Plans and invoice templates

Both live under Plans in the menu bar: Plans → Plans and Plans → Invoice templates. Create an invoice template first: every plan is invoiced through one.

Create an invoice template

1. 1Open Plans → Invoice templates and click New template.
2. 2Give it a Name and choose the Type: - Item invoice (lines are products / SAP items): pick a Default product, used when the plan and line have none. - Service invoice (lines post to a revenue G/L account): enter the Revenue G/L account code.
3. 3Set the Tax %.
4. 4Write the Invoice line text. You can use the placeholders {plan}, {period_start}, {period_end} and {subscription}.
5. 5Optionally add Invoice remarks, then click Save.

Revenue month by month

Switch on Recognise revenue month by month (deferred revenue) for plans paid in advance for a long period, such as yearly plans. Reports → Revenue then shows what was recognised each month and what is still to come.

Create a plan

1. 1Open Plans → Plans and click New plan.
2. 2Enter the Name, an optional Code and the Price (in MVR).
3. 3Set Bill every and Period, for example 3 and Month(s) for a quarterly plan.
4. 4Choose Pricing: Flat price, or Per unit (seats, users…) to charge the price times a quantity.
5. 5Optionally add Prices in other currencies with Currency price: pick the currency and enter its price.
6. 6Optionally give a Free trial (days).
7. 7Choose the Invoice template and, for item templates, the Product for the plan line. Click Save.

Changing a plan later

Click a plan in the list to edit it. A price change applies to new subscriptions only: every subscription keeps the price it was given when it was created. To change the price of an existing subscription, edit its plan line (see Manage a subscription).

Switch off Active to stop offering a plan (the Inactive filter shows it again). Its existing subscriptions carry on.