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💼Getting started with MYFUNDBOX
📊Dashboard
👦Profile
👤Customers
📜Manage Subscription
📪Disputes
💸Payments
🃏Plans
🚀Pay Link
📄Invoices
📹Payouts
📈Analytic / Reports
🎪Customer Portal
⚙️Settings
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Steps to create plan

14min

To create a plan click on the +ADD PLAN at the top right corner of the PLANS page. It will be shown as below.

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A pop up appears for you to enter your plan details for your customers

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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

There will be two types of plans to choose as per your convenience 

  • Quantity 
  • Variable

Quantity

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

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  price for either quantity or variable of your choice 

Currency

Currency which you would like to price for that plan. You can see the list of supported currencies here.

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: 

  • One-Off
  • Daily 
  • Weekly 
  • Monthly 
  • Quarterly 
  • Half yearly
  • Annually

No.of Billing Cycles

Billing cycles will continue for a specific period of time given here, if not entered will continue until cancelled .

Allow Editable

Enabling this allows the subscriber to edit the quantity of goods or services. In Variable type, it allows your user to pay as much they would like to. 

Minimum Quantity

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

Maximum Quantity

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

Stepwise price

Adding this, allows you to give pricing for your quantities according to the segregation of number of goods as shown below.

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Here you can enter the range of min quantity and max quantity and price it for that particular range  

You can click + under Action to enter the next step for pricing.

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Tax Options

Tax can be included according to the region and percentage from Add Tax option in Tax and coupons from Settings. 

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  • Tax Inclusive refers to the tax amount that is included in the purchase amount.
  • Tax exclusive indicates that tax amount is not included with the purchase amount.
  • You can also add tax for a particular region our MYFUNDBOX website. To Add Tax.



Updated 19 May 2023
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TABLE OF CONTENTS
Plan Name
Type
Quantity
Variable
Price
Currency
Billing
No.of Billing Cycles
Allow Editable
Minimum Quantity
Maximum Quantity
Stepwise price
Tax Options