Overview
If Billable metrics are made to measure customer usage, Plans are made to apply prices to this usage.
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.
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:
- The Plan basic informations
- A Plan
name
- A Plan
code
- A Plan
description
- A Plan
- The Plan model
- A Plan
interval
- A Plan base
amount
with thecurrency
- Boolean to define if the Plan is paid in advance or in arrears
- A Plan
trial period
in days - Taxes applied to this plan
- A Plan
- The additional charges for this Plan (any Billable metrics
that have been created)
- A Charge
model
- A Charge
amount
and itscurrency
(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)
- A Charge
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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