Preview plans and Stripe Sandbox billing

Workspace Owners can review planned xBoox pricing and test Stripe-hosted checkout in the development environment.

Development boundary

This workflow is a Sandbox preview. It does not collect a real payment, does not activate production billing, and does not currently restrict features according to a plan.

In dev, every new Workspace—including a user's first Workspace—must complete Sandbox Checkout before its bookkeeping records are created. There is no free trial; the separate demo system is the evaluation path.

Plans shown in the preview

• xBoox Standard: CA$6 monthly or CA$60 annually.
• xBoox Pro: CA$12 monthly or CA$120 annually.

Prices exclude any applicable taxes. Eligible first-time customers testing the Standard annual plan may enter promotion code STANDARD50 in Sandbox checkout for CA$10 off the first year. Promotion-code entry is not offered for Standard monthly or either Pro interval.

Start a Sandbox checkout

You can start from either the public Portal or the authenticated app:

1. On the Portal, choose Standard Monthly, Standard Annual, Pro Monthly, or Pro Annual. Sign in when prompted. After xBoox identifies the Workspace, it opens the matching Stripe Sandbox checkout without asking you to choose the plan again.
2. Alternatively, sign in as the Workspace Owner and open Settings > Plan & Billing. A Workspace without a current subscription shows the same four independent options.
3. Choose the card that combines the plan and billing frequency you want. That button opens the matching Stripe Sandbox checkout directly.
4. Complete the Stripe-hosted flow with a Stripe test payment method.
5. Return to Plan & Billing. xBoox immediately confirms the returned Checkout session with Stripe Sandbox, while verified webhooks continue to maintain later subscription and invoice changes.

The subscription belongs to the selected Workspace, not to every Workspace under the same sign-in.

Pay before creating a Workspace

1. Open Settings > Workspaces and select Create Workspace.
2. Select View plans and subscribe to open the Portal Plans section.
3. Choose the plan and billing frequency. The Portal preserves the new-Workspace context, returns to xBoox, and opens the matching Checkout without subscribing the current Workspace.
4. Complete Stripe Sandbox Checkout.
5. Return to xBoox. A verified webhook must confirm the purchase; the browser

success redirect alone is not sufficient.

1. xBoox automatically creates the Workspace with a sequential temporary name,

such as Untitled Workspace 1, then opens the recoverable Business Profile Wizard. The name may be kept or changed.

An abandoned or failed Checkout creates no Workspace. Each completed purchase entitlement creates exactly one Workspace. Closing the browser after payment does not discard it; server-side webhook processing and authenticated Checkout status recovery make it available on the next sign-in.

Stripe Sandbox does not require or charge a real card. Use a Stripe test card such as 4242 4242 4242 4242, any future expiry date, and any three-digit CVC. Do not enter real payment-card details into the Sandbox preview.

Manage a Sandbox subscription

Select Manage billing to open Stripe's hosted customer portal. The current Sandbox configuration supports reviewing paid invoices and payment details, scheduling cancellation at the period end, and restoring renewal before that date. A normal self-service cancellation does not produce a refund. When you return, xBoox refreshes the subscription directly from Stripe Sandbox; verified Stripe events also update the summary.

When the Workspace has a current subscription, Plan & Billing hides the four purchase cards and shows the current plan, billing frequency, status, period information, and Manage billing instead. If the subscription is cancelled or expires before completion, the four purchase options become available again.

Change plan or billing frequency

An active Workspace subscription shows a compact Change subscription panel:

• A Standard-to-Pro change that keeps the same monthly or annual frequency takes effect immediately. Stripe invoices the prorated difference and retains the current renewal date. The change is committed only when Stripe can complete the invoice update.
• A Pro-to-Standard change, or any switch between monthly and annual billing, is scheduled for the current period end. The existing plan remains active until then, with no mid-cycle refund or credit.
• A scheduled change can be withdrawn before its effective date by selecting Keep current subscription.

This keeps the normal flow simple and avoids unexpected mid-cycle billing-frequency changes.

Payment and access states

If a Sandbox payment is incomplete, past due, or unpaid, Plan & Billing marks the subscription as needing attention and directs the Owner to Manage billing. The approved production rule allows seven days of full-access payment grace from the first failed-payment timestamp. After that, the Workspace moves to authenticated read-only and export access unless billing is restored.

When paid access is eventually activated, existing Workspaces created before the paid-launch timestamp receive one 30-day migration period. After a cancellation reaches its period end or an unpaid subscription exhausts its grace period, authenticated viewing and export remain available for 90 days; the Workspace then remains locked and recoverable for the rest of one 12-month period. The cleanup operation at the end of that period is not yet implemented.

These transitions are implemented as deterministic server-side policy but remain in observe mode in dev. The paid-launch timestamp is unset, so ordinary Workspace access and plan entitlements are not currently restricted.

Important rules

• Only the Workspace Owner can view or change billing.
• Promotion codes and invitation or referral codes are separate. Referral tracking and rewards are not part of this Stripe integration.
• xBoox stores Stripe identifiers and a limited subscription summary. Card details remain with Stripe.
• There is no free trial and no automatic renewal-reminder feature in the current scope.
• Checkout collects a billing address on Stripe's hosted page. Automatic tax calculation remains disabled pending accounting and production configuration review.
• Standard and Pro entitlement checks are implemented behind a server-side enforcement flag. They remain non-blocking in dev, and production billing is still unavailable.