Note that you don’t need to define a Billable metric to create a Plan. However, if you have usage feature to charge, the price of your Billable metrics is defined inside each Plan. Make sure to understand how to create a Billable metric first.

Plan structure

A Plan defines the features your customers have access to, the prices paid to access them and the invoicing cadence. In order to invoice a Customer with Lago, you must assign a Plan to a customer.

But first, let’s define the structure of a Plan:

  • Dashboard

  • API

  1. The Plan basic informations
    • A Plan name
    • A Plan code
    • A Plan description
  2. The Plan model
    • A Plan interval
    • A Plan base amount with the currency
    • Boolean to define if the Plan is paid in advance or in arrears
    • A Plan trial period in days
    • Taxes applied to this plan
  3. The additional charges for this Plan (any Billable metrics that have been created)
    • A Charge model
    • A Charge amount and its currency (automatically inherited from the currency of the Plan)
    • A Charge spending minimum
    • Boolean to define if the Charge is paid in advance or in arrears
    • Taxes applied to this charge (overriding the one defined on the plan)

All Plans and their charges must be defined from the UI of the Lago application.

Editing and deleting Plans

Plans can be edited and deleted only if they are not linked to a Customer (meaning there is no active subscription for this Plan).

If you want to make a change to a Plan already linked to a Customer, you have 2 options:

  1. Remove all active subscriptions
  2. Create a new Plan