Where do you get stuck with billing & accounts?

Appreciate the clear steps. The dry-run tip in particular saved me from a mistake I would not have caught otherwise.

For what it is worth, the same approach works with the PMPro adapter — the membership side is identical from here.

Great point. I had not considered the angle you raised in the second paragraph — it reframes the whole thing for me.

Following this thread closely. We are about to face the exact same decision and the replies here are gold.

Tried this on a staging copy first and it behaved exactly as described. Confident enough to roll it to production now.

We ran into the same situation last quarter. What worked for us was starting small and only adding complexity when a real need showed up.