Manage Plans

This section describes how to use the Plans tab to view, search, filter, and sort all of your plans, and how to edit, deactivate, reactivate, or delete a plan.

View Plans

To view, search, and filter plans:

Search Plans

To search for a plan by name:

Result: Results populate in real time as you type.

Filter Plans by Frequency

To filter plans by billing frequency:

Result: Only plans that possess the selected frequency or frequencies are shown. You can check multiple frequency boxes at once.

Filter Plans by Status

To filter plans by status:

Result: Only plans that possess the selected status are shown. You can check multiple status check boxes at once.

Sort Plans

To sort plans by column:

Adjust Pagination

To change how many plans appear per page:

View Plan Details

To view a plan's information and associated subscriptions:

Result: The plan details page shows a complete plan configuration (details and status), a list of all subscriptions using this plan (customer name and next billing date), and the Actions menu options.

Edit a Plan

To modify an existing plan:

Deactivate a Plan

To deactivate a plan:

Result: The plan status changes to Inactive, and it becomes unavailable for new subscriptions.

Reactivate a Plan

To make an inactive plan available for creating new subscriptions:

Result: The plan becomes immediately available for creating new subscriptions.

Delete a Plan

Verify that the plan has no subscriptions before attempting to delete it.

To permanently delete a plan:

Result: The plan is permanently removed from the system. If the plan has any subscriptions, an error message appears. If this occurs, consider instead deactivating the plan to prevent new subscriptions while keeping existing ones.