Customers pay monthly or yearly, and every day someone has to say what they're paying for, what they can use and what happens if a payment fails. We build platforms where those answers agree.
If support staff need several tools and a spreadsheet to answer these, plan rules, billing and access have drifted apart.
A customer has used the service for months. Their card is declined at renewal. Each step below needs a decision before it needs code.
The payment provider reports the failure. The account moves into a payment-problem state that staff can see at a glance.
Decide whether the customer keeps full access, a limited version, or read-only access to their own data while it's fixed.
Set how often the provider retries, when reminders go out, and what each one asks the customer to do.
Payment arrives and access returns without a support ticket, or the period runs out and the account closes by an agreed rule.
Customers can change their own plan where your rules allow. Each change needs an agreed effect on access and on the bill: immediate or at renewal, prorated or not.
Your team needs controlled ways to grant a credit, extend a trial, honour an old price or move a customer between plans, with a record of who did it.
Trials, renewals and refunds need one policy that support staff can explain and the software can follow.
Card up front or not, what happens on the last day, and whether someone can start a second trial.
If part of the price depends on usage, decide what is counted, when, and how customers see it before the bill arrives.
For business customers the plan usually belongs to the organisation, not a person. That ties into multi-tenant design.
Invoice format, tax details such as GST, and where invoices are kept for customers to download.
Yes. We design usage tracking and billing together around the model you choose, because a usage figure the customer can't verify becomes a support problem.
Yes, if your rules allow it. We agree the effect of each change on access and billing first, then build the self-service screens so customers see the price and the start date before they confirm.
That depends on your markets, currencies and the recurring-billing features you need. We review options with you, and the provider's own charges and terms apply. How we wire payment events into your platform is described under payments and billing.
Send your pricing page or plan sheet and we'll point out the rules that still need deciding.