Billing plans define the pricing and terms for products and services. This guide explains how to view and understand plans in the Support App.
A plan is a reusable pricing template that defines:
- How much to charge
- When to charge (one-time, monthly, yearly)
- What currency to use
- Any trial periods
Plans are used by payment links and subscriptions to determine pricing.
- Click Plans in the sidebar under the Pay section
- The plans list displays all billing plans in the system
| Column | Description |
|---|
| Plan ID | Unique identifier |
| Name | Plan display name |
| Merchant | Merchant who created the plan |
| Amount | Price per billing cycle |
| Currency | Payment currency |
| Interval | Billing frequency |
| Status | Active or Archived |
| Created | When plan was created |
Click on any plan to view complete details:
| Field | Description |
|---|
| Plan ID | Unique identifier |
| Name | Display name |
| Description | What the plan includes |
| Status | Active or Archived |
| Field | Description |
|---|
| Amount | Price per period |
| Currency | Payment currency |
| Interval | Billing frequency |
| Interval Count | Number of intervals (e.g., every 2 months) |
| Field | Description |
|---|
| Trial Period | Length of free trial (if any) |
| Trial Days | Number of trial days |
| Field | Description |
|---|
| Merchant Name | Owning merchant |
| Organization ID | Merchant identifier |
| Interval | Description |
|---|
| One-time | Single payment, no recurrence |
| Daily | Charged every day |
| Weekly | Charged every week |
| Monthly | Charged every month |
| Yearly | Charged every year |
- Click the Merchant column filter
- Select or search for a merchant
- Click Apply
- Click the Interval column filter
- Select the billing frequency
- Click Apply
- Click the Status column filter
- Select Active or Archived
- Click Apply
| Status | Description |
|---|
| Active | Plan can be used for new subscriptions |
| Archived | Plan is no longer available for new subscriptions |
📘Archiving a plan does not affect existing subscriptions using that plan. It only prevents new subscriptions from selecting it.
- Go to the Plans list
- Filter by the merchant name
- Review all plans for that merchant
- Find the subscription
- Note the Plan ID
- Go to Plans and find that plan
- Review the pricing details
To see how many subscriptions use a plan:
- Go to the Subscriptions list
- Filter by the plan
- View the count of subscriptions
| Role | View Plans |
|---|
| Super Admin | Yes |
| Admin | Yes |
| Payment Ops | Yes |
| Compliance Ops | Yes |
| CS Ops | Yes |
| Finance Ops | Yes |
| View Only | Yes |
