Plans

Plans supporting this feature: Starter Growth Enterprise

In order to handle subscription management it is required to create plans, basically, a plan created is the subscription customers sign up for.

Access to the plans interface

In order to access the interface, click on Configurations.
Under Product Catalogue, click on Plans.

If Plans have already been created they will be displayed in this list.

Table columns of the Plans List

State	Active or Superseded or Deleted
Name	Commercial name of the plan
Handle	API name of the plan
Version	Shows the current version of the plan
Created	Creation date
Trial	Only filled out if a trial period has been set
Amount	Price per period
Billing Frequency	The frequency of billing in the plan

Filter the list

The list can be filtered by clicking on the icon.

To hide columns from the table, click on the icon.

By default the list can be filtered on the Creation Date.

Click on the drop down list Add filters to filter the table on any of the columns.

Explanation of filters of the Plans list

Show all	Filters on the Creation Date of the plans. Show all (All dates) Last day (Yesterday) Last week Last month Last 3 months Last year Custom: A Start date and an End date an be set. The displayed name of the filter changes.
Handle	Enter manually the handle of the plan. The name of the handle is added to the displayed filter name.
State	Filter by status of the plan: Active Superseded Deleted It can be filtered on one or more states.
Schedule type	Based on the choice in the Billing box (When do you want to bill?). Manual (Manual on-demand) Daily (Every day(s)) Weekly Fixedday (On a fixed day of every week(s)) Month Startdate (Every month(s) > No day set) Month Fixedday (On a fixed day of every month(s) > All days except the Last day of month) Month Last day (On a fixed day of every month(s) & Last day of month)
Partial period handling	Based on the field with the same name. Bill Prorated: Bill Prorated (Default) Bill Full: Bill for full period Bill Zero Amount: Bill a zero amount No Bill: Do not consider the partial period a billing period
Setup fee handling	Based on the Setup Fee box when the plan was created or edited. First: Include setup fee as order line on the first scheduled invoice Separate: Create a separate invoice for the setup fee Separate Conditional: Create a separate invoice for the setup fee, if the first invoice is not created in conjunction with the creation It can be filtered on one or more values.
Fixed life time unit	Months Days
Trial interval unit	Based on the Unit field of the Trial box, when a plan is edited or created. Months Days
Dunning plan handle	Allows to search for the Dunning plan linked to the plan.
Name	Search for the name of plan.
Description	Search for single words used in the description.
Setup fee text	Search for single words used in the setup fee text.
Amount	Either search for a concrete amount or switch on the Range toggle and set a minium and a maximum amount. Then click on Add filter.
Quantity	Refers to the Default Quantity. Either search for a concrete quantity or switch on the Range toggle and set a minimum and a maximum quantity. Then click on Add filter.
Fixed count
Trial interval length	Length of the trial period interval defined in the plan
Interval length	Refers to the Billing frequency. Set in the field: How often do you want to bill?
Schedule fixed day
Renewal reminder email days	Amount of days before renewal the customer receives an email informing about the renewal
Trial reminder email days	Amount of days before the end of trial the customer receives an email information about this

Create a new plan

The plan defines among others pricing, billing and contract periods. A plan is created and then added to a subscription.

Information

Define Name and Handle.
Optionally, add a Description.
Renewal Reminder Schedule: Decide if and how many days beforehand should customers be reminded about the renewal. If not defined, no renewal reminder is sent.
Default Quantity: Decide how many units the plan should include. If left empty, quantity is 1.
Dunning plan: Select a predefined dunning plan to decide what should happen if payment fails.

Pricing

Define the price, currency and VAT
- VAT: Use predefined tax settings or a certain VAT percentage.
Use the Incl.VAT switch to display net or gross price
Decide if zero amount prices are to be displayed on the invoice or not.

Billing

Decide on the frequency of billing

Every day(s): Define the number of days.
Every month(s): Define the number of months.
On a fixed day of every week:
- How often do you want to bill: Every X weeks/ month
- On which day of the month do you want to bill: Choose the week day
- Partial period handling:
  - Bill prorated: Splitting the full invoice into the amount that corresponds to the invoice period chosen.
  - Bill for full period: One invoice for the whole period.
  - Bill a zero amount: The customer will not be charged for the partial period.
  - Do not consider the partial period a billing period: e.g. the contract started in the middle of a month or a week, the first part of the contract is not considered as an invoice period. The amount that is not paid will be added to the next invoice.
- Proration setting : Only visible if Bill prorated has been chosen.
  - Full day proration: Consider only complete days.
  - By the minute proration: Start the proration from the very beginning and until the end of the contract.
On a fixed day of every month: The same configuration options are available as for “on a fixed day of every week”.
Manual on-demand: Invoices have to be created manually per customer.

