To sign up a new subscription, and to charge a customer, we need to know how much and how often to charge them. To do this, we need a Plan.
A Plan is made up of price and billing intervals which you would use to sell subscriptions and charge buyers.
Considering the various kinds of subscription packages you can offer, you can easily create multiple Plans to accommodate them. Let us consider the example of an online storage solution provider throughout this document:
For example, there will be some users who will buy storage space for personal use while others would buy it for their business. You can create a home plan that provides basic features and a professional plan encompassing the advanced features at a higher price.
When creating Plans, you can specify the Plan's recurring charge model. There are two options:
If the product offering is quantity-based, you can create your Plan using this option. You can specify the plan quantity during sign up through the hosted pages or when creating subscriptions using the API .
The quantity of a Subscription can always be changed if required, by updating the Subscription.
Use this option to create Plans with a fixed price and for which the quantity will always be 1. You cannot add quantity for these Plans.
There is no limit to the number of Plans you can create. You can keep adding Plans whenever you need them.
When editing an existing Plan that has no subscriptions linked to it:
When editing a Plan that has subscriptions linked to it:
Deleting and archiving depends on whether the Plan has any Subscriptions associated with it.
When you delete a Plan that has no subscribers, the plan is completely removed from the system and it will not appear on the list of plans either. You can reuse a deleted Plan's name to create a new Plan if needed.
When you delete a Plan that has existing subscribers then the Plan gets archived. This means that it is not completely removed but will be in archive mode and will appear on the list of Plans. Archiving will also prevent future usage of the Plan.
Creating a new Plan is quite simple. All you need to do is:
Fill out the new Plan form with all the necessary details and you're all set.
Naming a Plan (using the Name field) is mandatory, and it should be named in a way that is easily identifiable without having to go into the actual Plan to see the details.
Rather than naming Plans, Plan A, Plan B, it is quite convenient to name it say, Home Monthly/Yearly, Professional Monthly/Yearly, etc.
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:
Click here to see our API.
The description content you enter for the Plans are shown to your customers in the customer portal when they change their subscription.
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.
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:
If you are using QuickBooks - you can enter one category (referred 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 the plans section in the API documentation .
These fields will not be available by default, you should enable these fields at Settings > Site Info > Enable Accounting Fields.
To hide a plan from appearing for selection in the Customer Portal (during the Change Subscription operation), uncheck the option Display in Customer Portal in the Create New Plan/Edit Plan page:
The Price field is used to specify how much you are charging the buyer for the particular plan.
Once you have set the price, you can set the billing interval using the Bill Every field. This determines how frequently the customer has to be charged.
Bill Every: 3 Months
This will charge the buyer at $50 every three months.
If it is a quantity based plan, then the price will be $50 * Quantity.
Bill Every: 3 Months
Subscribed Quantity: 5
The buyer will be charged $50*5=$250 every 3 months.
Yes. Using Setup Cost (which is an optional field) we can setup a onetime fee along with the first payment.
If you provide a onetime installation support for the storage application suite, you can use
Setup Cost for charging the customer once during the sign up.
You could also use non-recurring Addons but to be able to do so, the plan should not have a trial period.
You can use the No. of Billing Cycles field to determine the subscription duration. If you leave this field blank, it will default to being charged until you or the customer cancels the subscription.
The billing cycle is used to set the number of recurrences for charging the customer.
You want to charge a customer on a quarterly basis for 1 year.
Bill Every: 3 Months
No. of Billing Cycles: 4
Subscription Ends after: 3 * 4 = 1 year
Total Charges Made: 4
Yes, you can change the price of a Plan associated to Subscriptions by using the Clone Plan option. Cloning a Plan involves replicating an existing Plan to make changes to it. You can also use this option to increase the plan price for new subscriptions while keeping your existing subscriptions on the old price. Alternatively, if you want existing subscriptions to be charged onto the new price, you can use the Change Subscription option.
You can make the following changes using the Clone Plan option:
Here's how you can clone a Plan:
Select the Plan you want to make changes to.
Click the Clone Plan option available on the Actions panel.
If you would like to retain the original plan name for current subscriptions, then rename your existing Plan name and plan id by adding a suffix ‘v1' or ‘ old'.
(Make sure you copy and store the original plan name and id before renaming it).
Once you have renamed the Plan, use the original plan name and id to create the new cloned Plan.
Existing subscriptions will continue to be charged based on the old price, while new subscriptions will be charged based on the the new plan price.
Ensure that you archive the old Plan after cloning as soon as possible so it does not appear in the Customer Portal. Associate the cloned Plan with the respective plan at your end (website) so that new customers are able to see only the new plan.
Using the Free Trial field you can set the number of days an account 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.
This option is available when you specify your plan's recurring charge 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.
This plan is only applicable for quantity-based plans.
If a customer is signing up for a special discounted plan that offers 10GB at no charge.
Price - $2
Free Quantity - 10 GB
Subscribed Quantity - 100 GB
Quantity Chargeable - 90 GB
Charged Amount = $2 * 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 his subscription. For the above example, if the subscribed quantity was 10 GB, then it would be a free plan.
You would resort to grandfathering when you want to increase your plan costs for your new customers but exempt your current customers from it.
Here's what you need to do:
You have a plan named "Standard" and the cost is $10/month. After sometime you decide to change your pricing structure to $15/month. So you would first rename the old plan to something like "Standard V1" for your reference. Rename the plan ID to something similar as well. Then archive this plan if you want to prevent it from being used in the future.
Create a new Plan and name it let us say "Standard V2" with the plan cost as $15/month. Use the old Plan's ID and invoice name for your new plan.
Your website will still continue to say "Standard" for new subscribers with the new price and you will not need to update any links or make any changes to your site.
So what really happens is that all your existing subscribers will remain on the "Standard V1" plan with the old pricing structure and all your new subscriptions will be pointed to the new "Standard V2" plan and will be charged based on the new price. And both your existing and new customers will get their invoices with the same invoice name.
We would recommend that you make these changes during non-business hours.