Plan

A plan lets customers know the features you offer and their price. You can clearly mention how much and how often they’ll be charged for a plan. Multiple plans can be created with each one offering a different set of features. Corresponding prices can be set for each plan.

Customers have different needs. Some would require a professional plan with advanced features, while others might prefer a basic plan.

Below are some of the things that will help you better understand plans. You can use the Plan Operations section to find out how to create, edit, delete or make a plan inactive. The Plan Fields section describes in detail about all the plan fields.

Plan Operations

Plan Fields


Creating a plan

To create a new plan, please follow the below steps.

Creating a plan

Editing a plan

To edit a plan, follow the below steps.

Changes made to a plan will take effect only for new subscriptions. The existing subscribers will not be affected.

Making a plan inactive

You can make a plan inactive if you decide to do away with a plan, but do not want to delete the plan for the sake of the existing subscribers.

To make a plan inactive, follow the below steps.

Once a plan is made inactive, it can no longer be subscribed to new customers. However, the customers already subscribed to the plan will not be affected in any way.

Deleting a plan

Deleting a plan would remove it completely from the system. You will not be able to delete a plan if customers are currently subscribed to it. Follow the below steps to delete a plan.

Plan operations


Plan Fields

Here’s what the plan creation form will look like.

New plan form

Naming a plan

The plan name you choose while creating a plan will be displayed in the invoices you send to customers as well. A plan should be named in a way that you can identify the features it offers without going into its details.

Basic monthly is better than Plan A.

Why do I need plan codes?

The Zoho Subscriptions API uses plan codes instead of plan names to identify each of your plans. Plan code is a unique identifier used to refer to a plan when a subscription is created or updated via the API. The advantage here is you can set the plan code yourself rather than using an auto generated unique ID to identify the plan.

Billing interval

Billing interval is denoted by the Bill Every field. After you’ve set the Price of the plan, its billing interval can be set in the Bill Every field.

Bill Every 2 Month(s) - The customer would be charged once every 2 months. Bill Every 1 Year(s) - The customer would be charged once a year.

Billing cycle

You can specify the number of times the customer needs to be charged.

If you want to charge a customer 3 times for one year using a 4 month duration, billing cycle will be set to 3 and billing interval would be Bill Every 4 Month(s).

Billing interval: 4 months
Billing cycle: 3
No. of charges: 3

Free trial

You can choose to provide a free trial for any number of days.

Setup fee

You can charge a one time setup fee. This will be charged along with the first customer payment.

Account

This is another portion where the seamless integration with Zoho Books comes into play. You can store a plan’s revenue in an Income account in Zoho Books.

Whenever a customer subscribes to a plan, the corresponding plan’s revenue will be mapped into the account that you choose from the drop down. The drop down displays the list of Income accounts in Zoho Books.

Map plan revenue

To get an account listed in the drop down, you’ll have to create an Income account (Income/Other Income) in Zoho Books.

Create income account

Tax

You can add tax to your plan. You can also use tax group for more than one tax.

To get a tax listed in the drop down follow the below steps.

Create new tax

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