Account and billing
Use this template to capture billing workflows and contacts.
Manage subscription
- Step name — Explain action and where to click.
- Step name — Explain action and fields to update.
- Step name — Explain action and confirmation.
Contacts
- Billing owner: Name or team.
- Finance backup: Name or team.
- Support liaison: Name or team.
Usage monitoring (optional table)
| Metric | Where to check | Recommended action |
|---|---|---|
| Metric description | Location/link | Guidance |
| Metric description | Location/link | Guidance |
| Metric description | Location/link | Guidance |
Helpful links / notes
- Link label → URL or internal doc.
- Link label → URL or internal doc.
- Link label → URL or internal doc.
Note
Use this callout for grace periods, escalation paths, or special instructions.