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Intermediate Certificate on pass

Plans and Entitlements

Free, Basic, Pro, feature groups, plan permissions, and limits.

3 lessons 40 min 5-question assessment 70% to pass

What you’ll learn

  • Explain the subscription billing and plans control purpose behind plans and entitlements
  • Configure tenant billing profiles, plans entitlements, and payment gateways
  • Handle payment failures, subscription downgrades, and dunning collections
  • Provide audit-ready billing histories and plans changes logs

Course content

3 lessons · 40 min of reading
01
Lesson 1 of 3 Reading 12 min

Define plans parameters

Plans and Entitlements focuses on plans configurations, managing feature groups, verifying permissions limits, and setting plan values. In AWRA, plans configuration and subscription billing controls regulate tenant feature access levels, billing cadences, and payment compliance.

The primary objective is transactional stability and feature lock enforcement. Admins must verify plans properties and limits rules before saving configurations.

In practice, a platform administrator configures the Pro plan, assigns database limits, and locks the feature groups.

Entitlement configuration path

1

Define

Name subscription tier (Free, Basic, Pro) and set billing cycle.

2

Group

Select active features (e.g. POS, Multi-warehouse) for that tier.

3

Limit

Set record limit boundaries (e.g. maximum 5 warehouse locations).

4

Publish

Lock plan definitions and sync features control rules.

Billing model

  • Tenant plans define strict feature groups and limits.
  • Subscription conversions require clear upgrade paths.
  • Failed invoice collections trigger automatic dunning cycles.
  • Always audit overrides permissions to prevent revenue leakage.
02
Lesson 2 of 3 Workshop 14 min

Assign feature permissions

The operating routine is to define subscription plan boundaries, configure feature groups, check user permissions, and enforce record limits. That sequence prevents data misalignment and ensures billing records comply with accounting guidelines.

Before finalizing actions, check tier variables, feature flags, user role mappings, record counts, and database constraints logs. These safety reviews protect billing tokens, invoice details, and client credit records.

An administrator can verify plans states, adjust billing defaults, or process custom overrides directly from the billing dashboard.

Entitlements routing table

Signal Check Action
Pro level request Verify credit card authorization state Enable Pro feature flags and update database registry
Warehouse limit hit Tenant attempts creating 6th warehouse on Basic Block warehouse creation and prompt tenant to upgrade plan
Free tier registration Validate company email address Activate Free plan and limit user seat count to 2
Custom plan request Requires owner authorization code Configure custom overrides and log exceptions

Billing decisions

  • Verify tenant tier assignments before modifying entitlements.
  • Track payment recovery status using Paystack webhook logs.
  • Enforce plan change approvals for custom enterprise quotes.
  • Manage support overrides using verified security codes.
03
Lesson 3 of 3 Practice 14 min

Enforce plans limits

Billing updates and plans adjustments should leave proof. Useful evidence includes plan configurations profiles, limit logs, feature flag settings, and upgrade triggers, which is required for financial audits and compliance checks.

Management should review billing performance: dunning success rates, churn rates, and override frequencies indicate pricing or layout optimization needs.

In practice, closure means plans are configured, feature boundaries validate, limit prompts alert users, and changes are logged.

Plans checklist

Plan details are defined
Feature flags are mapped
Record limits are verified
Upgrade triggers are active
Audit history is saved

Oversight validation

  • Confirm that change logs record plans updates.
  • Verify that payment records match Paystack tokens.
  • Validate that custom overrides are authorized by owner.
  • Ensure billing invoice PDFs reconcile with ledgers.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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