Task 4: Products and pricing plans

Docs: Create a product and pricing plan.

Here is a short video tutorial on creating a product and pricing plan:

Create 2 products with 2 pricing plans each.

Product 1

• Product name: Software
• Product ID: software
• Product description: Software to solve your problems.
• Unit label: seats
• Accounting code: 0000
• Taxable: True
• Tax category ID: Software as a Service (30070)
• Shippable: False

Pricing plan 1

• Name: Basic plan
• Currency: USD
• Recurring: True
• Pricing formula: Flat rate
• Price per seat: $50
• Recurs: Forever (until canceled)
• Recurring period: 1 month
• Billing timing: Prepaid
• Activate service period anchor: False
• Activate issued time shift: false
• Activate due time shift: False
• Activate trial: False
• Use setup fee: False

Pricing plan 2

• Name: Pro plan
• Currency: USD
• Recurring: True
• Pricing formula: Flat rate
• Price per seat: $200
• Recurs: Forever (until canceled)
• Recurring period: 1 month
• Billing timing: Prepaid
• Activate service period anchor: False
• Activate issued time shift: False
• Activate due time shift: False
• Activate trial: False
• Use setup fee: True
• Set up price: $50

Product 2

• Product name: Consulting services
• Product ID: consulting-services
• Product description: Consulting services for your toughest problems.
• Unit label: hours
• Accounting code: 2000
• Taxable: True
• Tax category ID: General (0000)
• Shippable: False

Pricing plan 2

• Name: Basic consulting
• Currency: USD
• Recurring: False
• Pricing formula: Flat rate
• Price per hour: $375

Pricing plan 2.1

• Name: Pro consulting
• Currency: USD
• Recurring: False
• Pricing formula: Flat rate
• Price per hour: $500