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💼Getting started with MYFUNDBOX
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18min

Steps to Create Plan

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You will see the list of plans. On the right top of the page, you will be able to see +ADD PLAN by clicking on that you can create plans as shown below.

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Plan Name

This name describes your plan and will appear on your checkout page and the subscriber's invoice as well. 

Type - Quantity

A quantity-based pricing plan charges subscribers by the quantity of goods or services they have subscribed for.

Type - Variable

A fixed-pricing plan charges subscribers exactly by the price of the plan they have subscribed for.

Price

When you set up your subscription plan, enter your set price for either quantity or variable of your choice.

Currency

Currency of the region which you would like to price for that plan.

Billing

Invoice will be billed for your subscriber in the regular billing cycle duration set here. A plan’s billing cycle defines the recurring frequency with which the subscriber is charged. For example, a plan with a weekly billing cycle charges the subscriber on a recurring frequency of one week. 

You can choose from the following billing cycles: 

  1. One-Off
  2. Daily 
  3. Weekly 
  4. Monthly 
  5. Quarterly 
  6. Half yearly
  7. Annually

No.of Billing Cycles

Billing cycles can continue for a specified period of time given here, a finite plan or until the user cancels the subscription, an infinite plan.

Allow Editable

Enabling this allows the subscriber to edit the quantity of goods or services. This cannot be applied for variable type of plan as it is fixed. 

Minimum Quantity

You enter the minimum quantity of goods or services the customer needs to purchase in order to avail the plan.

Maximum Quantity

You enter the maximum quantity of goods or services the customer can purchase within the plan limits.

Stepwise price

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  • A Stepwise price is a cost that does not change steadily with changes in activity volume, but rather at discrete points.

Tax Options

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  • Tax inclusive indicates that the line amount for an item includes the tax for this item.
  • Tax exclusive indicates that tax is not included in the line amount for this item.
  • You can also select the Region Type and Tax type.
Updated 20 Jan 2023
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Steps to Edit Plan
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TABLE OF CONTENTS
Plan Name
Type - Quantity
Type - Variable
Price
Currency
Billing
No.of Billing Cycles
Allow Editable
Minimum Quantity
Maximum Quantity
Stepwise price
Tax Options