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What a plan defines

A billing plan is the template that drives everything: how much a client pays, how often, how many minutes they get, whether they can buy extra minutes, and whether usage above the included limit is billed per minute. When you start a subscription, the plan’s terms at that moment are snapshotted onto the subscription. Editing a plan later does not change an already-running subscription.

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Plan attributes shown in the UI

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Plan name
string
required
The display name shown to you and your client (for example, “Starter”, “Growth”, “100-Minute Pack”).
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Billing rhythm
Daily / Weekly / Monthly / Yearly
How often the billing period repeats. A count greater than one produces labels like “2× Monthly”.
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Currency
string
required
The currency for all amounts on this plan (ISO 4217 code, or a non-standard code such as USDT). This is snapshotted on the subscription and cannot be changed mid-subscription.
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Recurring Billing
toggle
When enabled, the client is charged a flat fee each billing period. When disabled, no fixed fee applies (usage-only plans).Badge states on plan and subscription cards:
  • Recurring · / - shown when enabled.
  • Recurring · Off - shown when disabled.
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Usage-Based Billing
toggle
When enabled, minutes used beyond the included allowance (and any add-on wallet balance) are billed at a per-minute rate. When disabled, no per-minute charge applies.Badge states on plan and subscription cards:
  • Usage · /min - shown when enabled.
  • Usage · Off - shown when disabled.
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Add-on packs · On / Off
badge
Whether this plan allows clients to purchase add-on minute packs. Must be On to assign or apply any add-on packs to a client on this plan.
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Chat Enabled / 1 min = {count} chats
badge
When chat is enabled, included minutes and usage are measured in chat equivalent minutes. The displayed badge “1 min = chats” shows the conversion rate.
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Payment due after period start
days
How many days after the start of a billing cycle the payment request becomes overdue.
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Grace after payment due
days
How many additional days after the due date the client has before the subscription is blocked.
At least one of the recurring fee or usage rate must be set. A plan can also have both (a base fee plus per-minute overage beyond the included allowance).

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Assigning a plan to a client

Before a subscription can start, you must assign a plan to the client.
1

Go to the client's Billing tab

Open the client record and select the Billing tab. If the client uses External Billing, you see the Current Plan section.
2

Assign a Billing Plan

If no plan is assigned, the section shows “Assign a Billing Plan” with a dropdown: Select a plan…Each option in the dropdown is formatted as:
Plan name - {recurring amount} · {per-minute rate} · {rhythm}
Select the plan and click Assign Plan.
3

Confirm the assignment

After assigning, the card shows:
  • “Currently assigned to client” with a green checkmark.
  • The plan name, description, and badge summary (Recurring, Minutes included, Usage, Add-on packs, Chat).
  • The exact pricing block.
  • A Start subscription button.
The client can now log in and see the assigned plan in their portal.
To remove the assignment, click Remove Assignment (the trash icon in the top-right of the assignment card). This removes the plan from the client but preserves any existing subscription history.

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Starting a subscription

You can start a subscription on behalf of the client, or the client can initiate it from their portal.
1

Click 'Start subscription'

On the assignment card, click the Start subscription button.
2

Confirm the dialog

A dialog appears: “Start subscription for this client?”It shows the plan name, price per period, and included minutes, then lists what starting will do:
  • “Activate the subscription with a billing period beginning now.”
  • “Initialize usage tracking (included minutes and add-on balance) for this plan.”
  • “Create a payment request for this billing cycle when applicable.”
Click Start subscription to confirm.
3

Subscription is live

The card switches to “Current subscription” and shows:
  • The current status badge (Active, Past Due, or Blocked).
  • The snapshotted Plan terms (the pricing and settings locked at start time).
  • Billing period - the start and end dates, plus a renewal badge.
  • Payment due after period start and Grace after payment due values.
  • Usage sections: included minutes progress, add-on wallet, and excess minutes if applicable.
A first payment request is created automatically when there is a recurring fee.

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Plan terms snapshot

When a subscription starts, the exact plan terms (price, rhythm, included minutes, per-minute rate, add-on eligibility, chat conversion) are locked in as a snapshot. The card shows:
“Terms below reflect what was active when this subscription started.”
This means you can edit your plan catalog freely without disrupting running subscriptions. To apply new terms to a client, cancel the current subscription and start a new one.