.
+In this section, you'll create a Per-Seat plan that charges customers $1 per active user per month.
+
+First, create the plan with a rate card:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans
+method: POST
+status_code: 201
+body:
+  name: Per-Seat
+  key: per_seat
+  currency: USD
+  billing_cadence: P1M
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: active-users
+          key: active_users
+          feature:
+            id: $FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+          entitlement:
+            type: boolean
+capture:
+  - variable: PLAN_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+{:.info}
+> **Note:** We're using $1 here to make it easy to see invoice amount changes in the customer invoice.
+> Change this price in a production instance to match your own pricing model.
+
+Then publish the plan to make it available for subscriptions:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/$PLAN_ID/publish
+method: POST
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Start a subscription
 
 [Customers](/metering-and-billing/customer/) are the entities that pay for consumption. Here you'll create a customer and [subscribe](/metering-and-billing/subscriptions/) them to the Per-Seat plan.
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Create Customer**.
-1. In the **Name** field, enter `Acme Inc`.
-1. In the **Key** field, enter `acme-inc`.
-
-   This value links incoming usage events to this customer. 
-   Events with `"subject": "acme-inc"` will be attributed to Acme Inc.
-1. Click **Save**.
-1. Click the **Subscription** tab.
-1. Click **Create a Subscription**.
-1. From the **Subscribed Plan** dropdown, select `Per-Seat`.
-1. Click **Next Step**.
-1. Click **Start Subscription**.
+First, create the customer.
+The `key` field links incoming usage events to this customer: events with `"subject": "acme-inc"` will be attributed to Acme Inc.
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers
+method: POST
+status_code: 201
+body:
+  name: Acme Inc
+  key: acme-inc
+  usage_attribution:
+    subject_keys:
+      - acme-inc
+capture:
+  - variable: CUSTOMER_ID
+    jq: ".id"
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then start a subscription to the Per-Seat plan:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/subscriptions
+method: POST
+status_code: 201
+body:
+  customer:
+    id: $CUSTOMER_ID
+  plan:
+    key: per_seat
+{% endkonnect_api_request %}
+<!--vale on-->
 
 ## Validate
 
@@ -261,15 +319,19 @@ body:
 {% endcapture %}
 {{ alice2 | indent: 3 }}
 
-Even though four events were sent, the meter counted only three unique users. Now check the invoice:
+Even though four events were sent, the meter counted only three unique users. Now check the usage charges:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/customers/$CUSTOMER_ID/charges?expand[]=real_time_usage
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
 
-1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
-1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
-1. Click **Acme Inc**.
-1. Click the **Invoicing** tab.
-1. Click **Preview Invoice**.
+The response includes a usage-based charge for `active-users` with a `real_time_usage` quantity of `3`, reflecting three unique active users.
 
-You'll see `active-users` listed in Lines with a quantity of `3`, reflecting three unique active users. 
+To preview the full formatted invoice, go to **{{site.metering_and_billing}}** > **Billing** > **Acme Inc** > **Invoicing** > **Preview Invoice** in the {{site.konnect_short_name}} UI.
 
