Plans

Introduction

Products and services must be effectively modeled in Chargebee to allow you to bill your customers. Plans, along with other entities in the system, do just that. You create plans in Chargebee, with each corresponding to a specific product or service that your customers subscribe to. Each plan includes information such as the plan's currency, pricing, billing interval, etc.

Example: You might sell an online storage solution. Some users may use the service for personal purposes, while others are business users. For example, you could create a Home Plan that provides basic features and a higher-priced Professional Plan for advanced features.

Your customers sign up for plans through subscriptions. A single customer can have multiple subscriptions associated with a single plan or multiple subscriptions with multiple plans. Each subscription has only one plan associated, but there can be multiple addons and charges.

Creating a Plan

Creating a new plan is simple. Follow these steps:

1. Log into your web interface.
2. Navigate to Product Catalog › Plans › + Create Plan.

Fill out the new plan form with all the necessary details, and you're all set.

Basic Plan Attributes

Below are some of the attributes that form important components of a plan and are defined while creating or updating a plan.

Plan Name

The Name field must be defined for a plan. It is the name used to refer to the plan on the Chargebee user interface. It's helpful to have a name that describes the attributes of the plan, such as its pricing, billing period, and currency. This helps you easily distinguish it from other plans on your site.

Instead of naming plans Plan A, Plan B, etc., it makes more sense to name them "Scale Yearly USD" or "Hustle Quarterly AUD."

The plans list page at Product Catalog > Plans is shown below:

For Leap UI:

For Classic UI:

Plan ID

The Chargebee API uses the unique 'Plan ID' not the 'Plan Name' to identify the plans on your website. The 'Plan ID' uniquely identifies the plan. When you create or update a subscription via the API from your app or website, use this ID to refer to the plan.

Here's a sample Curl API code:

Invoice Name

The Invoice Name field defines the name of the plan as it appears to customers. This name is used for the plan in invoices and quotes.

If you don't set the invoice name, the plan name is used instead.

Plan Description

A short description of the plan for the customer.

The plan description is displayed in the Portal when the Show description for all items setting is enabled. In the case of Single Page Portal, the description is displayed only on the change subscription page.

Displaying Plan Description on Invoices and Quotes

In addition to the plan name, you can display more information about your plans on your invoices and quotes PDF. By displaying the plan description, your customers can get more clarity on their subscriptions at a glance.

To display the plan description, enable the Show Plan Description in Invoices and Show Plan Description in Quotes options. After you enable these settings, the PDF format of the invoices and quotes generated for subscriptions of this plan displays the plan description in the respective line item.

Billing Attributes

Bill Every

The Bill Every field determines the period or interval for which a single cycle of the plan is valid. Consequently, this field is also referred to as the billing period or billing interval. Typically, while signing up, the customer pays for the first billing cycle and then again when the subscription to the plan renews at the end of the billing period.

Billing Cycles

The Number of Billing Cycles determines the default number of times the subscription is renewed automatically. The number set should be inclusive of the first billing cycle.

Pricing Attributes

Currency

Choose the currency that the plan will be billed in. If you do not see the desired currency listed, you may need to enable the currency in Chargebee.

Note: You can only have one currency defined for a plan in Chargebee. If you want to support multiple currencies for a plan, you must create separate plans for each currency.

Pricing Model

The price of the plan is set according to the pricing model you choose for the plan. The pricing model can be one of the following:

1. Flat Fee For plans that have a fixed recurring charge. There is no quantity associated with such plans. Watch the video below to learn about Flat Fee in detail.

2. Per Unit You may choose to sell services that are billed based on the quantity signed up for. For example, you may offer a SaaS product for $29 per user per month. The quantity here is the number of users. The customer can specify the plan quantity during sign-up through the UI or, if you are using the API, you may use the Create Subscription API call. Watch the video below to learn about Per-Unit pricing in detail.

