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Create a New Plan

Follow these steps to create a plan:
  1. Sign in to the dashboard, and click
    Create Plan
    .
  2. In the
    Plan name
     field, type a plan name.
  3. (Optional) In the
    Plan description
     field, type a plan description.
  4. From the
    Amount
     drop-down menu, choose a currency.
  5. From the
    Frequency
     drop-down menu, choose the billing frequency. If you choose a custom frequency, follow Steps
    a
     and
    b
    . If you do not choose a custom frequency, skip to Step 6.
    1. Set the billing frequency. In the
      Repeat every
       field, enter a repetition number.
    2. From the
      Frequency
      drop-down menu, choose the type of time period.
  6. From the
    Billing cycles
     drop-down menu, choose
    Indefinite
     or
    Set number of billing cycles
    . If you choose
    Set number of billing cycles
    , follow Step
    a
    . If you choose
    Indefinite
    , skip to the optional Step 7.
    1. In the Billing Cycles field, type the billing cycle number.
  7. (Optional) To include an initial set-up fee, click the
    Set-up fee
     field, and type the initial set-up fee.
  8. Click
    Save Plan
    .
    The plan is created with the Active status and is immediately available for creating subscriptions.
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