While you can override or modify the "Setup Fee" for any existing Plan on a client-by-client basis, if you would like to change the "Recurring Charge," you will need to create a new Plan. This is helpful if you offer different pricing tiers for your customers.
- Please Note: You must connect to Stripe to activate the Client Billing feature before you can create a plan.
1. You can start from 1 of 2 places:
A) From the Client Billing section, click on the option to "Set Up an Upfront + Recurring Fee"
Click on the link to "Create New Plan"
or:
B) From the Account > Settings screen in your dashboard, in the "Collect Online Payments" section, click "Create New Plan"
3. Enter a Plan Name, Setup Fee, Recurring Charge and Billing Frequency for the new plan.
- Plan Name - This is how you will reference the plan in the future.
- Setup Fee - This is the default price you will charge clients for building their website. You can always change or even eliminate this fee for each client.
- Recurring Charge - This is how much you will be charging for monthly service. If you would like to change the Recurring Charge, you will need to create a new plan.
- Billing Frequency - This is how often your client will be charged. Selecting "Monthly" charges your client every month. Selecting "Yearly" charges your client every 12 months.
4. Click the "Create Plan" button.
This new Plan is now ready to use!