AddThisFeature

Proration Preview

Show the exact money effect of a plan change before the user confirms it.

involved Monetization

What it adds

An itemised preview of the credits, charges, tax and timing that result from switching plan, interval, or seat count.

What your agent is told to do

5
  1. 1

    Ask the billing provider for the preview. Do not reimplement proration arithmetic — the provider's rounding, day-counting and tax rules are the ones that will appear on the invoice, and yours will drift from them.

  2. 2

    Show the line items, not just a total: credit for the unused portion, charge for the new plan, tax, discounts, and what is due today versus at the next renewal.

  3. 3

    Cover seat-count changes as well as plan changes. Seat counting rules and the invite-blocking behaviour are owned by Seat Management; extend that rather than building a second seat model — this entry only prices the change it hands you.

  4. 4

    Bind every preview to the exact inputs that produced it, and re-fetch when any of them change.

  5. 5

    State plainly when the amount due today is zero and why — a blank preview reads as a broken page.

Edge cases it handles

6
  • A preview goes stale the moment quantity, plan, coupon or the clock moves past the period boundary. Expire it and re-fetch rather than charging against an old quote.
  • The result can be a credit rather than a charge. Say where that credit goes — balance or refund — because those are very different to a customer.
  • Downgrades mid-period often produce no immediate invoice at all. Show when the change takes effect instead of showing nothing.
  • Switching between monthly and annual changes the period length, not just the price. Show the new renewal date.
  • An existing credit balance can absorb the whole charge. The preview must show the balance applied and what remains.
  • Provider preview calls fail or time out. Block confirmation with an honest message; never fall back to a locally-guessed number.

Definition of done

8
  • Every preview figure comes from the billing provider's preview endpoint, not local arithmetic.
  • Credits, charges, discounts and tax are itemised separately from the total due today.
  • Changing any input invalidates the current preview before the user can confirm against it.
  • Zero-charge, credit-producing and deferred outcomes each have their own explicit copy.
  • The amount actually charged matches the previewed amount for an unchanged input set.
  • A failed preview prevents confirmation rather than showing a stale or estimated figure.
  • The feature matches the existing design system.
  • No existing functionality is broken.

Related features

How it works

  1. 1

    Copy the link

    Grab the Markdown instruction URL for this feature.

  2. 2

    Give it to your AI

    Paste it into Claude Code, Cursor, v0, Lovable — whatever you build with.

  3. 3

    It inspects, then implements

    Your agent reads your existing app first, then adds the feature to fit it.

Works with your stack

These instructions are written to adapt. They tell the agent to detect your framework, match your existing design system, and reuse what you already have — rather than assuming a particular stack.

Need it tighter than that? Customize the feature and tell it exactly what you're running.