Billing Plan Fields Reference
Plan fields
Field
What it means
Name
The plan’s label, such as Adult Karate Monthly.
Trial
Marks a plan as a trial plan.
Default price
The price Kanri selects by default when the plan is used. A plan must have a default price.
Contract template
Optional document template associated with the plan.
Automatically send contract
When enabled, Kanri sends the associated contract when a subscription is created and holds scheduled invoice creation until it is signed.
Archived
Archiving also archives the plan’s prices, removing them from new subscription choices. Kanri blocks archiving while any non-cancelled, non-archived subscription remains attached to the plan; an end date alone does not clear this restriction.

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