FINANCE
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe subscription.updated eventStripe
- LogicKeep only yearly-to-monthly interval changes
- ActionFetch original annual invoice and term datesStripe
- LogicCompute unused prepaid balance vs credit issued
- OutputQueue refund-credit memo to finance SlackSlack
What it does
Annual plans are prepaid, so a mid-year switch to monthly should refund the unused portion of the annual term. Stripe's default proration often doesn't credit a prepaid annual remainder correctly when the billing interval changes. This workflow detects interval downgrades, calculates the unused prepaid days against the annual amount, and queues the refund credit when Stripe under-credited.
When to use it
Use it if you sell annual prepaid plans and allow customers to move to monthly billing. This edge case is easy to miss because it only fires on interval changes, not ordinary plan swaps, and the dollar amounts owed back can be large.
How it works
- 1A Stripe subscription update event triggers the workflow.
- 2A filter keeps only changes where the billing interval went from yearly to monthly.
- 3The workflow fetches the original annual invoice and the term start/end dates.
- 4It computes the unused prepaid balance and compares it to any credit Stripe already issued.
- 5If a shortfall remains, it queues a refund-credit memo with the computed amount to the finance Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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