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