Billing Plan Details Pane

Field	Guidance	Relevancy
ID	Your unique ID for the Billing Plan. The ID can't be changed or reused. Note: use of the forward slash character (/) in merchant identifiers is not allowed.	Required
Statement ID	A merchant-specified, payment processor-specific identifier that is sent with Transactions generated using this Billing Plan. The payment processor uses this value to determine the text displayed on the customer's credit card statement associated with the transaction. Enter a value for the Statement ID only if you and your payment processor have agreed upon one. If you and your payment processor do not establish an ID, leave this field blank. Do not change this value after you first assign it unless you do so at the request of your payment processor. Note: Merchants who use the following payment processors may use this field for specific information: Amazon Compass GlobalCollect MeS Orbital PayU WorldPay Chase Paymentech FDMS Payeezy Stripe	Optional, leave blank if not required by your payment processor
Description	An informative description of the Billing Plan.	Optional
Email	Enter the number of days prior to the end of a billing cycle that you want a pre-billing notification sent to a customer. If Days Before Billing is empty or set to 0 (zero), no pre-billing notification is sent for this Billing Plan. Note: To send an email, an email template must be previously defined.	Optional
Skip the initial Billing Notification	Indicates whether a notification is sent to the customer for the first billing period. Use the toggle switch to select either Yes or No. Default value is No.	Optional
Grace Period Override	Grace period is a merchant level setting, which defines the period that a subscription can stay active even if the recurring transaction billing failed. You can decide to override the global Grace Period setting and designate a grace period specifically for this Billing Plan. Define the number of days that the subscription using this billing plan stays active even if the billing attempt failed.	Optional
Status	Use the toggle switch to set the status of the billing plan to Active/Inactive. This field lets you manage when a billing plan is available to associate with a product or subscription. Default value is Inactive.	Optional
Bills In	Billing Plans can be priced in multiple currencies or Tokens or not at all. Use the toggle switch to select whether the billing plan is billed in Currency or Tokens. The default value is Currency. If you don't want to associate a price for this billing plan, do nothing. Tip: If you'd like the billing plan priced, in the Actions panel, select Manage Currency or Manage Tokens to add or remove currencies or tokens for pricing. The Currency and Token pricing are added in the Billing Periods pane. Note: When creating a subscription, the Billing Plan Bills In choice must be aligned to the subscription's payment method.	Required
End Date	Click the calendar icon to specify when the billing plan ceases to be available. Leave this field blank if you want no end date for the billing plan.	Optional
Created On	A field created automatically once the billing plan is saved. This is the initial date on which the billing plan was created.	N/A
Tax Classification	Subscribe leverages its supported tax vendors (currently Avalara AvaTax and Vertex O Series) to calculate applicable taxes according to the tax classification value entered, your merchant nexus (may refer to your location, the type of business and product you sell, the regions in which you sell), and any unique tax rules configured by Vindicia for your business. In this field, enter the text string provided by your tax vendor for this billing plan (based on the type of related product such as physical goods, software, or electronic data). Your Vindicia implementation resource can assist you with identifying the proper value.	Required for regions where tax is not inclusive and only if the billing plan is billed.

ID

Your unique ID for the Billing Plan. The ID can't be changed or reused.

Note: use of the forward slash character (/) in merchant identifiers is not allowed.

Required

Statement ID

A merchant-specified, payment processor-specific identifier that is sent with Transactions generated using this Billing Plan. The payment processor uses this value to determine the text displayed on the customer's credit card statement associated with the transaction. Enter a value for the Statement ID only if you and your payment processor have agreed upon one. If you and your payment processor do not establish an ID, leave this field blank.

Do not change this value after you first assign it unless you do so at the request of your payment processor.

Note:

Merchants who use the following payment processors may use this field for specific information:

Amazon
Compass
GlobalCollect
MeS
Orbital
PayU
WorldPay
Chase Paymentech
FDMS Payeezy
Stripe

Optional, leave blank if not required by your payment processor

Description

An informative description of the Billing Plan.

Optional

Email

Enter the number of days prior to the end of a billing cycle that you want a pre-billing notification sent to a customer. If Days Before Billing is empty or set to 0 (zero), no pre-billing notification is sent for this Billing Plan.

Note: To send an email, an email template must be previously defined.

Optional

Skip the initial Billing Notification

Indicates whether a notification is sent to the customer for the first billing period. Use the toggle switch to select either Yes or No. Default value is No.

Optional

Grace Period Override

Grace period is a merchant level setting, which defines the period that a subscription can stay active even if the recurring transaction billing failed. You can decide to override the global Grace Period setting and designate a grace period specifically for this Billing Plan. Define the number of days that the subscription using this billing plan stays active even if the billing attempt failed.

Optional

Status

Use the toggle switch to set the status of the billing plan to Active/Inactive. This field lets you manage when a billing plan is available to associate with a product or subscription. Default value is Inactive.

Optional

Bills In

Billing Plans can be priced in multiple currencies or Tokens or not at all. Use the toggle switch to select whether the billing plan is billed in Currency or Tokens. The default value is Currency. If you don't want to associate a price for this billing plan, do nothing.

Tip: If you'd like the billing plan priced, in the Actions panel, select Manage Currency or Manage Tokens to add or remove currencies or tokens for pricing. The Currency and Token pricing are added in the Billing Periods pane.

Note: When creating a subscription, the Billing Plan Bills In choice must be aligned to the subscription's payment method.

Required

End Date

Click the calendar icon to specify when the billing plan ceases to be available. Leave this field blank if you want no end date for the billing plan.

Optional

Created On

A field created automatically once the billing plan is saved. This is the initial date on which the billing plan was created.

N/A

Tax Classification

Subscribe leverages its supported tax vendors (currently Avalara AvaTax and Vertex O Series) to calculate applicable taxes according to the tax classification value entered, your merchant nexus (may refer to your location, the type of business and product you sell, the regions in which you sell), and any unique tax rules configured by Vindicia for your business.

In this field, enter the text string provided by your tax vendor for this billing plan (based on the type of related product such as physical goods, software, or electronic data). Your Vindicia implementation resource can assist you with identifying the proper value.

Required for regions where tax is not inclusive and only if the billing plan is billed.