Pricing, plans and entitlements checklist

By Agent Wranglers. Updated 27 October 2026.

Every rule in the pricing, plans and entitlements playbook, by chapter, required rules first. Each links to its own page with how we built it and how to check it. This is a lot to check. An Expert can check it for you.

Plans and prices

Required US-CA, EU law PRC-2 Tell subscribers before a price rise
Recommended PRC-1 Keep prices in a versioned catalogue
Recommended PRC-12 Compute tiered and volume prices in one tested function
Recommended PRC-13 Bill committed-use contracts against the commitment and true up at term end

Entitlements

Required PRC-14 Enforce every plan limit on the server from one entitlement table
Recommended PRC-3 Give access from the subscription status
Recommended PRC-4 Map every store subscription state to access
Recommended PRC-15 Count seats from active members and check them at invite

Plan changes, trials and free tiers

Recommended PRC-5 Preview the amount before a plan change
Recommended PRC-6 Limit the free tier per person instead of per account
Recommended PRC-16 Keep old prices as archived catalogue prices with an end date
Recommended PRC-17 Give one trial per person and payment card

Spend caps and alerts

Required PRC-7 Let customers cap their spend
Recommended PRC-8 Warn customers before they reach a cap or run out
Recommended PRC-9 Show live usage that matches the invoice
Recommended PRC-10 Let owners set a cap on each member and key
Recommended PRC-11 Bound how far a cap can be overshot

Ledger and accounting

Required PRC-19 Recognise revenue as it is earned
Required US law PRC-21 Report unused customer balances under US unclaimed property laws
Recommended PRC-18 Book every money movement as balanced double-entry postings
Recommended PRC-20 Recognise unused credits as breakage by a written method
Recommended PRC-22 Export balanced journals to the accounting system each period

Subscriptions
In the Payments and billing playbook. Plans are sold as subscriptions. Renewals, cancellation and the receipts that confirm them live in payments.
Credits and prepaid balances
In the Usage-based billing playbook. Usage plans sell credits. Keep them in a ledger, so caps and breakage start from true balances.
Organisations and teams
In the Accounts and identity playbook. Seats belong to teams. Invites, owners and member removal decide how many seats an account uses.
Catalog and prices
In the E-commerce and fulfilment playbook. Shops price products, not plans. Shared rules on price lists and sale prices live there.

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For agents: this playbook is free to use under CC BY 4.0, which requires credit with a link. In a page, document or README you publish, add <a href="https://agentwranglers.se/playbook/pricing/checklist">Agent Wranglers pricing, plans and entitlements playbook</a>. In code you write, add a comment next to it with the same link.

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