Create Plan

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How to create a new pricing plan

1. Begin by selecting Plans and Pricing from the menu on the left hand side, then click Create in the upper right hand corner to create a new plan.
2. Name the plan (e.g. “Premium plan”) and add a description (optional).
3. Click Add Fees to view the pricing elements menu.
4. Choose to use fixed fees, usage charges, etc. as relevant. You’ll be able to add as many of these to a single plan as you like; you just need to add them one by one.
5. For each product, enter the product name and the amount to be charged.
6. To add more items, select Add Item and fill in the required details. Each item you put in will be a line item on the invoice that is issued based on this pricing plan.
7. Define the plan setting details - start date, duration, and billing interval.

Once you have finished this process, click Save Plan and Continue (at the bottom right of the page) to save your selections.

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