@cryptotaxi247 / netdata-1 / commits / 6945182b9

review the billing docs for the flow (#15014)

* review the billing docs for the flow * reviewed FAQ with feedback from Dimitris

Hugo Valente committed May 8, 2023 at 18:49 UTC 6945182b946f8cafb27037d99d41472d6221ddee
2 files changed +59 -15
docs/cloud/manage/plans.md
+4 -7
@@ -55,16 +55,13 @@ If, for a given month, your usage is over these committed nodes we will charge t
55
56 It is ok to change your mind. We allow to change your plan, billing frequency or adjust the committed nodes, on yearly plans, at any time.
57
58 -To achieve this you will need to:
58 +To achieve this you can check the [Update plan](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/view-plan-billing.md#update-plan) section.
59
60 -* Move to the Community plan, where we will cancel the current subscription and:
61 - * Issue a credit to you for the unused period, in case you are on a **yearly plan**
62 - * Charge you only for the current used period and issue a credit for the unused period related to the flat fee, in case you are on a **monthly plan**
63 -* Select the new subscription with the change that you want
64 -
65 -> ⚠️ On a move to Community (cancellation of an active subscription), please note that you will have all your notification methods configurations active **for a period of 24 hours**.
60 +> ⚠️ On a downgrade (going to a new plan with less benefits) or cancellation of an active subscription, please note that you will have all your notification methods configurations active **for a period of 24 hours**.
61 > After that, any notification methods unavailable in your new plan at that time will be automatically disabled. You can always re-enable them once you move to a paid plan that includes them.
62
63 +> ⚠️ Downgrade or cancellation may affect users in your Space. Please check what roles are available on the [each plans](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#areas-impacted-by-plans). Users with unavailable roles on the new plan will immediately have restricted access to the Space.
64 +
65 > ⚠️ Any credit given to you will be available to use on future paid subscriptions with us. It will be available until the the **end of the following year**.
66
67 ### Areas impacted by plans
docs/cloud/manage/view-plan-billing.md
+55 -8
@@ -13,11 +13,13 @@ To see your plan and billing setting you need:
13
14 ## Steps
15
16 +### View current plan and Billing options and Invoices
17 +
18 1. Click on the **Space settings** cog (located above your profile icon)
19 1. Click on the **Plan & Billing** tab
20 1. On this page you will be presented with information on your current plan, billing settings, and usage information:
21 1. At the top of the page you will see:
20 - - **Credit** amount which refers to any amount you have available to use on future invoices or subscription changes (<https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plan-changes-and-credit-balance>) - this is displayed once you have had an active paid subscription with us
22 + - **Credit** amount which refers to any amount you have available to use on future invoices or subscription changes ([Plan changes and credit balance](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plan-changes-and-credit-balance)) - this is displayed once you have had an active paid subscription with us
23 - **Billing email** the email that was specified to be linked to tha plan subscription. This is where invoices, payment, and subscription-related notifications will be sent.
24 - **Billing options and Invoices** is the link to our billing provider Customer Portal where you will be able to:
25 - See the current subscription. There will always be 2 subscriptions active for the two pricing components mentioned on [Netdata Plans documentation page](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plans)
@@ -31,19 +33,51 @@ To see your plan and billing setting you need:
33 - View your invoice history
34 1. At the middle, you'll see details on your current plan as well as means to:
35 - Upgrade or cancel your plan
34 - - View full plan details page
36 + - View **All Plans** details page
37 1. At the bottom, you will find your Usage chart that displays:
38 - Daily count - The weighted 90th percentile of the live node count during the day, taking time as the weight. If you have 30 live nodes throughout the day
39 except for a two hour peak of 44 live nodes, the daily value is 31.
40 - Period count: The 90th percentile of the daily counts for this period up to the date. The last value for the period is used as the number of nodes for the bill for that period. See more details in [running nodes and billing](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#running-nodes-and-billing) (only applicable if you are on a paid plan subscription)
41 - Committed nodes: The number of nodes committed to in the yearly plan. In case the period count is higher than the number of committed nodes, the difference is billed as overage.
42
41 -> ⚠️ At the moment, any changes to an active paid plan, upgrades, change billing frequency or committed nodes, will be a manual two-setup flow:
42 ->
43 -> 1. cancel your current subscription - move you to the Community plan
44 -> 2. chose the plan with the intended changes
45 ->
46 -> This is a temporary process that we aim to sort out soon so that it will effortless for you to do any of these actions.
43 +
44 +### Update plan
45 +
46 +1. Click on the **Space settings** cog (located above your profile icon)
47 +1. Click on the **Plan & Billing** tab
48 +1. On this page you will be presented with information on your current plan, billing settings, and usage information
49 + 1. Depending on your plan there could be shortcuts to immediately take you to change, for example, the billing frequency to **Yearly**
50 + 1. Most actions will be available under the **Change plan** link that take you to the **All plans** details page where you can
51 + 1. Downgrade or upgrade your plan
52 + 1. Change the billing frequency
53 + 1. Change committed nodes, in case you are on a Yearly plan
54 + 1. Once you chose an action to update your plan a modal will pop-up on the right with
55 + 1. Billing frequency displayed on the top right-corner
56 + 1. Committed Nodes, when applicable
57 + 1. Current billing information:
58 + - Billing email
59 + - Default payment method
60 + - Business name and VAT number, when these are applicable
61 + - Billing Address
62 + Note: Any changes to these need to done through our billing provider Customer Portal prior to confirm the checkout. You can click on the link **Change billing info and payment method** to access it.
63 + 1. Promotion code, so you can review any applied promotion or enter one you may have
64 + 1. Detailed view on Node and Space charges
65 + 1. Breakdown of:
66 + - Subscription Total
67 + - Discount from promotion codes, if applicable
68 + - credit value for Unused time from current plan, if applicable
69 + - Credit amount used from balance, if applicable
70 + - Total Before Tax
71 + - VAT rate and amount, if applicable
72 + 1. Summary of:
73 + - Total payable amount
74 + - credit adjustment value for any Remaining Unused time from current plan, if applicable
75 + - Final credit balance
76 +
77 +Notes:
78 +* Since there is an active plan you won't be redirected to our billing provider, the checkout if performed as soon as you click on **Checkout**
79 +* The change to your plan will be applied as soon as the checkout process is completed successfully
80 +* Downgrade or cancellations may have impacts on some of notification method settings or user accesses to your space, for more details please check [Plan changes and credit balance](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plan-changes-and-credit-balance)
81
82 ## FAQ
83
@@ -90,3 +124,16 @@ Every time you purchase or renew a Plan, two separate Invoices are generated:
124 You can find some further details on the [Netdata Plans page](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plans).
125
126 > ⚠️ We expect this to change to a single invoice in the future, but currently do not have a concrete timeline for when this change will happen.
127 +
128 +### 8. How is the **Total Before Tax** value calculated on plan changes?
129 +
130 +When you change your plan we will be calculating the residual before tax value you have from the _Unused time on your current plan_ in order to credit you with this value.
131 +
132 +After that, we will be performing the following calculations:
133 +
134 +1. Get the **Subscription total** (total amount to be paid for Nodes and Space)
135 +2. Deduct any Discount applicable from promotion codes
136 +3. If an amount remains, then we deduct the sum of the _Unused time on current plan_ then and the Credit amount from any existing credit balance.
137 +4. The result, if positive, is the Total Before Tax, if applicable, any sales tax (VAT or other) will apply.
138 +
139 +If the calculation of step 3 returns a negative amount then this amount will be your new customer credit balance.