Create a Billing Plan
Create the plan
Go to Billing → Plans.
Select New Plan.
Enter a recognizable Plan Name, such as Adult Karate or Junior Competition Team. Keep the amount and interval in the price details rather than the plan name.
Choose a Price Type. The form changes to show the fields for that type:
Ongoing: amount and payment interval.
Paid in Full: amount and term length, such as 1 Year.
Fixed Term: amount, payment interval, and number of payments.
Scholarship: saves as a zero-payment price.
Session Block: amount and number of sessions per block, with optional auto reload settings.
Per Session: amount per session and whether usage is billed immediately or in a recurring cycle.
Fill in the price fields. For example, for monthly tuition enter the amount, 1, and Month. For payment every two weeks, enter 2 and Week.
If needed, mark the plan as a Trial Plan. This marks the offering; it does not, by itself, set a delayed first payment.
If the Documents feature is available, optionally choose a contract template and whether to auto-send it when a subscription is created.
Review the plan name and all payment details, then select Create Plan.
Kanri opens the new plan. Check the price summary before assigning it to a member. For a plan with multiple rates, add another price and choose the default price when editing the plan.

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