Overview
Plan catalogs, upgrades/downgrades with proration, and customer self‑service.
Problem
Homegrown billing struggles with proration math, seat counts, and renewal edge cases.
Solution
PayStream manages subscription lifecycles, invoices, and credit notes while exposing a portal for updates and downloads.
How it works
Define plans and items, enable trials, and choose proration mode. Customers can change plans in the portal; invoices and taxes are handled automatically with adapters.
Who is this for
Product Manager
Finance / Billing
Expected outcomes
- Accurate revenue events and fewer billing tickets
- Self‑serve plan changes and receipts
Key metrics
Billing tickets per 1k subs
18 count
6 count
Upgrade completion rate
65 %
90 %
Gallery
Downloads & templates
Case studies
AnalyticsCo simplifies upgrades
Self‑serve upgrades with prorations cut tickets by 70%.
Software Mid‑market APAC
Security impact
- Subscription and invoice metadata; tax IDs · PII: yes (billing contact)
Compliance
- VAT/OSS, US sales tax via adapters
- GDPR (data minimization)
Availability & next steps
Team
Business
Enterprise