Note that you don’t need to define a Billable metric to create a Plan. However, if you have usage feature to charge, the price of your Billable metrics is defined inside each Plan. Make sure to understand how to create a Billable metric first.

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Plan structure

A Plan defines the features your customers have access to, the prices paid to access them and the invoicing cadence. In order to invoice a Customer with Lago, you must assign a Plan to a customer.

But first, let’s define the structure of a Plan:

  1. The Plan basic informations
    • A Plan name
    • A Plan code
    • A Plan description
  2. The Plan model
    • A Plan interval
    • A Plan base amount with the currency
    • Boolean to define if the Plan is paid in advance or in arrears
    • A Plan trial period in days
    • Taxes applied to this plan
  3. The additional charges for this Plan (any Billable metrics that have been created)
    • A Charge model
    • A Charge amount and its currency (automatically inherited from the currency of the Plan)
    • A Charge spending minimum
    • Boolean to define if the Charge is paid in advance or in arrears
    • Taxes applied to this charge (overriding the one defined on the plan)

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Editing and deleting Plans

Plans can be fully edited as long as they are not linked to a customer (i.e., no active subscriptions). Once a plan is assigned to a customer, you are able to modify the prices of the subscription or charge fees. Other settings (such as “plan interval”, “pay in advanced”, pro-rated charges …) cannot be edited once they are assigned to a customer.

To update Plans that are already linked to customers, you will need to either remove all active subscriptions or create an entirely new plan.

To update a specific charge in a Plan, it must be removed and re-added with the updated details.

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