 In this guide, you're using the sandbox for invoices. 
 To deploy your subscription in production, configure a payments integration in **{{site.metering_and_billing}}** > **Settings**, like [Stripe](/metering-and-billing/stripe-integration/).
diff --git a/app/_includes/prereqs/metering-and-billing-meter-feature-credits.md b/app/_includes/prereqs/metering-and-billing-meter-feature-credits.md
new file mode 100644
index 00000000000..a5250290cde
--- /dev/null
+++ b/app/_includes/prereqs/metering-and-billing-meter-feature-credits.md
@@ -0,0 +1,34 @@
+Create a meter to count events and a feature to make that usage billable.
+
+1. Create a meter:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/meters
+   method: POST
+   status_code: 201
+   body:
+     name: API requests total
+     key: api_requests_total
+     event_type: request
+     aggregation: COUNT
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Create a feature linked to the meter:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/features
+   method: POST
+   status_code: 201
+   body:
+     name: API requests
+     key: api_requests
+     meter:
+       key: api_requests_total
+   capture:
+     - variable: FEATURE_ID
+       jq: ".id"
+   {% endkonnect_api_request %}
+   <!--vale on-->
diff --git a/app/_includes/prereqs/metering-and-billing-plan-subscription.md b/app/_includes/prereqs/metering-and-billing-plan-subscription.md
new file mode 100644
index 00000000000..c57ff375549
--- /dev/null
+++ b/app/_includes/prereqs/metering-and-billing-plan-subscription.md
@@ -0,0 +1,112 @@
+Create the entities you'll apply tax codes to in this guide.
+
+1. Create a meter:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/meters
+   method: POST
+   status_code: 201
+   body:
+     name: API requests total
+     key: api_requests_total
+     event_type: request
+     aggregation: COUNT
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Create a feature:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/features
+   method: POST
+   status_code: 201
+   body:
+     name: API requests
+     key: api_requests
+     meter:
+       key: api_requests_total
+   capture:
+     - variable: FEATURE_ID
+       jq: ".id"
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Create a plan with a rate card:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/plans
+   method: POST
+   status_code: 201
+   body:
+     name: Example Plan
+     key: example_plan
+     currency: USD
+     billing_cadence: P1M
+     phases:
+       - name: default
+         key: default
+         rate_cards:
+           - name: API requests
+             key: api_requests
+             feature:
+               id: $FEATURE_ID
+             price:
+               type: unit
+               amount: "1"
+             entitlement:
+               type: boolean
+   capture:
+     - variable: PLAN_ID
+       jq: ".id"
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Publish the plan:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/plans/$PLAN_ID/publish
+   method: POST
+   status_code: 200
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Create a customer:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/customers
+   method: POST
+   status_code: 201
+   body:
+     name: Acme Inc
+     key: acme-inc
+     usage_attribution:
+       subject_keys:
+         - acme-inc
+   capture:
+     - variable: CUSTOMER_ID
+       jq: ".id"
+   {% endkonnect_api_request %}
+   <!--vale on-->
+
+1. Start a subscription:
+
+   <!--vale off-->
+   {% konnect_api_request %}
+   url: /v3/openmeter/subscriptions
+   method: POST
+   status_code: 201
+   body:
+     customer:
+       id: $CUSTOMER_ID
+     plan:
+       key: example_plan
+   capture:
+     - variable: SUBSCRIPTION_ID
+       jq: ".id"
+   {% endkonnect_api_request %}
+   <!--vale on-->
diff --git a/app/metering-and-billing/customer.md b/app/metering-and-billing/customer.md
index 2a3b8a1f331..95cf9252c61 100644
--- a/app/metering-and-billing/customer.md
+++ b/app/metering-and-billing/customer.md
@@ -140,29 +140,27 @@ To create a customer in {{site.konnect_short_name}}, do the following:
 {% endnavtab %}
 {% navtab "Subject" %}
 
-{:.warning}
-> **Important:** During the billing beta, customers are limited to **one subject**. Support for multiple subjects will be available in the future.
-
-Subjects are created when you create the customer. To create a customer associated with a subject, send a `POST` request to the `/openmeter/customers` endpoint:
+Subjects are created when you create the customer.
+To create a customer associated with a subject:
 
 <!--vale off-->
 {% konnect_api_request %}
 url: /v3/openmeter/customers
-status_code: 201
 method: POST
+status_code: 201
 body:
-    name: "ACME Inc."
-    key: "019ae40f-4258-7f15-9491-842f42a7d6ac"
-    usageAttribution:
-      subjectKeys:
-      - "YOUR-SUBJECT-KEY"
+  name: ACME Inc.
+  key: acme-inc
+  usage_attribution:
+    subject_keys:
+      - YOUR-SUBJECT-KEY
 {% endkonnect_api_request %}
 <!--vale on-->
 
-Replace `$KONNECT_TOKEN` with your [{{site.konnect_short_name}} personal or system access token](/konnect-api/#system-accounts-and-access-tokens) and `YOUR-SUBJECT-KEY` with the subject key from events that are associated with the customer.
+Replace `YOUR-SUBJECT-KEY` with the subject key from events that you want to attribute to this customer.
 
 {:.info}
-> {{site.konnect_short_name}} {{site.metering_and_billing}} will also automatically create a subject for you when you ingest an usage event for a new subject.
+> **Note:** {{site.metering_and_billing}} also automatically creates a subject when you ingest a usage event for a new subject.
 
