Creating and managing plans
View, manage and add plans using the plan manager.
Here’s what we cover in this article:
Before you begin
To add a plan using the plan manager, you must select a custom source or a billing system maintained by a third party (ex: SaaSync). It is not possible to add plans to billing systems maintained by ChartMogul (ex: Stripe) using the plan manager. To learn who maintains your billing system, check your billing system’s integration guide.
Plans in your billing system are imported automatically when a customer is first invoiced for that plan. You can also add plans using data tables or Google Sheets.
A customer, plan and invoice must be in the same source for a customer to subscribe to that plan.
Billing intervals
Plans consist of two parts: an interval unit and an interval count. For example:
- For a weekly plan, choose Day as the interval unit and add 7 as the interval count.
- For a quarterly plan, choose Month as the interval and add 3 as the interval count.
- For a yearly plan, choose Month as the interval unit and add 12 as the interval count. Or, choose Year as the interval unit and add 1 as the interval count.
Creating a plan
- Navigate to Settings & Data > Manage > Plans. The Plans tab is selected by default.
- Click Add Plan.
- Choose the Source from the drop-down.
- Enter a Name and set the Interval.
- Click Add.
ChartMogul saves your plan and adds it to the table.
Managing plans
View all plans by navigating to Settings & Data > Manage > Plans. The Plans tab is selected by default.
Plans are displayed as a table with the following columns:
| Column name | Description | Sortable? |
|---|---|---|
| Name | The plan’s name. | Yes |
| Plan ID | The plan’s external ID. For plans created in ChartMogul, it’s the plan’s UUID without the "pl_" prefix. | Yes |
| Billing interval | The plan’s interval unit and interval count. For example, "Annually (x1)" for an annual plan or "Monthly (x3)" for a quarterly plan. | Yes |
| Source | The source the plan belongs to. | Yes |
| Belongs to a plan group | Any plan groups the plan belongs to. If the plan belongs to more than one plan group, hover over "Multiple" to display their names. |
No |
UUID |
The plan’s UUID. | No |
Click the eye icon to hide it from the drop-down when filtering by plan.
Editing a plan
You can only edit a plan’s name. Once a plan is created, you cannot change its billing interval or the source it belongs to.
To edit a plan’s name, click the pen icon.
Enter a new Name and click Update.
Deleting a plan
Deleting a plan is permanent. You can only delete plans that have no subscribers. You cannot delete plans belonging to integration sources.
To delete a plan, click the trashcan icon. Click OK to confirm.
