Plan change to corrected charge

Step by step

1. Apply accepted changes Billing Operator

   Billing Operator: Apply the accepted effective change and preserve its old and new terms. Plan or quantity changes supply explicit proration evidence when that policy applies.

   • Apply the agreed effective change
   • Updates Subscription changes, Subscriptions

2. Prepare the billing interval Billing Operator

   Billing Operator: Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.

   • Freeze the billing calculation
   • Updates Billing runs, Usage aggregates, Invoice lines

3. Review and issue billing Billing Manager

   Billing Manager: Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.

   • Issue the approved invoice once
   • Updates Billing runs, Invoices, Invoice lines
   ApprovalA person approves before the work moves on.

4. Approve billing corrections Billing Manager

   Billing Manager: Review the corrected source, prior issued amounts and reserved applications, then issue the supported positive charge or negative credit once. Credits remain bounded by their actual source lines; cash refunds retain separate provider outcomes.

   • Issue the supported positive charge or negative credit
   • Updates Billing adjustments, Billing adjustment applications, Credit notes, Credit lines, Invoices, Invoice lines
   ApprovalA person approves before the work moves on.

Billing Operator

Prepare Customers, price plans, subscription changes and billing runs.

Billing Manager

Independently approve price plans, billing runs, billing adjustments, credit notes, refund requests and usage events corrections.