Catalog
Plans & billing presets
Core Plans
Plans available to your customers
Billing Presets
Apply a preset to configure all your billing policy knobs at once
SaaS-Standard
recommended- · Immediate upgrades, prorated
- · Downgrades at period end
- · 7-day grace period
- · Block upgrades while dunning
Lenient
- · All changes at period end
- · 14-day grace period
- · Allow all while dunning
Strict
- · Immediate everything
- · 3-day grace period
- · Block all while dunning
Transfer-First
- · Long grace period (21 days)
- · Optimized for VA payments
- · Allow all during dunning
Postpaid / Arrears
- · Arrears billing mode
- · Charge after period
- · Standard grace period