Manage Plans

You can search plans using these filters:
  • Plan code
  • Plan name
  • Plan status
Only plans with an
ACTIVE
 status can be attached to a subscription.

Creating a Plan

A plan consists of this information:
  • Plan code—generated by the Recurring Billing service (default) or assigned by the merchant.
  • Plan name
  • Plan description
  • Plan ID—generated by the Recurring Billing service.
  • Billing amount
  • Currency—assigned when the plan is created.
  • Billing period—the length and calendar unit of the billing frequency, which cannot exceed a 12 month period.
  • Billing cycle options—indefinite or a defined billing end period.
  • Set-up fee—0.00 if not included when the plan is created.
Follow these steps to create a plan:
  1. Log in to the
    Business Center
    .
  2. On the left navigation panel, click
    Recurring Billing
    .
  3. Click
    Manage Plans
    . The Manage Plans page appears.
  4. Click
    Add New Plan
    . The Create Plan page appears.
  5. Enter this information:
    1. Plan code: generated automatically when not assigned by the merchant.
    2. Plan name
    3. Plan description (optional)
    4. Billing amount
    5. Currency
    6. Billing period length
    7. Billing period unit
  6. Select the billing cycle by choosing one of these options:

    ADDITIONAL INFORMATION

    • Bill indefinitely.
    • Define billing period end and enter the plan period length. The plan period unit defaults to the same length as the billing period length.
  7. Enter the set-up fee (optional).
  8. Click
    Save as Draft
     or
    Submit
    . The Manage Plans page appears.

Viewing a Plan

You can search for any plan based on the plan code, plan name, or plan status. You can activate, deactivate, or delete the plan on the View Plan page.
Follow these steps to view or change the status of a plan:
  1. Log in to the
    Business Center
    .
  2. On the left navigation panel, click
    Recurring Billing
    .
  3. Click
    Manage Plans
    . The Manage Plans page appears.
  4. To search for plans, click
    Add a Filter
    , and then select
    Plan Code
    ,
    Plan Name
    , or
    Plan Status
    .
  5. Enter the exact plan code, name, or status, and press
    Enter
    . Matching search results display in the list.
  6. To view the details for a plan, click the plan code. The Plan Details page appears.
  7. To change the status of the plan, choose one of these options:
    • Click
      Activate Plan
      . You can activate a plan that has a
      DRAFT
       or
      INACTIVE
       status.
    • Click
      Deactivate Plan
      .
    • Click
      Delete Plan
      . You can delete a plan that has a
      DRAFT
       status or that has an
      ACTIVE
       or
      INACTIVE
       status and has never been assigned to any subscriptions.

Editing a Plan

This information can be edited:
  • Plan code
  • Plan name
  • Plan description
  • Billing amount
  • Set-up fee
  • Subscription update: change the plan for all new and existing or only new subscriptions.
Follow these steps to edit a plan:
  1. Log in to the
    Business Center
    .
  2. On the left navigation panel, click
    Recurring Billing
    .
  3. Click
    Manage Plans
    . The Manage Plans page appears.
  4. Click the plan code. The Plan Details page appears.
  5. Click
    Edit
    . The Edit Plan Page appears.
  6. Make changes to the plan.
  7. Under Plan Change - Subscription Update, select
    New Subscriptions Only
     or
    All (New and Existing)
    .
  8. Click
    Save
    . The Plan Details page appears.