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Billing Lifecycle

Why This Exists

This document defines lifecycle states for Billing Domain records.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Lifecycle clarity makes subscription, invoice, payment, trial, renewal, and cancellation states predictable and auditable.

Subscription Lifecycle

State Meaning
Draft Subscription is being prepared but not active.
Trialing Subscription is in a trial period.
Active Subscription is current and entitled.
Past Due Payment or invoice issue requires action.
Suspended Access is restricted by Billing policy.
Cancelled Subscription was cancelled.
Expired Subscription term ended without renewal.
stateDiagram-v2
    [*] --> Draft
    Draft --> Trialing
    Draft --> Active
    Trialing --> Active
    Trialing --> Expired
    Active --> PastDue
    Active --> Cancelled
    Active --> Expired
    PastDue --> Active
    PastDue --> Suspended
    Suspended --> Active
    Suspended --> Cancelled
    Cancelled --> [*]
    Expired --> [*]

Invoice Lifecycle

State Meaning
Draft Invoice is prepared but not issued.
Issued Invoice has been issued to customer.
Paid Invoice has been settled.
Overdue Invoice is past due.
Voided Invoice is cancelled before payment.
Credited Invoice has been adjusted by credit.

Payment Lifecycle

State Meaning
Pending Payment is created but not processed.
Processing Payment provider is processing.
Succeeded Payment succeeded.
Failed Payment failed.
Refunded Payment was refunded.
Disputed Payment is under dispute.

Cancellation Lifecycle

Cancellation moves from requested to approved, scheduled or immediate, effective, and archived. Historical subscription, invoice, payment, and entitlement records must remain available after cancellation.