Create a Plan

Preconditions:

1. Products must already be created and active.
2. Enable Plans must be active in Menu > Setup > Settings.

Steps:

1. Navigate to Menu > Products and Plans > Plans and Charges.
2. Click Add.

3. Populate the Basic Information section:

1. • The Plan Name is used to identify this Plan when adding it to subscriptions.
   • Use the Description field when additional information is needed.
   • Set Status to Active, to enable this Plan for use.

4. Add Charges such as Products to the Plan.

Note: Charges can be edited on the Subscription level, meaning that the price assigned to a Charge in a Plan can be changed once a Plan is attached to a Subscription. This does not change the overall price on the original Plan.

• Read more about One-Time, Recurring, or Usage based Charge Types in a Plan. 
• Read more about adding Per Unit, Volume, or Tiered priced items to a Plan. 

 

Populate Charge

1. Populate the name. This is a required field.

2. Select the Product from the drop-down menu. 

2. Enter Custom fields, when applicable. 

Charge Types

One-Time Charge:

1. Select One-Time as the Charge Type. 

2. Select the Pricing Model. 

3. Select the Charge Timing. Select Initial to indicate fees that occur at the start of a contract such as setup or initiation fees. Use Termination to specify cancellation charges when cancelled prior to the end of the term. 

4. Select the Charge Billing Date from the drop-down menu. This trigger indicates when the charge goes into effect: 

• Contract Effective Date - Date the contract becomes effective. This date may be different than the date the service started, but you could have charges configured that may become eligible to Service Start Date.
• Service Start Date - Date the first service period begins and the service starts.
• Billing Start Date - When offering a free trial, this date may be after the Service Start Date. Example: A one-month free trial starts February 1st, therefore the Billing Start Date is January 1st. The service portion before the Billing Start Date lists a charge of $0.00 and should be indicated as a Free Trial period with a 100% discount applied. 

5. Enter the List Price.

6. Refund Units on cancel - Credit Invoiced Billing Schedule Line(s) on Cancellation. When enabled, a refund is issued only if lines are invoiced. Note: When a subscription is changed such as removing charges, it is considered a cancellation.

7. Remove Lines on cancel - Delete un-invoiced Billing Schedule Line(s) on Cancellation. When enabled, only un-invoiced billing lines are deleted. Note: When a subscription is changed such as removing charges, it is considered a cancellation.

8. Save when finished. 

Recurring Charge:

When Recurring is selected as the Charge Type, the following fields are available: 

1. Select the Pricing Model. Read more about Ordway Pricing Models. 

2. Enter the List Price. The List Price entered will be charged based on the selected recurrence model from the available drop-down menu:

• Billing Period
• Day 
• Week
• Month

3. Select the Billing Period from the available drop-down menu which are retrieved from Menu > Setup > Billing > Billing Periods. 

4. Prepaid Periods - Populate the number of periods that require prepayment prior to the Contract Start Date. 

5. Billing Period Start Alignment - Configure the start and end date of the Charge period by selecting one of the following options: 

• Service Start Date - This is the simplest option that starts the billing on the Service Start Date. Example: Service starts on January 14th with a monthly billing period. Therefore, the Billing Period is January 14th to February 15th.
• Customer's Billing Cycle Day - Create service periods based on the Customer's Billing Cycle Date. Example: When the Customer's monthly Billing Cycle Day is the 1st of the Month; the first day of the billing cycle begins on the 1st. 
• Specific Day of Month - Ideal for aligning all invoices in the same service period. Example: Selecting the 1st of the Month aligns the service period with the calendar month. When a Customer starts service on any other day during the month, the first month is billed as a partial month. 

6. Billing Day - Allows the flexibility to specify the day of the month or period when the customer should be billed, regardless of the service period. This setting is used to calculate the Charge Ready Date for a billing schedule and include three options: 

• Customer's Billing Cycle Day - Create service periods based on the Customer's Billing Cycle Date. Example: When the Customer's monthly Billing Cycle Day is the 1st of the Month; the first day of the billing cycle begins on the 1st. 
• Align with Billing Period - This is the simplest option and allows the billing date to align with the billing period. For billing in Advance, the billing date is the first day of the period. For billing in Arrears, the Billing Date is the first day after the end of the period. 
• Specific Day of Month - Ideal for aligning all invoices in the same service period. Example: Selecting the 1st of the Month aligns the service period with the calendar month. When a Customer starts service on any other day during the month, the first month is billed as a partial month. 

7. Proration Rules - When proration of partial period recurring charges is enabled, you can charge a prorated amount for the first partial period. When disabled, Customer billing does not start until the first day of the first full period. This setting is also used when a contract is changed in the middle of the period. 

8. Charge Timing - Recurring charges can be billed in advance or in arrears. 

• In Advance - The Charge Ready Date as determined by the Billing day is before the billing period start date. 
• In Arrears - The Charge Ready Date as determined by the Billing day is after the billing period end date. 

