Billing and subscription management brief
Model subscription billing so customers understand charges, retain the right access, and can recover from payment problems.
SaaS and dashboards · 45 min · Advanced · 27 questions
Plans and billing
Which product features does each plan include?
Which extra features does each add-on include?
How do purchased quantities change product access?
How does account status change product access?
How should the trial begin?
How should the trial end?
Billing changes
How should the next bill change after an upgrade?
When should a downgrade change the charge?
How should seat changes affect the bill?
How should account credits be applied?
What must customers see before confirming a billing change?
Invoices
Which legal entity issues each invoice?
Which billing address belongs on the invoice?
How can customers manage their tax ID?
How are invoice numbers assigned?
Which currency appears on the invoice?
Payment failure
What access remains after a payment fails?
When should a failed payment retry?
How can customers update a failed payment method?
Who should receive a payment-failure notice?
When does support need to intervene?
Cancellation and refunds
When should a cancellation take effect?
How does non-renewal differ from immediate cancellation?
When is a customer entitled to a refund?
When is account credit more appropriate than a refund?
How can a cancelled subscription be reactivated?
How will subscription events be reconciled?
How to use this brief
Use this brief as a bank of questions for the conversation. Choose what is relevant, mark covered questions as you go, and skip anything that has already been answered.
Use this brief when...
Use when you need to model subscription billing so customers understand charges, retain the right access, and can recover from payment problems.
Best used as: Live call · Async intake
- Category
- SaaS and dashboards
- Discussion time
- 45 minutes
- Depth
- Advanced
- Last updated
- Jul 21, 2026
- Scope
- Design briefs
- Best used as
- Live callAsync intake
- Design roles
- Product designer
- Audience
- Product designersUX and UI designersProduct managersDesign leads
- Platforms
- WebPayments APISaaS
- Company type
- B2BB2CEnterprise
- Product stage
- LaunchGrowthMature product
- Tags
- saas-and-dashboardsbilling-and-subscription-managementsystems-and-platformssubscription-managementrevenue-operations