CodeRabbit

[Self-serve] Billing.

Deprecating the dependency on our billing partner's UI, to support custom metered pricing and make it easier to modify plans and customize contracts.

Role
Lead Product Design
Duration
1 sprint (2 weeks)
Team
Customer Support, Design, COO, CFO

The problem

Issues with the current system.

Whitelabeled payment gateway UI is too restrictive

  • Difficulty implementing custom metered add-ons
  • Convoluted upgrade and downgrade workflows requiring manual intervention

Retroactive collection and updating of billing user details

Managing and adjusting contract specifications was arduous

  • Unclear calculations around the adjustments

No self-serve path

  • Sizing, capping or buying a plan required a sales conversation

The direction

Mapping the flows, the plans, and their edges.

The direction: define the user flows and edge cases first, then use them to outline the plans, tiers, paywalls, and the constraints on the limited plans.