9. Save when finished. 

Usage Based Charge:

When Usage Based is selected as the Charge Type, the following fields are available: 

1. Select the Pricing Model. Read more about Ordway Pricing Models. 

2. Unit of Measure - Select from the available drop-down menu. Units of Measure are managed within Menu > Setup > Billing > Manage Units of Measure. 

3. Enter the List Price for each unit of measure as recorded in the field above. 

4. Billing Day - Allows the flexibility to specify the day of the month or period when the customer should be billed, regardless of the service period. This setting is used to calculate the Charge Ready Date for a billing schedule and include three options: 

• Customer's Billing Cycle Day - Create service periods based on the Customer's Billing Cycle Date. Example: When the Customer's monthly Billing Cycle Day is the 1st of the Month; the first day of the billing cycle begins on the 1st. 
• Align with Billing Period - This is the simplest option and allows the billing date to align with the billing period. For billing in Advance, the billing date is the first day of the period. For billing in Arrears, the Billing Date is the first day after the end of the period. Recurring Charge Timing of Advance or Arrears is managed in Menu > Setup > Billing Settings.
• Specific Day of Month - Ideal for aligning all invoices in the same service period. Example: Selecting the 1st of the Month aligns the service period with the calendar month. When a Customer starts service on any other day during the month, the first month is billed as a partial month. 

5. Included Units - Enter the number of units that are included at no charge. 

6. Billing Period Frequency - Select the time frame in which usage is measured. Examples include Weekly, Monthly, Quarterly, Annually etc. Custom periods are managed within Menu > Setup > Billing Periods. 

7. Proration Rules - When proration of partial period recurring charges is enabled, you can charge a prorated amount for the first partial period. When disabled, Customer billing does not start until the first day of the first full period. This setting is also used when a contract is changed in the middle of the period. 

8. Billing Period Start Alignment - Configure the start and end date of the Charge period by selecting one of the following options: 

• Service Start Date - This is the simplest option that starts the billing on the Service Start Date. Example: Service starts on January 14th with a monthly billing period. Therefore, the Billing Period is January 14th to February 15th.
• Customer's Billing Cycle Day - Create service periods based on the Customer's Billing Cycle Date. Example: When the Customer's monthly Billing Cycle Day is the 1st of the Month; the first day of the billing cycle begins on the 1st. 
• Specific Day of Month - Ideal for aligning all invoices in the same service period. Example: Selecting the 1st of the Month aligns the service period with the calendar month. When a Customer starts service on any other day during the month, the first month is billed as a partial month. 

9. Enable Prepaid Units - Populate the number of units that require prepayment prior to the Contract Start Date. 

10. Save when finished. 

 

Pricing Models

Read more about Product Pricing Models.

Per Unit Pricing:

1. Select the Charge Type.
2. Select Per Unit from the Pricing Model.
3. Select the Charge Timing.
4. Select the Charge Billing Date from the available drop-down menu. 
5. Enter a List Price. This means that all units will be the same price per unit.

6. Refund Units on cancel - Credit Invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 

7. Remove Lines on cancel - Delete un-invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 

8. Next, click the Accounting Information tab. 

Accounting Information tab

When Use Default From Product is toggled ON, the Accounting Information is retrieved from the Product level. Toggle this setting OFF to make adjustments. 

9. Save when finished. 

Volume Pricing:

1. Select the Charge Type.
2. Select Volume from the Pricing Model.
3.  Select the Charge Billing Date from the available drop-down menu. 
4. Refund Units on cancel - Credit Invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 
5. Remove Lines on cancel - Delete un-invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 
6. Next, click the Accounting Information tab.
   

When Use Default From Product is toggled ON, the Accounting Information is retrieved from the Product level. Toggle this setting OFF to make adjustments. 

Next, click the Pricing Tiers tab. 

Pricing Tiers tab

Populate the number of units and the Price and adjust the Type from the available drop-down menu.

Click +Add Row to create an additional tier of volume based pricing. Additional pricing tiers are  independent of each other.

Save when finished.

Tiered Pricing:

1. Select the Charge Type.
2. Select Tiered from the Pricing Model.
3. Select the Charge Timing.
4. Enter a List Price. 
5. Select the Charge Billing Date from the available drop-down menu. 
6. Refund Units on cancel - Credit Invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 
7. Remove Lines on cancel - Delete un-invoiced Billing Schedule Line(s) on Cancellation. Note: This applies to cancelling line items only, not the Subscription as a whole. 
8. Next, click the Accounting Information tab.

When Use Default From Product is toggled ON, the Accounting Information is retrieved from the Product level. Toggle this setting OFF to make adjustments. 

Next, click the Pricing Tiers tab. 

Pricing Tiers tab

Populate the number of units and the Price and adjust the Type from the available drop-down menu.

Click +Add Row to create an additional tier of volume based pricing. Additional pricing tiers are  independent of each other.

 

Save when finished.