The Add Service Plan page is a two-step wizard that guides you through configuring service plans that serve as the foundation for billing your clients. Once configured, service plans allow your clients to order your services. Each service plan contains defaults and starting service configurations that migrates to the individual services created to bill your clients. 

Steps

Access the Add Service Plan Page

1. From the Ubersmith Dashboard, click Setup.
   
   

   The Ubersmith Settings page appears.

2. From the Clients section, click Service Plans.
   
    The Service Plans page appears.

3. Click Add New Service Plan.
   
   The Add Service Plan page appears.

Complete the first tab

1. In the Service Title field, enter the title of the service. This field populates the Add Service page.
2.  In the Service Category field, enter a category for the service plan to belong to. Categories organize service plans for use with the Ubersmith API.
3.  In the Service Code field, enter an alternative abbreviated name or number to represent the service plan. This code will display on your customers’ invoices.
4.  In the Accessible by API field, select either Yes or No to make this service plan available to the Ubersmith API.
5.  In the Allow Quoting field, select either Yes or No to make this service plan available to the Order Management functionality, so you can offer quotes of this service to your customers.

6. Click Next.
   
   The Pricing page appears. 

Complete the Pricing Page

1. In the Default Prices and Setup Fee fields, enter the price for the service plan. 
   These fields contain a range of pricing options you can charge for the service. The columns represent selectable renewal periods and the rows are the service plan’s price and setup fee. For example, the product is $50 a month with a $100 setup fee.
2. Select the Setup Fee Quantity Sensitive field to multiply the service’s price by the quantity when it is added to a client's account.
3. In the Default Period field, select the default billing period to be used for this service.
4. In the Default Quantity field, enter the default starting quantity for services based on this service plan.
5. In the Default Billing Type field, select the default billing type.
   By Month multiplies the base price of the service by the number of months in its renewal period.
   By Period takes the base price as representative of the full cost for the service's renewal period.  
6. In the Automatically Charge field, select Yes or No to allow this service to automatically charge your client's credit card or bank account upon being invoiced.
7. In the Post Renew field, select Yes or No to allow this service to be billed in arrears.
8. In the Auto Prorate field, select Yes or No to allows this service to have prorated billing.
9. Click Save or Save & New.
    

Related Topics 

Editing a Service Plan

Adding a Service

API

Quoting

Billing Periods

Service Plan Upgrades