Billing looks simple until a card fails or a customer upgrades mid month. Deciding the rules early prevents awkward surprises for you and your customers.

Decide the rules

Settle these before building.

  • Which plans exist and what each includes
  • Whether there is a free trial and how it ends
  • What happens on upgrade, downgrade and cancellation
  • What happens when a payment fails
  • Which invoices and tax details customers receive

Use a payment provider

Let a regulated payment provider store card details and take payments. Your product then handles plans and access, not card numbers.

Test the awkward cases

Try failed payments, refunds and plan changes before launch. Those are the moments that create support requests.