Create a new plan

Begin by creating a new plan that will act as a template. This plan can be modified for each customer who subscribes to it.

Add a new subscription for the customer

• Navigate to the subscription management section.

• Add a new subscription for the customer by selecting the newly created plan.

Customize price settings

• In the Price Settings section of the subscription creation flow:

  • Override Plan-Level Price Values: Adjust any price values based on negotiated terms with the customer.

  • Add Custom Add-Ons (Optional): Include any custom add-ons as fixed fees if applicable.

Customize plan settings

• In the Plan Settings section:

  • Modify Credit Allocation: Make any necessary changes to the customer's credit allocation.

  • Add Recurring Discounts: Apply any recurring discounts agreed upon with the customer.

Verify subscription overrides

• After creating the subscription:

  • Check the Customer’s Credit Ledger: Ensure the allocation was successfully granted.

  • Review Invoices: Navigate to the invoice section to view newly created invoices that reflect any modifications to plan-level prices and add-on prices.

Remember

• Customizations Are Isolated: Any overrides made to a customer’s subscription—like added fees or adjusted allocations—are specific to that customer and do not affect the base plan or other customers subscribed to it.