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September 15, 2017 09:47
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User stories for billing
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| Personas: | |
| Travis-CI User ( manual, paid via stripe ), Support Team, Finance Team | |
| As <persona> , | |
| I want <what?> | |
| so that <why?>. | |
| As a User, | |
| I want to create/update/delete | |
| a subscription. | |
| Support: | |
| Finance: |
Maria/Support
Billing:
- Use billing to figure out who’s paying for what, when and what happened to their subscription (looking into Database )
- have they subscribed a user account, transformed into an org and then subscribed the org? https://secure.helpscout.net/conversation/404011193/57350/?folderId=30788)
Admin:
- I use Travis Admin to get information on accounts that are about to expire
Keychain:
- Add new plans to the keychain/scheduler and such
Ola/Finance:
Billing:
- Travis-billing app is not used by navy
Billomat:
- In this process, customer’s request quotes on preferred subscription, quote is generated, on agreement to quote, invoice created and sent to client.
- On receipt of invoice, payments remitted and if not collection process is triggered with reminder of overdue payments. The app in use for the manual billing is Billomat.
Stripe:
- Also check Stripe for payments ( payment from whom? )
Anna/Support:
Billing:
When I'm working on the hosted site, I don't use billing directly - but, I reference subscriptions in Stripe, and direct folks to upgrade there as needed. However, I do a lot of billing that is not part of the billing site - .org expansions and dedicated macs. This is very difficult without automated billing of some sort, and I'd love to see it happen!
Travis Customer (Stripe):
- As a customer, I want to be able to pay easily for a Travis CI plan.
- I would like to have different plan options and choose between them
- I would like to cancel my subscription
- I would like to edit my current subscription (change plan)
- I would like to edit my credit card details
- I would like to edit my personal info
- I would like to retrieve my previous invoices
- I would like to know the validity of my subscription
Dominic/support:
Billing:
- Mostly to check customer subscription information. (DB)
- Checking the customer facing billing app does not happen often.
Danish/enterprise:
Billing:
- Don’t use the billing app
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Fritz / Finance?
Billing:
Uses billing daily
For Fritz, mostly doing things by hand and cross checking with Admin, Billomat, and Bank Accounts.
For Fritz, "billing" is not just the billing app, it's also a lot of cross checking.
Tax Reports are created once a month
Uses a tool called "Repot" (??) to cross check some data.