How to handle billing when inviting existing paid users to a Memberstack team? Answered
Hello Memberstack community!
I have a question about teams:
I'm the team owner and I invite someone to join the team via a link. That person is already a paying user on the platform.
Will Memberstack handle the following cases automatically?
- Cancel their individual plan since they're now covered under my team plan
- Refund the remaining portion of their billing cycle
thanks
Comments
4 comments
A member can be subscribed to many plans (free and paid).
if UserA is subscribed to PlanZ and UserB invites it to PlanY, then, to make sure PlanZ gets cancelled, you will need to add a rule to the plan logic to make sure anytime anyone is subscribed to PlanC would be unsubscribed from PlanB (or any other plan).
You can learn about Plan Logics by reading this documentation
https://docs.memberstack.com/hc/en-us/articles/14084137149339-Plan-Logic
I don't think that part is handled automatically. It's a case where it involves 2 different billing process I don't see in their docs something that covers this scenario. If a user upgrades or downgrades its plan, according to their individual billing, Stripe would handle the remaining balance automatically. But I don't see a scenario where Stripe refunds the "remaining payment". Your users can manually request a refund from you https://docs.memberstack.com/hc/en-us/articles/13122263327515-Issue-a-Refund-in-Stripe
Raquel Lopez this makes sense overall. However, one thing that doesn’t seem to work is when a user already has an individual plan and then gets invited to a team plan (clicks a invite link and is automatically added to team) — their original plan doesn’t get cancelled automatically.
Can you confirm if that’s expected behavior or if I might be missing something?
attached a screenshot what happens if user with plan is added to another one
Duncan Hamra can you look into this please and let me know, need fast response.
Did you check the toggle to apply the plan rules to all team mebers?
Raquel Lopez you're amazing! This actually worked and its perfect
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