3. Volume Here too, the price is quantity-based. However, the per unit price depends on the range within which the total quantity falls. In this model, you define the quantity ranges and the per unit price for each. Watch the video below to learn about Volume pricing in detail.

4. Tiered In tiered pricing, the per unit prices are assigned to quantity-based ranges (tiers). When calculating the total price, quantities are purchased from successive tiers, starting from the lowest. Watch the video below to learn about Tiered pricing in detail.

5. Stairstep Stairstep pricing also defines quantity tiers, but for each tier, a flat price is assigned instead of a per unit price. Watch the video below to learn about Stairstep pricing in detail.

Setup Cost

Using Setup Cost (which is an optional field added to a plan), you can add a one-time setup fee that is charged with the first invoice of a subscription.

Example This could be for say, installation support for a storage application suite.

You can change this fee or even make it zero while creating/updating a subscription.

Another way to charge a one-time fee is using a non-recurring addon.

Note: A non-recurring addon cannot be added to a subscription if it is not invoiced immediately (such as when you have a trial subscription).

Free Quantity

This option is only available when you specify your plan's pricing model as Per Unit.

Free quantity is the amount of goods you would like to give to your customers at no extra charge. You or your customer can specify the total quantity of goods at the time of purchase.

Example If a customer is signing up for a special discounted plan that offers 10GB data at no charge. Price - $2 per GB Free Quantity - 10 GB Subscribed Quantity - 100 GB Quantity Chargeable - 90 GB Charged Amount = $2 x 90 = $180 So this customer will only be charged for 90 GB of storage space.

If the free quantity is more than the subscribed quantity, the plan is considered a free plan, and the buyer will not be charged for their subscription. For the above example, if the subscribed quantity was 10 GB, it would be a free subscription.

Free Trials

Using the Free Trial field, you can set the number of days a subscription can be in trial mode. Depending on the payment gateway you use, once trial days are over, the initial charge may go through. Read more about trial periods.

If you want to price your plans in fractional amounts with more than two decimal places, or if you want to charge for fractional quantities, you can enable multi-decimal support in your Chargebee site. You can specify the plan price and units value in multiple decimals, based on the number of decimal places you have configured.

Shipping Preference

Allows you to configure whether the product is a physical item that can be shipped. If so, you must mention how often an item is shipped in a single billing period of the plan.

Accounting Information

The Accounting Information section helps Chargebee sync with any accounting applications that you integrate with, like Xero and QuickBooks. Each of the accounting fields captures information that helps track product-specific sales and revenue from an accounting perspective.

• SKU: Store Keeping Unit or SKU is a name used to identify a product or service in inventory management or accounting systems. You can use this as an alternative name for your plan and it will be used as the Product Name in the accounting system.

• Accounting Code: This field captures your accounting system's General Ledger Account code or name. When product information is synced to the accounting system, the product-specific information will be synced with this account as captured here. This is a mandatory field. You cannot proceed with accounting integration if this field is left blank.

• Accounting Category: The Accounting Category captures product-specific additional metadata or categorization for reporting purposes in the accounting systems (such as regions you are selling to or branches you are selling from). It should be entered in the format: For example, "Region: Northern"

If you are using QuickBooks - you can enter one category (referred to as Classes/sub-classes)

If you are using Xero - you can enter two categories, Accounting Category_1, Accounting Category_2 (referred to as Tracking categories).

For information regarding these fields in the API, refer to the plans section in the API documentation.

Note These fields are not available by default. You should enable these fields at Settings > Configure Chargebee > Billing LogIQ and select Enable Accounting Fields for integration.

Taxes

If Taxes have been configured, you can choose to exempt a plan from taxes by unchecking This plan is subject to taxes while creating the plan.

Tax Profile

If you choose to keep the plan taxable, select a tax profile for it. This determines which taxes are applied to the plan price during invoicing.

Self-serve Portal

The Self-serve Portal can be used by your customers to make changes to their subscription. You can decide whether a plan is available to customers on the portal. Use the Display in Customer Portal checkbox while creating or editing the plan.

