Quick Reference
When You Make Changes
When Your Customer Makes Changes
Automatic Events
The Boundaries That Matter
- Interval direction determines timing first. When the interval is unchanged, the plan group’s order defines upgrade and downgrade direction, not the amount. Paid-to-free changes are always scheduled.
- The subscription stores the selected price ID. Renewal reads that row’s current catalog value.
- Current-period feature snapshots protect already-started periods from harmful feature changes while allowing beneficial changes immediately.
- Accepted Offer phases are immutable snapshots; base prices are not.
- Recovery retries the same outstanding invoice instead of creating a new sale.
Explore Each Topic
- Pricing Changes — What happens when you change your prices
- Plan Changes — Upgrades, downgrades, and switching plans
- Billing Intervals — Monthly, quarterly, and yearly billing
- Invoices — What invoices your customers receive and when
- Proration — How mid-cycle charges are calculated
- Trials — How trial periods work
- Free Plans — How free plans work
- Payment Failures — What happens when a payment fails
- Seats — How seat-based billing works