Plans

Plans are the foundational feature of recurring billing. This section introduces key concepts about plans and describes how to manage, create, edit, and update plans and their statuses.

What Are Plans

Plans are reusable billing templates that define the structure of recurring payments for your customers. Each plan specifies the amount, billing frequency, duration, and optional set-up fees that apply to customer subscriptions.

Plans are templates, whereas Subscriptions are the active billing agreements with customers that use those templates. You can create a plan once and use it for multiple customers.

Plan Statuses

Plans have two statuses that control their availability for creating new subscriptions:

• Active: ready for you to create new subscriptions.
• Inactive: existing subscriptions continue, but you cannot create new subscriptions.

Search and Filter Capabilities

The Plans list provides search, filter, sorting, and pagination features to help you find and manage plans:

• Search: find plans by name.
• Frequency filter: filter the list by billing frequency (All, Every day, Every week, Every month, Every quarter, Every year, or Custom).
• Status filter: filter the list by status (Active, Inactive, or All plans).
• Sorting: sort by column, toggling between ascending and descending order.
• Pagination: display 10, 20, 50, or 100 plans per page.

How Editing a Plan Affects Subscriptions

You can edit certain aspects of existing plans, but some fields have restrictions to protect existing subscriptions and maintain billing integrity.

Protecting Existing Subscriptions

Pricing fields, such as the amount and set-up fee, apply only to subscriptions created after a plan is edited:

• Current customers maintain their original pricing terms.
• New customers receive the updated pricing.
• Plans record which customers are on each version.

The billing frequency and currency of a plan cannot be changed. Different values for these fields require creating a new plan.

Best Practice

For significant changes, a new plan is preferable to editing an existing one.

Plan Life Cycle

Plans have a life cycle that includes active and inactive states. You can deactivate, reactivate, or permanently delete plans based on your business needs.

When to Deactivate a Plan

Deactivating a plan is appropriate in these situations:

• Discontinuing a product or service
• Replacing a plan with a new version
• Preventing new sign-ups temporarily

How to Use This Guide

Use these links to find the information you need:

• Get Started explains how to access Plans and create a first plan.
• Manage Plans covers viewing, searching, filtering, sorting, editing, deactivating, reactivating, and deleting plans.
• Reference provides plan field definitions, frequency options, billing cycles, and set-up fee details.