Set up a subscription tier
A tier is what a customer is on. Turn a product into one and it becomes selectable when creating a subscription.
- 1On Produkter, open the product with Rediger, or click Tilføj produkt for a new one.
- 2Tick Hoved abonnementsskabelon: Brug dette produkt som primær skabelon til abonnementsplaner
- 3The Indstillinger for hoved abonnementsniveau card appears. List the tier's features there (Nøglefunktioner inkluderet i dette abonnementsniveau) and its cancellation policy.
- 4For a recurring tier, choose the Standard prisperiode. The Faktureringsperioder column on the product list cannot be changed in the product form.
- 5Add its pricing.
Pricing plans. These live on the full product page, which opens from a product link in a report, not in the product form: Prisplaner → Tilføj ny prisplan. Each has a Plannavn (F.eks. Basis, Pro, Enterprise), a Valuta, a Månedspris and an Årspris, plus Funktioner (kommasepareret) — Funktion 1, Funktion 2, Endnu en funktion
Set the annual price deliberately. It is a separate number, not a calculation: leave it at twelve times monthly and you have no annual discount, which is usually not what was intended and is discovered when a customer asks why paying up front saves them nothing.
One plan per currency you actually sell in. A missing currency means somebody types a price by hand at quote time, and hand-typed prices are how a catalogue stops being the source of truth.
Engangsbeløb (kr), under Binding & kampagne: Beløb der faktureres én gang, f.eks. køb af router. Lad stå tomt hvis intet engangsbeløb. A one-off charge on signup then does not need a separate product remembered by the salesperson.
Ingen prisplaner defineret for dette produkt endnu. means the tier is selectable but prices nothing, which produces a subscription at zero rather than an error. Check this before using a new tier in anger.
Deleting a plan is staged, not immediate: Denne handling markerer prisplanen "{{name}}" til sletning. Sletningen færdiggøres, når du gemmer produktet. Hvis planen netop blev tilføjet og ikke er gemt endnu, vil den blive kasseret.
Using it is Create a subscription; VAT and price rules are Prices, VAT and margin.
Var det her nyttigt?