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Price Plans are configured in Account / Profile / Price Plans

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Price plans allow you to override service and usage prices that are set in the product catalog. The prices you can adjust include: recurring charges, one-time charges, and usage rates. Price plans can be set up to be applicable for a certain period of time or left in effect on an account indefinitely.

Price plans are configured by selecting packages from the product catalog and then configuring custom prices for the charges within the selected packages. When a package configured in an active price plan is added to the an account the alternative pricing will be applied instead of product catalog prices should that same package be configured in the price plan. Only active packages can be added to a price plan. Inactive packages, expired packages or packages with future start dates cannot be attached to a price plan. The prices setup in the plan may only be configured using the account's currency, no other currencies can be configured.

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Note: Price plan's override product catalog pricing but do not override custom pricing set directly on account-packages on the Account / Profile / Packages screen. For example, if you adjust Package A / Service 1's price on the Account Packages screen then that price will be applied even if a price plan is configured to adjust the Service 1 1’s price.

Account Price Plan Panel

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The information in this panel reflects the currently selected price plan. From here you can change price plan details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This tab will show you the packages that have been added to the price plan. From this tab you can add and remove packages on the price plan as well as view and modify the recurring, one-time and usage price overrides that have been configured on each package in the plan. See the guides section below sub pages under this article for instructions on how perform these actions.