Getting Started

Building Blocks

Custom Fields

Subscription Features

Localization

Invoices

Credits

Order Management

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Revenue Recovery

Hosted Pages

Notifications

Reports and Analytics

Data Privacy & Security

Fraud Management

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Plans 

Introduction 

Products and services must be effectively modelled in Chargebee for you to be able to bill your customers. Plans, along with other entities in the Product Catalog do just that. You would create plans in Chargebee with each of them corresponding to a specific product/service that your customers would subscribe to. Each plan would, therefore, have associated with it information such as the plan's currency, pricing, billing interval etc.

Example:
You could be selling an online storage solution. While some users would intend to use the service for personal use, others may be business users. Hence, you could create say, a home plan that provides basic features and a higher priced professional plan for advanced features.

Your customers would be signed-up for plans by way of subscriptions.

Creating a Plan 

Creating a new Plan is quite simple. All you need to do is:

  1. Log into your web interface.
  2. Go to Product CatalogPlansCreate a New Plan.

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

See also
If you are an API user, have a look at our Plans API .

Basic Plan Attributes 

We now discuss 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 good to have a name here that is descriptive of the attributes of the plan such as its pricing, billing period and currency so you can easily distinguish it from other plans in your site.

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

Plan Id

The Chargebee API uses the unique Plan id and not the Plan name to identify the plans that are on your website. A plan Id is the unique identifier of the Plan and when a Subscription is created or updated via the API from your app/website, the "Id" should be used to refer to the plan.

Here's a sample Curl API  code:

Invoice name

The invoice name field is used to define the name of the plan as it would appear to customers. This name is used for the plan in invoices, hosted checkout pages and the customer portal.
So, the invoice name for a plan should be that which you intend the customer to associate with the plan.

Note
If you don't set the invoice name, the plan name is used for it.

Plan description

A short description to the plan for the customer.

Plan description is shown in the latest version of Checkout and Portal whenever the space available on the user interface permits. Other than in the latest version, it is shown only on the change subscription page in Portal v2.


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 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.

No. of billing cycles

The No. of billing cycles determines how many times the subscription is renewed automatically. The number set should be inclusive of the first billing cycle.

Example
Say you wish to charge the customer every three months for a year. Then you'd have:
Bill every: 3 months
No. of billing cycles: 4
Were the subscription to start on Jan 1, it would renew automatically thrice: on Apr 1, Jul 1 and Oct 1.

By default, when creating a plan or subscription, the no. of billing cycles is set to "Forever". This means that the subscription would continue to renew until explicitly cancelled by you or the customer.


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 wish 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 chosen for the Plan. The pricing model can be one of the following:

  1. Flat Fee
  2. Per Unit
  3. Volume
  4. Stairstep
  5. Tiered

1. Flat fee

This is for plans that have a fixed recurring charge. There is no quantity associated with such plans. For example, a fixed plan for a movie streaming service billed at $50 a month would be a flat fee plan.

2. Per Unit
You may choose to sell services that are billed based on quantity signed-up for. For instance, you may be offering a SaaS product for $29 per user per month. The quantity here would be the number of users.

The customer can specify the plan quantity during sign-up through the hosted pages or – if you are using API – then you may use the Create Subscription API call .

3. Volume
Here too, the price is quantity-based. However, the per unit price is dependent on the range within which the total quantity falls. So under this model, you would define the quantity ranges and the per unit price for each. For example:

Tier 1 2 3 4
Units in tier 1-10 11-60 61-210 211 and above
Price $10/unit $7/unit $4/unit $1/unit

If a customer signs up for 100 units, they would be charged $4 per unit based on the third tier (61-210 units), for a total of 100 x $4 = $400.

4. Tiered
In tiered pricing also, 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. Let's consider the same tiers as the example before:

Tier 1 2 3 4
Units in tier 1-10 11-60 61-210 211 and above
Price $10/unit $7/unit $4/unit $1/unit

If a customer buys 8 units, they would be charged $10/unit, which is $10 x 8 = $80.

If a customer buys 100 units then they would be charged:

  • $10/unit for the first 10 units (tier 1)
  • $7/unit for the next 50 units (tier 2)
  • $4/unit for the remaining 40 units (tier 3)

For a total of: $10 x 10 + $7 x 50 + $4 x 40 = $100 + $350 + $160 = $610.

On the web interface, the above examples for tiered and volume pricing are configured as shown:

See also:
How tiered pricing looks like on Chargebee's Checkout and Self-serve Portal screens.

5. Stairstep
Stairstep pricing also defines quantity tiers against which prices are defined, but for each tier, a flat price is assigned instead of a per unit price.

So we have the following tiers or "steps" as before, with the prices against each as shown:

Step 1 2 3 4
Units in step 1-10 11-60 61-210 211 and above
Price $75 $275 $500 $800

If a customer buys 100 units, they are charged as per step 3: a flat $500.
If the customer buys 5 units, they are charged as per step 1: a flat $75.
If they buy 400 units, they are charged $800 (step 4).

The configuration on the web interface for stairstep pricing is shown below:

See also

Examples on how proration is done for quantity-based pricing models when the quantity purchased is changed in the middle of a billing period.

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, then the plan will be considered as a free plan, and the buyer will not be charged at all for their subscription. For the above example, if the subscribed quantity was say, 10 GB, then 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.

Shipping Preference 

Note

This section is only available when Orders have been configured.

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 up 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/revenue from an accounting perspective.

  • SKU: Store Keeping Unit or SKU is a name used to identify a product/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 systems' General Ledger Account code/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 purpose in the accounting systems (such as regions you are selling to or branches you are selling from). It should be entered in the format: : . E.g. "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 as Tracking categories).

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

Note
These fields will not be available by default, you should enable these fields at Settings > Configure Chargebee > Billing Rules 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 are choosing to keep the plan taxable, choose a tax profile for it. This would determine — during invoicing — what taxes are applied to the price of the plan.

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. This is done using the Display in Customer Portal checkbox while creating/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.

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 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, then every attribute (except Plan Id) can be changed.

If subscriptions are attached to the plan then everything can be changed except the following:

  • Plan Id
  • Bill every
  • No. of billing cycles
  • Pricing model
  • Currency
  • Tier/step prices (for volume, tiered and stairstep addons)
  • Free quantity
  • Shipping preference (only if order(s) has(have) been created for the plan)

Plan Price Change

When a plan has subscriptions attached to it, the price of the plan can be changed (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 on 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 always. You can use the Clone Plan action to copy an existing plan and then make changes to it.

On clicking Clone Plan, a form just like Create a New Plan opens with the configuration of the cloned plan prefilled. You can now edit the form and save to create the new plan.

Delete/Archive Plan

Deleting and archiving depends on whether the Plan has any Subscriptions associated with it.

Deletion

  • A plan can only be deleted when it has no subscriptions linked to it. Once deleted, the plan is completely removed from Chargebee and it does not appear on the list of plans.
  • Once 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 post archiving: they continue to renew as usual.
  • The name or Id of the plan cannot be reused when the plan is archived.

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.

Note

The redirect domain must be whitelisted in Chargebee for successful redirection.

To do so,

  • Click Settings > Configure Chargebee > Checkout and Self Serve Portal > Advanced Settings > Add Domains
  • Add the domain URL.

FAQ 

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

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":

Checkout v3

Self-serve Portal v3

Checkout v2

Self-serve portal v2

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