Plans are the basis of all subscriptions, where you specify your most common product and service packages
Plans are a subscription template or type. While each subscription can be 100% customized, each one starts with a plan. Nearly every business that offers subscription/recurring billing has a concept of a plan. Think of the various plans offered by your cable provider, mobile phone carrier, or online software; they all offer different plan levels or service levels.
Review existing plans
You can review and edit all existing plans in the Plans tile in the Settings screen.
Create a new plan
In the Settings screen, click Plans.
In the Plans screen, click New Plan in the top-right of the screen.
Enter the plan data.
Click Save in the top-right of the screen.
This is how you refer to your plan.
|Interval||Y||The period of time between when invoices are created. Options are: Daily, Weekly, Monthly, Annually, or Custom|
|Products/Services||Y||The product or service the customer is being charged for.|
|Price||Y||The amount the customer is charged.|
|Plan Code||N||Used for internal plan identification.|
|Duration||N||Changing duration to Limited Billing Cycles cancels the subscription after the specified number of invoices have been created.|
|Days of Trial||N||The trial period is a period of time after the subscription is active but no invoices have been created yet.|
|Currency||N||Change the currency of invoices created with this plan.|
|One‑Time Line Items||N||Marking an item as One Time removes this line item from any invoice created after the initial invoice.|
|Tax Line Items||N||Makes the item as Taxable. Note: This requires that a tax rate be set.|
|Notes/Terms||N||This is displayed on any invoices created with this plan. |
Back to Top
Updated almost 3 years ago