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docs(billing): document cancel at end of billing cycle - #843
Updates public billing and workflow documentation for Cancellation takes effect — plans can end subscriptions immediately (default) or at the end of the earliest or latest billing period. Covers scheduled cancellation, Keep plan, organization admin cancel from Billing, and narrative Management API behavior (cancel_at, revert cancellation).
This aligns docs with product changes shipped in Kinde (feat/plan_cancellation_timing / PR #1554). Removes outdated copy that said cancellation is portal/API-only and that there is no cancel action in the Kinde admin UI.
What changed
Primary pages
Page
Update
Cancel a subscription
Full rewrite: three cancel paths, timing table, scheduled cancel UX, org admin Cancel plan / Keep plan / Cancel now, API overview, one-time purchase rules
Create billing plans
New Cancellation takes effect under plan settings (after tax, before credit card)
One-time purchases
Immediate vs scheduled cancel in Plan changes and cancellations
Plan cancellation request workflow
Admin Billing trigger; workflow skip cases; cancellationTiming and source on sample event
Plan upgrade and downgrade policies
Immediate and scheduled cancellations — policies vs final invoice at period end
Billing FAQ
Cancellations/refunds answer
Billing concepts and terms
Plan settings bullet
The Kinde billing model
Cancels on / No invoices after on subscription cards
Cross-links
Self-serve portal (users and orgs): cancel and Keep my plan
Subscription upgrade and downgrade methods: org Cancel plan on Billing
Out of scope (intentional)
Generated Management API reference pages (OpenAPI / dist_root not regenerated in product PR)
Screenshot assets — [screenshot: …] placeholders remain for design
Test plan
Preview docs site; verify Cancel a subscription TOC and anchor links (#when-a-cancellation-takes-effect, #cancellation-takes-effect, etc.)
Spot-check internal links from FAQ, create-plans, workflow, and portal pages to cancel-plans sections
Confirm voice/tone matches adjacent billing pages
Replace screenshot placeholders when design assets are ready (follow-up PR acceptable)
Commits
4489125f — docs(billing): document cancel at end of billing cycle
Summary by CodeRabbit
Documentation
Expanded billing guidance on cancelling subscriptions through the self-service portal, an organization’s Billing page, or the Management API.
Clarified immediate and scheduled cancellation timing, including effects on access, invoices, usage charges, refunds, and one-time purchases.
Added guidance on reversing scheduled cancellations with Keep plan, configuring cancellation timing for plans, and when cancellation workflows run.
Explained when scheduled cancellation falls back to immediate cancellation and how timing applies to plan versions.
Clarified how mixed billing intervals affect renewals, proration, and final charges during scheduled cancellation.
Updated self-service portal and billing references to reflect available cancellation options.
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Walkthrough
The billing documentation describes immediate and scheduled cancellation across plan settings, customer and admin interfaces, the Management API, and cancellation workflows. It covers how cancellation timing relates to access, invoices, usage charges, refunds, and one-time purchases.
Changes
Subscription cancellation documentation
Layer / File(s)
Summary
Plan cancellation timing src/content/docs/billing/about-billing/billing-concepts-terms.mdx, src/content/docs/billing/manage-plans/create-plans.mdx, src/content/docs/billing/manage-plans/cancel-plans.mdx
The guides describe immediate, earliest-period-end, and latest-period-end cancellation. They explain how the setting applies to plan versions and when cancellation defaults to immediate.
Cancellation paths and request handling src/content/docs/billing/manage-plans/cancel-plans.mdx, src/content/docs/workflows/example-workflows/plan-cancellation-request-workflow.mdx, src/content/docs/billing/manage-subscribers/upgrade-downgrade-methods.mdx, src/content/docs/build/self-service-portal/self-serve-portal-for-*
The guides document cancellation through the self-serve portal, organization Billing page, and Management API. They also describe permissions, scheduled-cancellation controls, workflow triggers, and request fields.
kinde-oss/documentation#841: Documents plan versions and existing subscribers’ version assignments, which are also referenced by this PR’s cancellation timing guidance.
Suggested labels: improve/update docs
Suggested reviewers: marcokinde, dtoxvanilla1991
Merge Risk: Minimal · up to a4490
The cancellation guidance consistently distinguishes immediate and scheduled outcomes. No actionable issue was established; the documentation is mergeable subject to normal checks.
Pre-merge checks: 5
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Explanation
Description Check
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Title check
The title "docs(billing): document cancel at end of billing cycle" matches the main change. The PR adds documentation for the Cancellation takes effect setting, which lets a subscription cancel immedi…
Docstring Coverage
No eligible functions found in the changed files. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documentat…
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Full details: Title check
Explanation
The title "docs(billing): document cancel at end of billing cycle" matches the main change. The PR adds documentation for the Cancellation takes effect setting, which lets a subscription cancel immediately, at the earliest billing-period end, or at the latest billing-period end. The changeset covers many billing and workflow docs, and the title names the core scheduled-cancellation topic. It is a short, single-sentence title in conventional commit form, with no file lists or vague wording.
