In Hyperline, a plan is a set of products with pre-configured prices, subscription and invoicing options. They are used to represent your packaged offering in a structured way with customer-facing naming. Plans work as template for subscriptions: by selecting the plan in the subscription assignment flow, the subscription configuration will be pre-filled. When assigning a subscription, all information inherited from the plan can be customized without affecting the original plan.

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Configuration

Plans can have a name that will be displayed to the final customer on their portal. The internal description, as its name suggests, is for internal use and will not be displayed to customers.

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Contract settings

A contract duration can be set in relative terms (events for contract start date, duration or forever for the contract end date). If not set, the contract duration will be toggled of by default.

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Invoicing settings

All invoicing settings such as generate draft invoices and generate documents can be toggled on and configured by default.

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Products

A plan must contain at least one product, and up to an infinite number of products. These products can inherit from pricing configuration (payment interval, schedule, price per unit, name and description) previously set in the product catalog, or customized for this plan only.
When your account supports multiple currencies, you can configure pricing for each one by selecting the desired currency from the dropdown.

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Plan update

When updating a plan (adding/removing/editing a product for example) the subscriptions with the plan assigned will not be automatically updated.