Creating Plans

This topic explains how to create Plans.

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

To create a Plan:

1. Select Pricing>Plans. The Plans page opens.

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

3. Select Create Plan. The Create page opens with the default option to Create a new template selected.

4. Select Use an existing template. The page adjusts.

5. In the Use an existing template drop-down, select the Plan Template you want to use.

Tip: No Plan Templates Created? If you have not yet created any Plan Templates and this is the first Plan you've created, the Create a new template option will be automatically selected. When you create the new Plan, it will be saved as a Plan Template.

6. Enter the Plan details:

  • Name. Descriptive name for Plan.

  • Code. Unique identifier for Plan.

7. Enter the Standing charge settings for your Plan:

  • Standing charge. You can override the value inherited from the Plan Template. For example, enter 20. The Value from template is struck through.

  • Standing charge billing. If you want to override the template setting for billing either in arrears or in advance for Standing charges, uncheck Use config from plan template and select the setting you want for the Plan.

  • Standing charge description. You can enter a description for any Standing charge amounts, which overrides any description entered for the template and which will appear in the bill line item.

8. Enter the Product minimum spend settings for your Plan:

  • Product minimum spend. You can override the value inherited from the Plan Template. For example, enter 125.

  • Minimum spend billing. If you want to override the template setting for billing either in arrears or in advance for minimum spend amount, uncheck the Use config from plan template and select the setting you want for the Plan.

  • Minimum spend description. You can enter a description for any Minimum spend amounts, which overrides any description entered for the template and which will appear in the bill line item.

Tip: Currency Code? If you're creating a new Plan that is not based on an existing Plan Template, you'll have to enter a Currency code also.

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

10. Select Create Plan. You are returned to the Plan page where your new Plan is listed.

Next: Editing Plan Templates and Plans