User Stories (Prime Billing)
Business stories for Prime Billing. Plain language for billing, finance, and care.
1. Define products and tariffs
As billing
I want to create products/tariffs (Internet, VoIP, TV, devices, …)
So that I can charge customers for exactly what they use.
Done when: products exist with the right type, price, and billing cycle.
2. Assign items to a contract
As billing
I want to assign products as items to a contract with start/end dates
So that each customer is charged correctly, including future-valid changes.
Done when: items appear on the contract and drive the next invoice.
3. Run monthly settlement
As billing
I want to execute a settlement run
So that all invoices and payment files are created in one pass.
Done when: invoices are generated and a SEPA XML (or gateway charge set) is produced.
4. Charge via SEPA or payment gateway
As finance
I want SEPA direct debit or card/ACH via a gateway
So that I can collect payments domestically and internationally.
Done when: the SEPA file uploads to the bank, or gateway transactions are accepted.
5. Manage multiple companies and taxes
As finance
I want several companies / accounts with their own templates and taxes
So that invoices match the legal entity and cost center.
Done when: invoices render with the correct company header/footer and tax.
6. Bill phone usage from CDRs
As billing
I want CDR-based phone charges (with OS VoIP)
So that call usage is billed accurately.
Done when: CDRs import and appear as charges on the invoice.
7. Let customers see their invoices
As care
I want customers to view/download invoices and CDRs themselves
So that fewer billing questions reach support.
Done when: invoices/CDRs are visible in Prime Customer Control.
8. Split charges across multiple payers
As billing
I want to bill more than one payer for a single contract
So that shared or third-party-funded services are invoiced to the right party.
Done when: a contract can route defined charges to separate payers on their own invoices.
9. Apply credits from rules
As billing
I want rule-based credits / discounts
So that promotions, goodwill, and corrections are applied consistently without manual line edits.
Done when: a configured rule produces the correct credit on the next invoice.
10. Report on billing results
As finance
I want billing reports on invoice counts, sums, cancellations (Stornos), and credit notes (Gutschriften)
So that I can reconcile a settlement run and report revenue.
Done when: a run can be summarized with counts and totals per category.
11. Hand billing over at go-live
As delivery
I want a clear path to load companies, accounts, and products
So that the first settlement run is correct.
Done when: setup is complete and a test settlement passes the Unit Test Protocol.