Task Flow Mickael Rutembya · Flow Atlas

Billing Portal

/billing/

Atomic steps for an authenticated owner to view invoices, payment history, and billing settings.

Task intent

What the user is trying to do

« Access billing information, review invoices, and manage payment methods. »

Entry points

ElementDestination
Dashboard Billing shortcut/billing/
Owner nav Billing/billing/
Direct URL Authenticated owner/billing/

Flow

Adjacent routes — click a node to open it.taskflow
flowchart TD A["Start: owner opens billing"] --> B["/billing/"] B --> C{"Authenticated?"} C -->|No| D["Redirect to login"] D --> E["/owner/login/"] E --> F["Load billing portal"] C -->|Yes| F F --> G["View invoices"] G --> H{"Action?"} H -->|Download| I["Download invoice PDF"] H -->|Update payment| J["Update payment method"] H -->|View history| K["Review payment history"] I --> L["End: billing reviewed"] J --> L K --> L click B "https://mickael-umt.com/billing/" "Open Billing" click E "https://mickael-umt.com/owner/login/" "Open Login" click L "https://mickael-umt.com/billing/" "Open Billing"

Step inventory

IDStepActionSystem state
S1Open portalNavigate to billingAuth check
S2LoginAuthenticate if neededSession created
S3ReviewScan invoices and historyNo state change
S4ActDownload, update, or reviewContext preserved

Flow scenario

Scenario BP1

Owner reviews monthly invoices

Trigger

  • Owner opens billing from dashboard
  • Needs to verify last month's invoices

Experience

  1. Billing portal loads with invoice list and statuses.
  2. Owner downloads PDF for accounting.
  3. Reviews payment history and updates method if needed.

Trust and safety rules

  • Billing data is confidential and owner-only.
  • Invoice PDFs are generated with audit trail.
  • Payment method updates require re-authentication.

Interaction rules

  • Pagination for large invoice sets.
  • Filters by date, status, and amount.
  • Secure payment method update flow.

Result states

StateWhat the user seesWhat happens next
LoginLogin formOwner authenticates
PortalInvoices and actionsOwner downloads or updates
UpdatedConfirmation messagePayment method saved