Plans, trials and signup
Connect the customer-facing offer to supported provider configuration and application access. Define trial end behavior and the information customers need before continuing.
Services
Define the rules behind recurring billing.
Start with the billing event that creates confusion for customers or staff.
Upgrades, downgrades and timing
Review when a plan change takes effect and how the provider calculates any adjustment. Make the expected invoice and service access clear for the agreed scenario.
Renewals and payment failures
Connect provider events, retry behavior and customer messages. Define what staff can see when payment needs attention and who owns an exception.
Cancellation and access transitions
Implement the business's approved cancellation and service-end rules. Keep the customer's confirmation, provider state and application permissions aligned.
Billing portals and connected records
Review supported self-service billing options and integrations with internal reporting. Compare invoice and subscription records without making accounting decisions on the business's behalf.
Migration and repair
Map existing plans and account states before changing providers or scattered plugin logic. Use isolated cases to verify behavior and preserve an agreed recovery path.
Discuss the first billing event. For broader provider connections, see payment integration services.