Adding Service Plans Estimated Reading Time: 4 Minutes A service plan is the template for the services that you bill to clients. It contains the default prices and settings. When you add a service to a client, the service gets these defaults from the plan. You can change them for each service. The Add Service Plan window has two steps: the details of the plan, and the pricing. Open the Add Service Plan window Click Settings. In the Services section, click Service Plans. Click Add New Service Plan. The Add Service Plan window opens. Step 1: Complete the details In the Service Title field, type the name of the plan. Staff members select the plan by this name when they add a service. This field is required. In the Service Category field, type a category. Categories group the service plans, for example in the API and on order forms. In the Service Code field, type a short code for the plan. The code shows on the invoices of the client. If the QuickBooks Income Account field shows, type the QuickBooks income account for the plan. This field shows only if the QuickBooks Web Connector is turned on for the brand. It is then required. In the Accessible by API field, select YES to make the plan available through the Ubersmith API. In the Allow Quoting field, select YES to let staff members add the plan to sales quotes. If you use more than one language, click the tab of each language. Type the Service Title and Service Category in that language. Optional: Click the Data tab to store extra data with the plan. Type a Name and a Value. To add a row, click the plus icon. Each name must be different. The API and order forms can use this data. Click Next. Step 2: Complete the pricing For each billing period that you offer, type the Default Prices and the Setup Fee. Each row is a billing period: One Time Fee, Monthly, Quarterly, Semi-Annually, or Annually. For example, for $50 each month with a $100 setup fee, type 50.00 and 100.00 in the Monthly row. For a one-time fee with a setup fee, use the One Time Fee row. In the Setup Fee Quantity Sensitive field, select the checkbox to multiply the setup fee by the quantity of the service. Clear it to charge the setup fee one time. This checkbox is selected by default. In the Default Period field, select the default billing period of the services. In the Default Quantity field, type the default quantity. In the Default Billing Type field, select one of these options: By Month: the price is for one month. Ubersmith multiplies it by the number of months in the billing period. By Period: the price is for the full billing period. If the Bill In Advance field shows, select YES to let Ubersmith invoice the service up to 31 days early, as the billing settings of the client allow. This field does not show for the Monthly period. In the Automatically Charge field, select YES to charge the credit card or bank account of the client automatically when Ubersmith invoices the service. If the Post Renew field shows, select YES to bill the service in arrears. This field does not show for the One Time Fee period. In the Auto Prorate field, select YES to let Ubersmith prorate the service automatically. Proration also uses the Default Renewal Date of the client. Click Save, or click Save & New to add another plan. To go back to step 1, click Back. When you click Save, the details page of the new plan opens. Set the other plan settings Some plan settings are not in the Add Service Plan window. To set them, edit the plan after you save it: On the details page of the plan, in the Pricing & Period Defaults box, click edit. Click the Config tab. Set the settings that you need: Auto-Suspend: select the checkbox, then type the number of days. Ubersmith suspends the service when its invoice is overdue for this number of days. Auto-Cancel: select the checkbox, then type the number of days. Ubersmith cancels the service when its invoice is overdue for this number of days. Invoice when cost is $0.00: select YES to include the service on invoices when its cost is zero. Click Update.