Concept set — not yet in code. The 13 templates the billing lifecycle still needs, on the exact production v3.5 shell (email/platform/). Sample data uses real tier pricing (Pro $15/mo, Team $15/seat, 3-seat floor). Covers the self-serve dunning → pause → pay-up → reactivate arc, invoices/receipts/statements with refunds, credits, discounts and Stripe Tax lines, seat true-ups, and the nonprofit program. Once approved these move into relay-platform/src/relay/email_templates.py and get re-rendered into the platform gallery.
Trigger map — status → email
| Trigger | Status | |
|---|---|---|
| invoice.upcoming (T-3) | invoice-upcoming — renewal preview w/ line items | concept |
| invoice.paid | payment-receipt — itemized receipt (discounts, credits, tax) | concept |
| invoice.payment_failed №1 | payment-failed — first notice | shipped |
| invoice.payment_failed №2+ | payment-retry — retry count + Pay now | concept |
| last retry exhausted (T-1) | payment-final-notice — pause warning | concept |
| stripe_status → unpaid | account-paused — free-contract fallback + reactivate | concept |
| invoice.paid while unpaid/past_due | payment-recovered — plan restored | concept |
| charge.refunded | refund-issued — amount, card, timeline | concept |
| credit / commitment applied | credit-applied — source + burn-down | concept |
| monthly close (1st) | statement-ready — charges, refunds, credits, tax | concept |
| seat true-up (post-402 confirm) | seat-trueup — proration + new total | concept |
| subscription.deleted | subscription-canceled — teardown + 180d win-back | concept |
| trial T-7 / T-1 | trial-ending | shipped |
| trial lapsed | trial-expired | shipped |
| trial → paid | converted-paid | shipped |
| plan change up / down | plan-changed / plan-downgraded | shipped |
| EAP grace ending | eap-grace-ending | shipped |
| nonprofit application submitted | nonprofit-received — review timeline + verification | concept |
| nonprofit application approved | nonprofit-approved — standing discount attached | concept |
Dunning & recovery · 4 concepts
Invoices, receipts & statements · 5 concepts
Plan & seats · 2 concepts
Nonprofit program · 2 concepts