Plan Change Billing Summary
What each row in the plan-change billing summary means, including proration, included bolt-on refunds, charge-today totals, and renewal dates.
When Work Planner needs Stripe to price a plan change, it opens a billing summary popup before the change is confirmed. The same summary can also appear inside the payment popup if a card still needs to be added.
What Each Row Means
- Current plan: the package you are on now, shown with its normal recurring price.
- New plan: the package you are moving to, shown with its normal recurring price.
- Plan proration today: the time-based difference between the unused part of the current plan and the new plan for the rest of the current billing period.
- Refund lines: shown when the new plan already includes recurring bolt-ons you were previously paying for separately. These appear as credits.
- Charge today: the final amount Stripe will try to collect now after the proration and any included bolt-on credits are combined.
- Next billing date: the date the new plan renews at its regular full price.
How To Read The Totals
- Positive amount: you are paying extra now because the new plan costs more for the remaining part of the period.
- Zero amount: the plan is changing, but there is nothing to collect today.
- Negative proration or refund line: a credit is being applied because unused value from the old setup is larger than the extra cost of the new one.
Why Included Bolt-On Credits Appear
Some higher plans include features that were previously attached as recurring bolt-ons. In that situation Work Planner shows a separate refund line for the included bolt-on so you can see that you are not being charged twice for the same thing.
When To Stop And Recheck
If the charge today is not what you expected, stop before confirming and recheck which plan you clicked, whether you are still inside the current billing period, and whether the account has recurring bolt-ons that are now covered by the new package.
Related articles
- Upgrading or Changing Your Plan: the full flow around this summary.
- Adding or Updating a Payment Method: what happens when the summary appears alongside the payment popup.
- Bolt-On Billing Summary: the equivalent pricing breakdown for add-ons.