Decide on the runtime of the subscription

Auto renew until cancelled: The subscription renews itself automatically and ends when the customer cancels it.
Fixed number of billing cycles: The subscription ends after the defined number of billing cycles.
Example: The subscription is to be billed every month. The subscription should end after 6 billing cycles, meaning, the subscription has a runtime of 6 months.
End on contract end: The subscription ends after the defined contract period. For this option, contract period must be defined in the Contract Terms section.

More options

Contract Terms

With contract terms, the contract period(s) and notice period can be defined.

Term	Explanation	Available for
Contract period	This is the initial duration of the subscription agreement - essentially the first commitment period when customers signs up. For example, if it is set to 12 months, the customer is locked into their subscription for that full year from the start date. This establishes the baseline commitment length for new subscribers.	Auto renew until cancelled End on contract end
Contract period (after renewal)	This defines how long each subsequent renewal period lasts after the initial contract period expires. It can be different from the original period - so while the initial contract period might be 12 months, renewals can be set for shorter (like 6 months) or longer periods. This gives flexibility to adjust commitment lengths for ongoing customers versus new sign-ups.	Auto renew until cancelled
Minimum contract period	This acts as a safety net that prevents customers from canceling and walking away immediately, even if they're outside their main contract period. If someone tries to cancel, they're still obligated to pay for at least this minimum duration. For instance, with a 1-month minimum, even if someone cancels on day one, they must pay for the full month. This protects against immediate churn and ensures some revenue recovery.	Auto renew until cancelled Fixed number of billing cycles End on contract end
Notice period	This is the required advance warning time customers must give before their subscription actually ends. If a 1-month notice period is set, when customers cancel, their subscription continues running (and billing) for another full month before termination. This gives predictable revenue runway and time to potentially retain the customer, while also allowing customers to continue using the service they've paid for during the notice window.	Auto renew until cancelled Fixed number of billing cycles End on contract end

Note
Contract Terms can be overwritten when creating a new subscription.

The timeline below shows what exactly was defined in the contract terms fields.

Examples for different contract terms:

Trial

A trial period can be set up for which customers won’t be charged.

Trial Length: Enter a number.
Unit: Select Months or Days
Optional Trial Reminder Schedule: Decide to send a trial end reminder to customers and decide how many days in advance the customer should be notfied before it ends or deactivate the reminder.

Setup Fee

A setup fee can be set.

Decide how much the setup fee should be. Depending on the VAT configuration in the Pricing box, this price is with or without VAT.
Define a name for the setup fee that is shown to the customers and visible on the invoice orderline
Choose from the following options:
- Include setup fee as order line on the first scheduled invoice
- Create a separate invoice for the setup fee
- Create a separate setup fee invoice if not billed with subscription start

Entitlements

Entitlements give customers access to perks, privileges and benefits. More information on entitlements can be found here: Entitlements

Create a new version/supersede a plan

Note
If only one of the following fields—Name, Description, VAT rate, Dunning Flow/Reminder Schedule, or Setup Fees—needs to be changed, it can be done directly in the Edit Plan interface, which opens when a plan is selected from the Plans List and then saved.
To create a new version of a plan, this chapter should be consulted.

If changes to the price, billing options, notice period, and similar settings are required, the Supersede option must be selected. Before the price is changed, a decision must be made regarding current subscribers—whether they should remain on the old price while only new subscribers receive the updated price, or whether an update should be scheduled for all current subscribers to apply the new price to them as well.

In order to supersede a plan, click again on any field of the line of the plan in the Plans List to enter the Edit Plan page.
Click on Actions > Supersede in the right-hand corner.
A new box opens on the top, asking who should be affected by the new changes?
There are two options:
- Only new subscribers: Existing subscribers will stay on the current version of the plan.
- New subscribers and existing subscribers: All existing subscribers will be moved to the new version of the plan when their current billing period ends.
Make the changes.
Click on Supersede.
A pop up opens, click on Confirm to continue.

The superseded plan gets the state “SUPERSEDED” and the new version gets the state “ACTIVE”.