Plans (M)

Owned by Paul Clifton
Last updated: Aug 25, 2023 by Miles Graves
2 min read

The Plans page displays a list of payment plans associated with your customers’ subscriptions. On this page, you can add a new plan or access more information about a specific plan.

Note: A 'Plan' is the amount and frequency that a customer will be charged. 'Subscriptions' assign customers to the Plan. First create a Plan, and afterwords you can add Subscriptions to the Plan. For more information on subscriptions, open the Recurring Payments and Subscription Details pages.

Navigate to the Plans page by clicking the PLUS icon next to Recurring Payments under Payments in the left-hand navigation panel to open the Recurring Payments drop-down. Click Plans in the drop-down menu.

A view of the Plans page, including the Plans Information Banner, the Add Plan Button, and the Plans Table.

Plans Features

Plans Information Banner

The Plans Information banner displays an overview of the plans and subscriptions under your account and allows you to add a new plan.

To add a plan to your account, follow the steps below:

  • Step 1: Click the ADD PLAN button in the upper right-hand corner of the page to open the Add a Plan lightbox.

  • Step 2: Enter the required information in the empty fields.

  • Step 3: To save your information and add the new plan, click ADD in the lightbox. To discard your changes without saving, click CANCEL.

Plans Table

The Plans Table displays all of the plans under your account, and includes the following information:

Plans Table Column Names

Description

Plans Table Column Names

Description

Name

The name of the plan.

Schedule

Indicates how often the plan will incur a charge for the customer.

Amount

The transaction amount in dollars.

Status

Approved, Pending, or Voided. Hover over the icon to view details about the status.

Subscriptions

The number of subscriptions associated with the plan.

Plans Table Action

To view more details about a specific plan listed in the table, click any information in the table row to open the Plan Details page.

Note: Plan details can also be found in the Plan Tab on the Subscription Details page.

Plans Table Customization Options

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Plans table:

Plan Data

  • Name

  • Schedule

  • Amount

  • Status

  • ID

  • Date Created

  • Description

  • Created by

  • Date Modified

  • Modified By

  • Merchant ID

Related Pages

Click the links or items in the Recurring Payments page to access any of the following pages:

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