Challenge

There are many aspects to configure regarding plans that will impact if, when, and how your customers are invoiced. Learn here what they are and how they work.

How does it work

Plan meta-information

Several pieces of information can be provided in the plan that have no impact on the process and are purely for information. They can be used to be printed on your customer documents (pdfs).

1. Plan ident and Phase ident
These idents are unique identifiers for the plan. It is pre-filled by the Nitrobox system as a UUID but can be modified according to your specifications.

2. Name
The name of the plan. You can print this name on the customer's invoice.

3. Properties
Properties are additional information you can add to your plan. Those will be available to be printed on your customers' documents.

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Property example for plans:

You'd like to add the data field "Data volume" to the plan "Mobile phone plan 25" that includes a data volume of 25 GB. You can do that with a property data field.

Property ident: data_volume
Property value: 25 GB

On the invoicing template you can then access the item property "data_volume" and print the 25GB on the pdf.

Business Segment

Define which business segment the plan belongs to. The business segment - or rather the billing group it belongs to - holds several configurations that can impact the billing, such as how the Document Dates will be determined.

Find out more about billing groups and business segments here Billing Groups and Business Segments

Contract terms

The following components impact the billing of all contracts that will belong to the plan.

Phase duration

Phase duration defines how long the phase will be active. See (here) for more information about phases and how they can change.

Regular terminations will always occur at the end of a phase.

Billing Terms

Define the billing periods of the contracts within this phase. This will also determine when invoices will be created for this contract.

Find out more about the myriad of configurations around billing terms

Notice Terms

Define what notice terms will apply. You can define the number of days a contract needs to be regularly terminated ahead of a renewal or phase change so it ends in time.

Example

A contract with a 1-month, synced contract term, and 20 days notice period will have to be terminated 20 days ahead of the end of the month to be terminated within this month.
So a termination with a notice date of 11th of March would end the contract on the 31st of March, while a termination with a notice date of 12th of March would end the contract on the 30th of April.

More information about termination & cancellation

Options

Define which options are available for each phase. You can choose here for recurring and one-time elements, how often the picked Options have to be chosen at least during Contract creation.

Example

You offer access to your product for 10€/month per license. On top of this pricing, you also want to offer a family-friendly option, where the price is reduced to 8€/month - but a customer signing up for it needs to at least order two licenses within their plan.

Find out more about Options here