Manage Plans

You can search plans using these filters:

• Plan code
• Plan name
• Plan status

Only plans with an ACTIVE status can be attached to a subscription.

Prerequisites

Log in to the for your environment before completing any of the tasks on this page:

Create a Plan

A plan consists of this information:

• Plan code: generated by the Recurring Billing service (default) or assigned by the merchant.
• Plan name
• Plan description
• Plan ID: generated by the Recurring Billing service.
• Billing amount
• Currency: assigned when the plan is created.
• Billing period: the length and calendar unit of the billing frequency, which cannot exceed a 12-month period.
• Billing cycle options: indefinite, or a defined billing end period.
• Set-up fee: 0.00 if not included when the plan is created.

Follow these steps to create a plan:

1. On the left navigation panel, choose Recurring Billing.
2. Click Manage Plans. The Manage Plans page appears.
3. Click Add New Plan.
4. Enter this information:
   1. Plan code: generated automatically when not assigned by the merchant.
   2. Plan name
   3. Plan description (optional)
   4. Billing amount
   5. Currency
   6. Billing period length
   7. Billing period unit
5. Choose the billing cycle by choosing one of these options:
   • Bill indefinitely.
   • Define billing period end and enter the plan period length. The plan period unit defaults to the same length as the billing period length.
6. Enter the set-up fee (optional).
7. Click Save as Draft or Submit. The Manage Plans page appears.

View a Plan

You can search for any plan by the plan code, plan name, or plan status. You can activate, deactivate, or delete the plan on the View Plan page.

Follow these steps to view or change the status of a plan:

1. On the left navigation panel, click Recurring Billing.
2. Click Manage Plans. The Manage Plans page appears.
3. To search for plans, click Add a Filter, and then select Plan Code, Plan Name, or Plan Status.
4. Enter the exact plan code, name, or status, and press Enter. Matching search results display in the list.
5. To view the details for a plan, click the plan code. The Plan Details page appears.
6. To change the status of the plan, choose one of these options:
   • Click Activate Plan. You can activate a plan that has a DRAFT or INACTIVE status.
   • Click Deactivate Plan.
   • Click Delete Plan. You can delete a plan that has a DRAFT status or that has an ACTIVE or INACTIVE status and has never been assigned to a subscription.

Edit a Plan

Follow these steps to edit a plan:

1. On the left navigation panel, click Recurring Billing.
2. Click Manage Plans. The Manage Plans page appears.
3. Click the plan code. The Plan Details page appears.
4. Click Edit. The Edit Plan page appears.
5. Make changes to the plan.
6. Under Plan Change - Subscription Update, choose New Subscriptions Only or All (New and Existing).
7. Click Save. The Plan Details page appears.

You can edit these fields:

• Plan code
• Plan name
• Plan description
• Billing amount
• Set-up fee
• Subscription update: change the plan for all new and existing or only new subscriptions.