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.

4. Enter the Plan Template details:

  • Name. A descriptive name.

  • 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. Click the arrow to open the Advanced Config panel and configure Standing charge and Minimum spend amounts.

6. 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 config 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.

7. Enter you Product 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 config 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.

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

9. Select Create Plan Template. You are returned to the Plan Templates page where your new Plan Template is listed.

Next: Creating Plans