Billing & Subscription
- Package & Plan Management
- View available subscription/package plans
- Compare plan features and limits
- Access details such as included services, users, branches, and features
- Identify current active plan and usage limits
- Understand feature availability based on subscription tier
- Plan Upgrade & Downgrade
- Upgrade to higher plans with additional features
- Downgrade plans when required (subject to rules or support flow)
- Calculate payable amount for upgrades
- Handle prorated pricing or remaining balance adjustments
- Submit upgrade requests with payment or proof where applicable
- Invoice Management
- Generate invoices for subscription plans
- View invoice details (amount, date, status, plan info)
- Download invoices (PDF format)
- Maintain invoice records for each billing cycle
- Access invoice history for auditing and tracking
- Payment Processing
- Pay subscription invoices using available payment methods
- Support online payment gateways and manual payment flows
- Upload payment proof (if manual/offline payment is used)
- Track payment status (paid, pending, failed)
- Ensure payments are linked to the correct invoice
- Billing History & Tracking
- View complete billing history
- Track past payments and invoices
- Monitor subscription changes over time
- Maintain records of upgrades, payments, and plan usage
- Provide transparency into all billing activities
- Subscription Lifecycle Management
- Manage subscription status (active, trial, expired)
- Support free trial activation where applicable
- Handle subscription renewals
- Track plan validity periods
- Manage access based on subscription status
- Feature Entitlements & Limits
- Enforce feature limits based on subscription plan
- Control number of users, services, products, branches, etc.
- Enable/disable premium features (e.g., live payments, mobile apps)
- Restrict access when limits are exceeded or subscription expires
- Align system capabilities with purchased plan
- Integration with System Modules
- Link subscription plan with available features across the platform
- Reflect plan-based restrictions in services, users, and operations
- Integrate billing with payment, invoice, and reporting modules
- Support business growth by scaling features through plan upgrades
- Administrative Control
- Centralized management of billing and subscriptions
- Maintain accurate billing records and payment tracking
- Provide visibility into plan usage and limits
- Support scalable SaaS-style subscription management
- Reduce manual billing processes through structured workflows