---
id: UJ-033
title: Manage tenant subscription and cancellation
actors: [OWNER]
surface: app.zync.is/settings/plan
goal: Select a tenant plan, understand usage, and change or end the subscription without losing billing history.
trigger: OWNER opens plan settings, trial expiry prompt, or upgrade/upsell surface.
preconditions:
  - OWNER session; payment method/provider and plan catalog are available where required.
success_state: Subscription state, entitlements, billing history, and cancellation/reactivation state are consistent.
source_specs:
  - docs/specs/2026-05-30-billing-module.md
  - docs/specs/2026-05-31-billing-plans-management-ui.md
  - docs/specs/2026-05-31-zync-subscription.md
  - docs/specs/2026-05-31-subscription-cancellation-flow.md
  - docs/specs/2026-05-31-trial-expiry-conversion-ui.md
  - docs/specs/2026-05-31-upgrade-upsell-modal.md
---

## Happy path

1. OWNER opens plan page → sees current tier, trial/renewal state, usage, limits, and invoice history.
2. OWNER selects upgrade/downgrade → Zync shows effective date, price, proration/entitlement impact, and required confirmation.
3. OWNER confirms with hosted/tokenized payment when required → provider/webhook updates subscription state and entitlements.
4. OWNER chooses cancel → cancellation flow explains effective date, retained access, and data implications; explicit confirmation persists cancellation.
5. OWNER reactivates before end date when supported → subscription and module entitlements return to active state.

## Alternate and failure paths

- Payment failure, plan unavailable, quota/tier conflict, or expired trial → show blocked/limited state and recovery options; do not grant unpaid entitlements.
- Cancellation abandoned → keep current subscription unchanged.
- Cancellation effective → preserve billing history and apply downgrade/access rules at the authoritative effective time.

## Permissions and boundaries

- Subscription management is OWNER-scoped by default; ordinary ADMIN cannot manage billing unless explicitly granted.
- Tenant entitlements are distinct from system-admin plan catalog management.

## Source specs

- `docs/specs/2026-05-30-billing-module.md`
- `docs/specs/2026-05-31-billing-plans-management-ui.md`
- `docs/specs/2026-05-31-zync-subscription.md`
- `docs/specs/2026-05-31-subscription-cancellation-flow.md`
- `docs/specs/2026-05-31-trial-expiry-conversion-ui.md`
- `docs/specs/2026-05-31-upgrade-upsell-modal.md`