 {% endnavtab %}
 {% endnavtabs %}
diff --git a/app/metering-and-billing/product-catalog.md b/app/metering-and-billing/product-catalog.md
index c4ae8bb8699..f2369052787 100644
--- a/app/metering-and-billing/product-catalog.md
+++ b/app/metering-and-billing/product-catalog.md
@@ -190,6 +190,44 @@ rows:
     description: "The token type (for example, `input`, `output`, `cache_read`, `reasoning`). Static sets a fixed value, dynamic reads from a meter group-by dimension."
 {% endtable %}
 
+### Create a feature
+
+To create a feature in {{site.konnect_short_name}}, do the following:
+
+{% navtabs "create-feature" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Metering**.
+1. Click the **Features** tab.
+1. Click **Create Feature**.
+1. Fill in the feature name and key.
+1. Optionally, select a meter to associate with the feature.
+1. Click **Save**.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/features
+method: POST
+status_code: 201
+body:
+  name: API Requests
+  key: api_requests
+  meter:
+    key: YOUR_METER_KEY
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Replace `YOUR_METER_KEY` with the key of the meter you want to associate with the feature.
+
+For a complete tutorial, see [Meter and bill {{site.base_gateway}} API requests](/metering-and-billing/get-started/).
+
+{% endnavtab %}
+{% endnavtabs %}
+
 ### Feature configuration
 
 Features have a system-generated ID and a user-defined key. The key should be an easy-to-understand string that can be used to reference the feature in your codebase, `gpt_4_tokens` for example.
@@ -228,6 +266,69 @@ Plans can take different forms, for example:
 * 10 GB storage included
 * SAML or SSO support
 
+### Create a plan
+
+To create a plan in {{site.konnect_short_name}}, do the following:
+
+{% navtabs "create-plan" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Catalog**.
+1. Click **Create Plan**.
+1. Fill in the plan name and key.
+1. Set the currency and billing cadence.
+1. Click **Add Rate Card** and select the feature you want to price.
+1. Configure the pricing model and set your price per unit.
+1. Save the rate card.
+1. Click **Publish Plan** to make it available for subscriptions.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans
+method: POST
+status_code: 201
+body:
+  name: Example Plan
+  key: example_plan
+  currency: USD
+  billing_cadence: P1M
+  phases:
+    - name: default
+      key: default
+      rate_cards:
+        - name: API Requests
+          key: api_requests
+          feature:
+            id: YOUR_FEATURE_ID
+          price:
+            type: unit
+            amount: "1"
+          entitlement:
+            type: boolean
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Then publish the plan to make it available for subscriptions:
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/plans/{planId}/publish
+method: POST
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Replace `YOUR_FEATURE_ID` with the `id` of the feature you want to include, and `{planId}` with the `id` of the plan you created.
+
+For a complete tutorial, see [Meter and bill {{site.base_gateway}} API requests](/metering-and-billing/get-started/).
+
+{% endnavtab %}
+{% endnavtabs %}
+
 ### Rate cards
 
 Plans are built from rate cards, which determine which features a plan can access, the price, and how much of a feature they can use (called entitlements). Rate Cards define the configuration of features that subscribers will be entitled to and charged for.
diff --git a/app/metering-and-billing/subscriptions.md b/app/metering-and-billing/subscriptions.md
index cc7f6338a4f..265bd20a163 100644
--- a/app/metering-and-billing/subscriptions.md
+++ b/app/metering-and-billing/subscriptions.md
@@ -40,10 +40,47 @@ Subscriptions follow a billing cycle determined by their related [rate card](/me
 * The subscription start date, either the creation date or a specified future date.
 * The first day of the month, with usage prorated for the partial initial period.
 
-To add a subscription to a customer, navigate to **{{site.metering_and_billing}}** > **Billing**, click your customer, and then click the **Subscriptions** tab in the {{site.konnect_short_name}} UI.
-
 Active customer subscriptions can be enhanced with [add-ons](/metering-and-billing/add-ons/), which allow you to make changes to a customer's entitlements without changing the plan directly.
 
