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Subscription and Billing

Purpose​

Control plan, invoices, payment method, and renewal policy from one owner-only billing workspace.

Prerequisites​

  • Active OWNER profile.
  • Valid payment method on file.
  • Billing permissions not delegated to manager profile.

Step-by-step​

  1. Open Payments in owner dashboard.
  2. Review active plan, renewal date, and invoice timeline.
  3. Open invoice detail when reconciling failed or disputed charges.
  4. Update payment method and confirm successful token validation.
  5. Verify renewal/cancel policy settings and save.

Decision points​

  • If payment method update fails, resolve issuer or 3DS challenge before retry.
  • If invoice is overdue, decide between immediate payment or controlled plan downgrade.
  • If manager requests billing action, redirect to owner billing workflow.

Expected result​

Billing health is current, payment method is valid, and subscription state is visible with no ambiguity.

Common mistakes​

  • Expecting manager role to execute owner-only billing actions.
  • Ignoring failed payment alerts until renewal is already impacted.