Plan creation

You can set up a new plan at any time.

Find out more about the components that can be configured.

Plan update

As long as a plan isn't in use, you can change any and all components. However, once it is used by contracts you are only able to update components intended for information, such as the plan name or properties. Any components that impact invoicing logic are not available for updates.

Plan deletion

As long as a plan isn't in use it can be deleted.

Plan duplication

If you want to set up a new plan that is almost the same as the one you are currently running (same billing and contract configurations, but other products offered) you might want to consider duplicating an existing plan and editing its data. It can be a lot quicker than having to set up a new plan from scratch!