PRD · Self-serve plan change
Let a workspace admin move between Free, Pro, and Max without a ticket, and show the invoice impact before they confirm.
Problem
Admins email support to change plans. Finance cannot see proration before the change lands. Two of three calls named this as the reason upgrades stall.
User stories
- As an admin, I can preview the next invoice before I confirm a plan change.
- As finance, I can see who changed a plan and the proration that applied.
Acceptance criteria
- Preview matches the invoice generated within $0.01.
- Downgrades take effect at period end unless the admin opts into immediate.
Non-goals
No annual-contract self-serve. No seat-level plans in this pass.
Open
Tax on proration for EU VAT — parked. Jules to confirm with counsel.