Full details: Docstring Coverage
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No eligible functions found in the changed files. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documentation-only edits and deletions within surviving functions are included; unchanged diff context and fully deleted functions are excluded. Analyzed 0 functions across 0 files. (4 skipped: 4 unsupported.)
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A rabbit reads the billing page, And finds when plans will close their stage. “Keep my plan” can stop the date, While invoices follow terms and fate. It thumps a paw and hops away, With clearer paths for every day.
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Unverified finding
We couldn't verify this from the code. It is shown for review, not as a verified issue.
The new scheduled-cancel instructions depend on the agreement DELETE response returning AGREEMENT_CANCELLATION_SCHEDULED and cancels_on in a form callers can read. That response contract is not shown by the supplied endpoint reference.
If the endpoint uses different response fields or nesting, the client can report the wrong cancellation state or omit its effective date.
This can occur when: An API client uses the documented response to distinguish a scheduled cancellation from an immediate one.
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Inline comments:
Review comments at @src/content/docs/billing/manage-plans/cancel-plans.mdx:
- Line 77: Update the scheduled-cancellation usage statement to make charges for
unpaid usage through the effective date conditional on the customer’s usage
policy, while preserving the final-invoice timing. Check and align the portal
wording in the same section so it communicates the same condition.
- Line 156: Update step 3 in the cancellation instructions to state that
`cancel_at` is sent as a query parameter, matching the Management API
operation’s request format.
Review comments at
@src/content/docs/billing/manage-subscribers/one-time-purchases.mdx:
- Line 110: Update the one-time-purchase cancellation wording in the plan-change
and billing FAQ docs to distinguish immediate from scheduled cancellation:
immediate cancellation forfeits purchases without a refund, while scheduled
cancellation forfeits them when the agreement ends. Preserve the existing
plan-change and repurchase guidance.
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Admins need the Billing page and the timing dialog in the guide so they can match the steps to what they see in Kinde. The warning callout and scheduled-cancel date wording are included so the page matches the product.
Co-authored-by: Cursor <[email protected]>
Readers following cancel, upgrade, and plan-setup steps were hitting placeholder screenshots, permission notes in the wrong place, and a few wording errors. The pages now match the product wording and show the real screens.
Co-authored-by: Cursor <[email protected]>
Unverified finding
We couldn't verify this from the code. It is shown for review, not as a verified issue.
The guide says update:billing_agreements is sufficient to schedule cancellation, but the documented operation is still DELETE; the endpoint's authorization may also require delete:billing_agreements for scheduled requests.
An integration configured with the documented scope receives an authorization failure instead of scheduling cancellation.
This can occur when: An M2M app has only update:billing_agreements and sends DELETE with cancel_at=min_period_end for an agreement with a usable future period end.
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Scheduled cancellations should only bill unpaid usage when the usage policy says so, and one-time purchases should be forfeited immediately or when the agreement ends. The cancel API step now states that cancel_at is a query parameter, matching the Management API.
Co-authored-by: Cursor <[email protected]>
The scheduled-cancel caption used {date}, which MDX runs as code, so the page never rendered and link validation failed. The placeholder now matches the other cancellation docs.
Co-authored-by: Cursor <[email protected]>
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🟡 Changes recommended
Outstanding documentation issues concern purchase expiry, unused prepaid time, supported plan changes, required portal permissions, and access after reversing a cancellation.
Updates Kinde’s billing documentation for immediate and scheduled subscription cancellation across the self-serve portal, organization admin, and Management API.
Changes:
Documents cancellation timing, scheduled cancellation, and Keep plan.
Explains effects on access, invoices, billing policies, and one-time purchases.
Updates workflow events and cross-links throughout billing and portal guides.
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Summary
Updates public billing and workflow documentation for Cancellation takes effect — plans can end subscriptions immediately (default) or at the end of the earliest or latest billing period. Covers scheduled cancellation, Keep plan, organization admin cancel from Billing, and narrative Management API behavior (
cancel_at, revert cancellation).This aligns docs with product changes shipped in Kinde (
feat/plan_cancellation_timing/ PR #1554). Removes outdated copy that said cancellation is portal/API-only and that there is no cancel action in the Kinde admin UI.What changed
Primary pages
cancellationTimingandsourceon sample eventCross-links
Out of scope (intentional)
dist_rootnot regenerated in product PR)[screenshot: …]placeholders remain for designTest plan
#when-a-cancellation-takes-effect,#cancellation-takes-effect, etc.)Commits
4489125f— docs(billing): document cancel at end of billing cycleSummary by CodeRabbit