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:

If the selected Product doesn't have any Plan Templates created for it, then you must first create a Template before you can create a Plan for the Product. The Create form settings will be grayed out and disabled and you'll see a warning with a Create new Plan Template hotlink text. Select this link to go directly to the Create Plan Template page. When you've created a Plan Template for the Product, you'll be brought straight back to the Create Plan page to proceed.
If the selected Product has Plan Templates created for it, you can proceed and create a Plan based on one of the templates.

4. Use the Plan Template drop-down to select a template. The page adjusts.

5. Enter the Plan Details:

Name. Descriptive name for Plan.
Code. Unique identifier for Plan.
- Note that when you've entered a Name for the Plan and clicked 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 as required.

If you want to change any of the settings the Plan inherits from the Plan Template, use the Standing Charge and Minimum Spend cards.

6. Enter the Standing Charge settings for your Plan:

Standing charge. You can override the value inherited from the Plan Template. If you do override the Plan Template, 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 configuration from plan template and select the setting you want for the Plan.
Standing charge description. You can enter a custom description for any Standing charge amounts, which overrides any description entered for the template and 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 the Minimum Spend settings for your Plan:

Product minimum spend. You can override the value inherited from the Plan Template. If you do override the Plan Template, the Value from template is struck through.
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 configuration 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: 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.

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

10. Select Create Plan. The Plan Details page opens:

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

12. If you want to remove a Plan, return to the Plans page and select the Delete button for the Plan:

A confirmation popup opens.

13. Select Yes to confirm the delete action.

Next: Editing Plan Templates and Plans

Creating Plans

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