Review my membership bills and receipts
membership · Proposed launch phase 1
Start from HomeReview as Registered user · Full workflow planned
User story
As a registered member, I want to find my own membership bills and receipts so I can understand what I have been charged for membership.
Draft requirements for review · Updated 2026-10-19
What the app should do
- Provide Membership billing history under Payments & purchases and a link from Membership settings; show an honest empty/unavailable state when billing is not connected.
- When records exist, show invoice/receipt reference, exact plan/term/amount/currency, date and payment/refund status from trusted billing records.
- Display renewal/cancellation or payment-method information only when sourced from an actual supported contract. Do not derive bills, receipts or a renewal date from local test-entitlement activation.
- Allow the owner to read past records even if current membership is free/expired, subject to retention policy. Shop orders and organization billing stay separate; failed payments do not fabricate an active entitlement.
What to check in the demo
Follow these steps from the role’s landing page through navigation and feature checks.
Begin on this account’s permitted Home. For a local review use Sign in → Try a demo account → Alex Morgan → Free Member Home. Settings belong to this same personal account; keep Professional/organization/staff authority separate.
Navigation from sign-in
- 01Open the fictional Registered user account through the connected sign-in service. Seeded Home review opens directly. Real HOL staff access and protected actions require an authenticator check.
- 02Begin at this role’s Home, open its account/workspace menu, then Profile & settings when that navigation is delivered. Follow the section named in the checks; stop if a planned destination is unavailable.
Feature checks start here
Review my membership bills and receipts · Full workflow planned
Planned follow-up. Requirements are recorded; the dedicated settings page and backend workflow are not implemented. Current navigation/editor work does not implement this outcome.
- 03From the role Home open Profile & settings → Membership or Payments & purchases → Membership billing when delivered; this is currently planned.
- 04Check that a local no-charge test membership does not display an invented bill, charge, receipt or renewal.
- 05Later compare trusted fictional billing records and owner-only receipt access when the billing integration is explicitly authorized.
Backend work for this feature
Requirements only · Backend implementation on hold
What needs to be supported
- Future membership billing records need an owner/customer mapping, plan/term/amount/currency snapshots, invoice/payment events and safe receipt references. They are distinct from D069 entitlement.
- Define trusted billing-to-access reconciliation, webhook replay/idempotence and retention before integration. An invoice status alone cannot self-grant paid access.
- No billing provider, live charge/refund, financial schema or automatic renewal implementation is authorized by the navigation/editor increment.
How to verify when implementation is approved
- Test owner isolation, local-test empty state, duplicate/late billing events and past-record access without active membership.
- Verify billing and Shop history remain distinct and protected records never appear publicly.
Before this can work
- Use an existing fictional account; keep its current role/entitlement and selected Home. No profile/preference reset is required to review requirements.
- Dev only. No real card/address/recipient data, provider setup, outbound delivery or publication is part of this review.
- HOL-D104 · Find my profile and account settings
Retains its own data/access/acceptance boundary.
- HOL-D025 · Choose a membership or change my plan
Retains its own data/access/acceptance boundary.
Connected stories
- HOL-D069 · Activate and enforce paid membership access
Related account outcome; do not infer delivery or broaden authority.
- HOL-D107 · Manage my saved payment methods
Related account outcome; do not infer delivery or broaden authority.
- HOL-D109 · Review my Shop purchases and receipts
Related account outcome; do not infer delivery or broaden authority.
- HOL-D068 · Upgrade my existing account to paid membership
Related account outcome; do not infer delivery or broaden authority.