+## Start a subscription
+
+To subscribe a customer to a plan in {{site.konnect_short_name}}, do the following:
+
+{% navtabs "start-subscription" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Billing**.
+1. Click your customer.
+1. Click the **Subscription** tab.
+1. Click **Create Subscription**.
+1. Select the plan you want to assign to the customer.
+1. Click **Next**.
+1. Review the subscription details and click **Activate**.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/subscriptions
+method: POST
+status_code: 201
+body:
+  customer:
+    id: YOUR_CUSTOMER_ID
+  plan:
+    key: YOUR_PLAN_KEY
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Replace `YOUR_CUSTOMER_ID` with the `id` of the customer and `YOUR_PLAN_KEY` with the `key` of the plan you want to assign.
+
+For a complete tutorial, see [Meter and bill {{site.base_gateway}} API requests](/metering-and-billing/get-started/).
+
+{% endnavtab %}
+{% endnavtabs %}
+
 ## Change plans
 
 Changing a plan switches a customer to a completely different plan. This is equivalent to canceling the current subscription and starting a new one on the new plan, but without any interruption in service.
diff --git a/app/metering-and-billing/tax-codes.md b/app/metering-and-billing/tax-codes.md
index 68f3a701bf7..773efa038a6 100644
--- a/app/metering-and-billing/tax-codes.md
+++ b/app/metering-and-billing/tax-codes.md
@@ -95,10 +95,106 @@ rows:
 {% endtable %}
 <!--vale on-->
 
-To view your default and user-created tax codes, navigate to **Metering & Billing** > **Settings** and click the **Tax Codes** tab.
+## Manage tax codes
 
-To apply tax codes other than the default, navigate to the rate card on any plan, add-on, or customer subscription, and expand the advanced settings for the pricing model. 
-For a complete tutorial, see [Create and apply {{site.metering_and_billing}} tax codes](/how-to/configure-metering-and-billing-tax-codes/).
+### Review default tax codes
+
+{% navtabs "review-tax-codes" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Settings**.
+1. Click the **Tax Codes** tab to view system-managed and user-created tax codes and the current organization defaults.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/tax-codes
+method: GET
+status_code: 200
+{% endkonnect_api_request %}
+<!--vale on-->
+
+{% endnavtab %}
+{% endnavtabs %}
+
+### Create a tax code
+
+If none of the system-managed codes match your product category, you can create a custom tax code.
+For Stripe, the `app_mappings` value must follow the `txcd_XXXXXXXX` format.
+You can browse available values in the [Stripe Tax Code reference](https://docs.stripe.com/tax/tax-codes).
+
+{% navtabs "create-tax-code" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Settings**.
+1. Click the **Tax Codes** tab.
+1. Click **Create Tax Code**.
+1. Fill in the name, key, and optional description.
+1. Add an app mapping for your payment provider (for example, a Stripe tax code ID).
+1. Click **Save**.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/tax-codes
+method: POST
+status_code: 201
+body:
+  name: Software as a Service
+  key: saas
+  description: Tax code for SaaS products
+  app_mappings:
+    - app_type: stripe
+      tax_code: txcd_10000000
+{% endkonnect_api_request %}
+<!--vale on-->
+
+{% endnavtab %}
+{% endnavtabs %}
+
+### Set organization defaults
+
+{% navtabs "set-tax-code-default" %}
+{% navtab "UI" %}
+
+1. In the {{site.konnect_short_name}} sidebar, click **{{site.metering_and_billing}}**.
+1. In the {{site.metering_and_billing}} sidebar, click **Settings**.
+1. Click the **Tax Codes** tab.
+1. Find the tax code you want to set as default and click the **...** menu.
+1. Select **Set as invoicing default** or **Set as credit grant default**.
+
+{% endnavtab %}
+{% navtab "API" %}
+
+<!--vale off-->
+{% konnect_api_request %}
+url: /v3/openmeter/defaults/tax-codes
+method: PUT
+status_code: 200
+body:
+  invoicing_tax_code:
+    id: YOUR_TAX_CODE_ID
+{% endkonnect_api_request %}
+<!--vale on-->
+
+Replace `YOUR_TAX_CODE_ID` with the `id` of the tax code you want to set as default.
+Use `credit_grant_tax_code` instead of `invoicing_tax_code` to set the credit grant default.
+
+{:.info}
+> **Note:** Only one tax code can be set as the default per category at a time.
+> You can't delete a default tax code.
+> To delete it, first set a different code as the default, then delete the original.
+
+{% endnavtab %}
+{% endnavtabs %}
+
+For a complete tutorial including applying tax codes to rate cards, see [Create and apply {{site.metering_and_billing}} tax codes](/how-to/configure-metering-and-billing-tax-codes/).
 
 ## Fallback chain