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This page covers how to manage plans in the app. For an explanation of how plans work, what the pricing models mean, and how plans connect to subscriptions, see Plans explained in Core Concepts.
Plans live in the Product Catalogue section of the sidebar. This is where you build and manage your pricing catalogue: creating plans, updating their details, and keeping your fee structures in order.
Plans Page Table Screenshot

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The plans list

Click Plans in the sidebar to see all plans in your organisation.

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Filtering and searching

  • Search: free text search across all plan fields
  • Sort: order by Name or Date Created
  • Filter: filter by Status, Plan Type, or Category

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What each row shows

Each plan row displays:
ColumnDescription
NameThe display name of the plan. Click to open details.
Plan IDThe internal identifier.
TypeThe pricing model of the plan.
Subscription PeriodMonthly or Annual.
StatusDraft, Active, Legacy, or Inactive.
Click any Name to open the plan’s details page.

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Creating a plan

Click New in the top right to open the new plan form. Plan creation is a three or four step process depending on the plan type.
Plans Page New Plan Screenshot
1

Basic details

FieldDescription
NameThe customer-facing name of the plan. This appears as the line item on invoices.
Plan IDAn internal identifier for this plan.
Plan CategoryOptional Grouping to organise similar plans. A new category can be created directly from this form.
Subscription PeriodHow frequently subscriptions on this plan will renew (Monthly or Annual).
StatusAll plans are created as** Draft**.
Click Next step to continue.
2

Billing

First, select the currency for this plan.Then choose a Plan Type. This determines how the subscription amount is calculated at each renewal:
Plan TypeHow billing is calculated
Flat FeeA single fixed price per period, regardless of units.
Per UnitPrice × number of units. Scales linearly.
TieredUnits split into tiers, each tier priced separately, applied only to units in that band.
VolumeTotal unit count determines a single per-unit rate applied to all units.
StairstepA fixed price per tier, customers pay the whole tier price based on which band they fall into.
For Tiered, Volume, and Stairstep plans, leave the final tier’s To blank to set the final open-ended upper limit.
Use Price Preview to enter a test unit count and verify your pricing structure calculates as expected.
Understand the different plan types with our example plans:
Click Next step to continue.
3

Units

This step is not shown for Flat Fee plan types.
FieldDescription
Unit Type (singular)What is being counted (e.g. Licence, User, Transaction.) This appears as the line item and in the item description on invoices.
Unit Type (plural)The plural form (e.g. Licences, Users, Transactions). This appears as the line item and in the item description on invoices.
Minimum UnitsThe minimum unit count required for any subscription on this plan. Override at subscription level (must be greater)
Click Next step to continue.
4

Xero account mapping

Map each revenue type to a Xero account code. This controls which account invoices post to based on whether the subscription is new, renewing, or expanding.
Revenue typeWhen it applies
New Subscriptions RevenueThe first invoice on a new subscription
Subscription Renewals RevenueFollow-on renewal invoices
Subscription Expansion RevenueWhen a customer increases units on an existing subscription
Leave any field blank to fall back to the company-level defaults set in Company Settings.Click Save to create the plan.

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Plan details

Click any plan’s Name to open its details page. The details page is split into two sections: Plan details: shows the name, plan ID, plan category, unit types (excluding Flat Fee), minimum units (excluding Flat Fee), subscription period, currency, and xero account mappings. Fee structure: shows the plan type and pricing structure (full tier or unit pricing configuration).
Plan Details Page Details Screenshot

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Plan statuses

StatusWhat it means
DraftCreated but not yet used in any subscription
ActiveIn use and available for new subscriptions
LegacyIn use on existing subscriptions but cannot be added to new ones
InactiveNot in use and unavailable for new subscriptions
Set a plan to Legacy when you want to keep existing subscriptions running on it but stop new ones being created. Set it to Inactive to retire it without deleting it. Plans already attached to active subscriptions can only be set to **Active **or Legacy.

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Editing a plan

Plans have two separate edit forms depending on what you need to change.

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Editing plan details

Click Edit details on the plan details page to update:
  • Name
  • Plan ID
  • Plan Category
  • Status
  • Unit Types (singular or plural)
  • Minimum Units
Click View Advanced Settings to update:
  • Subscription Period
  • Currency
  • Xero account mappings

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Editing the fee structure

Click Edit fees to update the pricing configuration.
If a plan has ever been used in a subscription, even a deleted one, its fee structure cannot be edited. If you need different pricing, create a new plan.

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Bulk actions

Select multiple plans in the list by clicking the of each plan to:
  • Bulk Edit: update the name, category, unit type, or status across multiple plans at once
  • Bulk Delete: permanently remove multiple plans (requires confirmation)
Plans with active subscriptions cannot be deleted. Set them to Legacy or Inactive instead.

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Deleting a plan

From the plan’s details page, click Delete plan to remove it. A confirmation dialog appears before the action completes.