Subscription Plans

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.

Plan Data

Field	Required	Description
Plan name	Y	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.

Updated 5 months ago