PRE-PAID SERVICE PLAN MANAGEMENT PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Customer Subscription Details: Fetch the active service plan and customer contact information from the Customer Data Model.
[ ] Update Plan Status to 'Processing': Update the specific Service Plan entry to reflect that a renewal or new purchase is currently being processed.
[ ] Calculate Total Invoice Amount: Sum the base plan cost, applicable taxes, and any add-on service fees.
[ ] Create Invoice Entry: Generate a new entry in the Invoices Data Model linked to the customer and the calculated amount.
[ ] Verify Payment Authorization: Assign a task to the Finance Officer to confirm that the pre-authorized payment has successfully cleared.
[ ] Check Payment Status: Retrieve the payment record from the Transactions Data Model to verify 'Success' status.
[ ] Update Invoice to 'Paid': Update the status of the previously created Invoice entry to 'Paid' once verification is complete.
[ ] Activate Service Plan: Update the Service Plan entry to change the 'Status' field from 'Pending' to 'Active' and update the 'Start Date'.
[ ] Create Service Provisioning Log: Create a new entry in the Audit Log Data Model to document the activation of the plan.
[ ] Send Activation Confirmation: Send a confirmation email to the customer containing their new plan details and receipt.
[ ] Post-Activation Quality Check: Assign a task to the Customer Success team to ensure all digital features are accessible to the user.
[ ] Calculate Monthly Recurring Revenue (MRR): Aggregate all 'Active' service plan entries to calculate the total sum of revenue for the current period.
[ ] Generate Monthly Revenue Report: Create a summary report showing the number of new pre-paid plans vs. renewals for the month.

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