Plan change to corrected charge
Explain changed subscription terms through proration and reviewed financial corrections.
4 stages · 2 approvals
Roles and responsibilities
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Step 1Apply accepted changes
Change NumberSubscriptionChange TypeEffective AtQuantity
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Step 2Prepare the billing interval
Run NumberSubscriptionPeriod StartPeriod End
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Step 3Review and issue billing
Run NumberSubscriptionPeriod StartPeriod End
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Step 4Approve billing corrections
Adjustment NumberSubscriptionOriginal Invoice LineNet Delta
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Apply accepted changes
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.
Prepare the billing interval
Billing Operator: Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
Approval required
Review and issue billing
Billing Manager: Review the prepared interval and issue its invoice once. Preserve the document and calculation the customer received.
Approval required
Approve billing corrections
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.
Approvals and controls
2 approvals required in this process
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Review and issue billing
Billing Manager signs · approve billing corrections waits
BillingRuns, Invoices, InvoiceLines -
Approve billing corrections
Billing Manager signs · closes the process
BillingAdjustments, BillingAdjustmentApplications, CreditNotes, CreditLines, Invoices, InvoiceLines - Preserve accepted terms and the original issued document.
- Keep missing usageTax and provider outcomes visible for resolution.
- Financial review is independent of preparation.
Explain the old credit and new charge
The subscription change identifies the accepted before and after terms and effective instant. Under actual-seconds proration, the unused fraction of the existing interval supplies separate old-plan credit and new-plan charge lines. A no-proration plan follows its own accepted rule instead.
For a halfway change from a recurring charge of one hundred to one hundred sixty, the unused old credit is fifty and the remaining new charge is eighty, a net increase of thirty before tax. Metered usage follows its own accepted rating basis and is not automatically treated as a time-based charge.
If an issued invoice is wrong, preserve it and review the corrected source against all amounts already billed. An increase produces a linked correction charge; a decrease produces credits against the actual original and earlier correction lines. Keep each source line within its remaining net and tax amounts so overlapping corrections cannot over-credit. A customer who has already paid may need a separate refund instruction; keep its approval and provider result distinct from the issued credit note.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Apply accepted changes | SubscriptionChangesSubscriptions | Apply the agreed effective change |
| 2 Prepare the billing interval | BillingRunsUsageAggregatesInvoiceLines | Freeze the billing calculation |
| 3 Review and issue billing | BillingRunsInvoicesInvoiceLines | Issue the approved invoice once |
| 4 Approve billing corrections | BillingAdjustmentsBillingAdjustmentApplicationsCreditNotesCreditLinesInvoicesInvoiceLines | Issue the supported positive charge or negative credit |
Process reports
All reportsSubscription Movement
Explain additions, accepted plan changes, pauses and cancellations on a consistent as-of basis.
Recurring Commitment
Normalise accepted recurring commitments by currency and stated inclusion policy; this is not recognised revenue.
Invoice and Credit Register
Reconcile issued invoice net and tax amounts with approved issued line-linked credits.
Receivables Aging
Age collectible invoice balances from their agreed due dates at the selected reporting date.
Run by an agent
Agent support
Proto cannot invent customer acceptance, approve its own preparation, bypass account permissions or mark a provider request settled. Actual financial and commercial decisions remain with the configured authorised people.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› plan change to corrected charge · apply accepted changes on SubscriptionChanges, Subscriptions
✓ Billing Operator: Apply the accepted effective change and preserve its old and new terms.
› plan change to corrected charge · prepare the billing interval on BillingRuns, UsageAggregates, InvoiceLines
✓ Billing Operator: Freeze accepted terms, usage events, tier calculations, proration and tax evidence for the next invoice.
› plan change to corrected charge · review and issue billing on BillingRuns, Invoices, InvoiceLines
⏸ approval · waiting for the billing manager
# 1 more stage after approval: approve billing corrections
Other processes
3 moreAccepted plan to recurring invoice
Carry the accepted commercial version into a reviewed invoice for the agreed subscription interval.
4 stages · 2 approvals
Usage event to billed quantity
Keep event identity, aggregation and pricing connected through the issued document.
3 stages · 1 approval
Unpaid invoice to collection
Use the real invoice balance and observed provider outcome to guide collection and correction.
4 stages · 2 approvals