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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.
The system will then redirect you to the plan that it has created.

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Settings

The frequency with which invoices are sent to customers for the products or services they have used.
The timeframe of your plan.
The ability to automatically extend the contract duration for another term.
Changing the status of the plan to inactive will prevent the issuing of future invoices.
Billing cycles and invoices are triggered based on the start date given for the plan. Future or past dates can be used, and if the plan is active, the billing cycle automation flow will generate invoices accordingly.