See also: This FAQ below for a glimpse of what tiered pricing looks like on the Self-serve Portal and Checkout.

Gift Plans

Enable the This is a gift plan checkbox while creating a plan to designate a plan to be used for signing up gift subscriptions. Also, fill out these additional details for such plans.

Auto Addons

By default, all compatible addons in Chargebee can be attached to a plan. However, you can also fine-tune how addons are associated with a plan. This way, you can designate addons as mandatorily attached to certain plans or recommended along with them.

Adding JSON Meta Data

You can use JSON Meta Data to customize the quantity of the plan. Learn more about JSON Meta Data.

Watch this video to learn about configuring JSON Meta Data to your Plans.

Plan Actions

When you are on the details page of any plan, you will find the actions pane on the right. The following actions are available:

Edit Plan

This action allows you to change the plan configuration. The Plan ID for a plan cannot be changed once the plan has been created.

If there are no subscriptions attached to the plan, you can change every attribute except Plan ID and the This is a gift plan checkbox.

If subscriptions are attached to the plan, you can change everything except the following:

• Plan ID
• This is a gift plan
• Bill every
• Number of billing cycles
• Pricing model
• Currency
• Tier/step prices (for volume, tiered, and stairstep addons)
• Free quantity
• Shipping preference (only if order(s) have been created for the plan)

Plan Price Change

When a plan has subscriptions attached to it, you can change the price of the plan (though only when the plan pricing is flat or per unit).

Navigate to Product Catalog > [Plan name] > Edit Plan. Enter the new price of the plan under the Pricing section. Click Update Plan.

The new price is applied to all new subscriptions to the plan. Existing subscriptions are not affected and continue to be renewed at the old price.

Clone Plan

You don't have to create a plan from scratch every time. You can use the Clone Plan action to copy an existing plan and then make changes to it.

When you click Clone Plan, a form just like Create a New Plan opens with the configuration of the cloned plan pre-filled. You can now edit the form and save to create the new plan.

Delete/Archive Plan

Deleting and archiving depend on whether the plan has any subscriptions associated with it.

Deletion

• You can only delete a plan if it has no subscriptions linked to it. When you delete a plan, it is completely removed from Chargebee and no longer appears in the list of plans.
• After a plan is deleted, its name and ID can be reused.

Archiving

• When you try to delete a plan that has subscriptions linked to it, it gets archived instead. This way, the plan—though not deleted—is prevented from being used for new subscriptions.
• Any existing subscriptions to the plan are not affected after archiving; they continue to renew as usual.
• The name or ID of the plan cannot be reused when the plan is archived.

Bulk Actions

You can create, delete, or archive multiple plans in a single operation.

Bulk Create

You can create multiple plans in Chargebee in one shot by uploading the plan details in the form of a CSV file.

There are two ways to reach this feature:

1. Go to Product Catalog > Plans and on the top right corner, click on the upload icon (shown below).

   

2. Alternatively, you may go to Settings > Import & Export Data > Choose a bulk operation > Select Create Plans and then click Proceed.

Follow the instructions outlined for bulk operations to ensure that the CSV is built correctly.

Bulk Delete

You can delete or archive multiple plans in Chargebee in one shot. To do this, go to Product Catalog > Plans, select the plans to be deleted, and click Delete (shown below).

Redirection

You can choose to redirect your customers to your website or any other page once they checkout and make the payment. This URL must be mentioned at a plan level.

Mention the URL in the Redirect URL box. Chargebee will redirect the customer to this URL once they complete the checkout.

FAQ

1. Can I change or override the plan price for a particular subscription? Yes, here's how.

**2. How does a product with the tiered pricing model look on Chargebee Checkout and Self-serve Portal?

The screenshots below show the hosted pages with the tiered pricing example discussed on this page. The plan name is "Professional - 6 months":

In-app Checkout

In-app Self-serve Portal

Single Page Checkout

Single Page Self-serve Portal