Plan and billing

This is the brand's financial view: the plan it holds, its state, usage for the current period and the invoice history. The plan grid comes from the catalogue held in the database. No price is hard-coded into the screen, which is why a plan can appear with no price at all.

#What the screen shows

• On opening, the billing state and the last 20 invoices, from the most recent to the oldest.
• With no subscription running, a message saying there is no active subscription, and the plan grid in place of the subscription cards.
• A usage card with 4 counters: NFC tags, mints, API calls and scans.
• The plan grid: price, quotas and included entitlements, read from what the catalogue returns.
• A plan with no price in the database is shown as quote-based. It shows neither a zero nor a dash.
• On the yearly cycle, the price is a monthly equivalent, labelled as billed yearly.
• The tile of the plan you already hold shows a disabled button naming it as your current plan.

#What you can do here

• Switch between the monthly and the yearly cycle, and unfold the grid to compare.
• Open the payment portal in a new tab.
• Cancel the subscription, after confirmation, or reactivate a subscription whose end was scheduled.
• Open an invoice online or download its PDF.
• Write to the sales team about a quote-based plan.

#What controls access

• The grid only shows plans still in the catalogue, plus the one you already hold even if it was withdrawn from it. Trial plans do not appear.
• The online subscription button only appears if the plan is sold self-service and a price exists for the chosen cycle. Otherwise the tile switches to a contact button.
• The monthly or yearly switch is only shown if at least one plan carries a price.
• The yearly discount is only shown if every priced plan discounts by the same rounded percentage.
• Cancelling cuts nothing off straight away. It schedules the end for the end of the current period.
• An account that reaches several brands has to name the brand it means. The server does not pick one for you.

#What the screen refuses

• Online subscription is closed by default. The server answers that plans are sold on quote and points to the sales team, before any call to the payment provider.
• A plan sold by the sales team does not go through online checkout.
• A brand that already has an active, trialing or past due subscription cannot open a second one. The server points to the payment portal.
• Opening the portal with no billing account is refused: "No billing account found. Please subscribe first."
• Cancelling with no active subscription, or reactivating with no scheduled end, is refused.
• If the catalogue cannot be read, the grid gives way to an explanation and a contact button. No stand-in figures are shown.