Creating Plan Templates

This topic explains how to create Plan Templates.

Important! We strongly recommend that you review the options available for configuring Plan Templates before you attempt to create them. See Reviewing Options for Plans and Plan Templates.

To create a Plan Template:

1. Select Pricing>Plan Templates. The Plan Templates page opens.

2. In the Product drop-down, select the Product for which you want to create the new Plan Template.

3. Select Create Plan Template. The Plan Templates>Create page opens.

Warning: You must create at least one Currency for your Organization before you can create a Plan Template! If you haven't, the Create page will not open and you'll see a warning:

  • Select the Manage currencies hotlink text provided. This takes you directly to the Create page to create the Currency you want to use for the Plan Template. See Creating and Managing Currencies.

  • When you create the new Currency, you are taken directly back to the Plan Template Create page and the Currency is selected.

4. Enter the Plan Template Details:

  • Name. A descriptive name.

  • Code. Unique identifier for the Plan Template. (Optional)

    • Note that when you've entered a Name for the Plan Template, if you click in the Code field, a Code is automatically entered based on the Name you've used. You can then edit the auto-generated Code value or remove it as required.

  • Currency. Use the drop-down list to select the Currency. For example, select US Dollar.

  • Bill frequency. For example, select Monthly.

  • Bill Interval. For example, select 1 for a bill each month:

5. Enter your Standing Charge settings:

  • Standing charge. For example, enter 25.

  • Standing charge billing. If you want to override the organization-wide setting for billing either in arrears or in advance, deselect the Use organization-wide configuration check box and select the setting you want for the Plan Template.

  • Standing charge interval. For example, enter 1 for the Standing charge to be applied to each Bill.

  • Standing charge offset. For example, enter 0 to make the Standing charge be applied from the first Bill.

  • Standing charge description. Enter a custom description, which will appear in the bill line item:

Tip: Default Standing Charge Description? If you omit a custom description, then a default Standing Charge description will be shown for Bill line items- see Bill Line Items - Default Descriptions for details.

6. Enter your Minimum Spend settings:

  • Product minimum spend. For example, enter 150:

  • Minimum spend billing. If you want to override the organization-wide setting for billing either in arrears or in advance, deselect the Use organization-wide configuration check box and select the setting you want for the Plan Template.

  • Minimum spend description. Enter a description, which will appear in the bill line item:

Tip: Default Minimum Spend Description? If you omit a custom description, then a default Minimum Spend description will be shown for Bill line items- see Bill Line Items - Default Descriptions for details.

7. Add any required Custom Fields to the Plan Template. For more on Custom Fields, see Adding and Editing Custom Fields.

8. Select Create Plan Template. The Plan Template Details page opens:

9. If you want to edit the Plan Template's details, select the Edit button, make your changes, and click Update.

10. If you want to remove a Plan Template, return to the Plan Templates page and select the Delete button for the Plan Template:

A confirmation popup opens.

11. Select Yes to confirm the delete action.

Next: Creating Plans



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