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.
You can review and edit all existing plans in the Plans tile in the Settings screen.
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. |
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Updated over 3 years ago