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Overview
Introduction
Quick start
Checkout Purchases (Hosted Mode)
Change Subscription After Purchases (Hosted Mode)
Make Billing API calls
Simulate Subscriptions (Sandbox)
Testing Cards (Sandbox)
Collect taxes
Transaction Data Storage
Billable metric
What is billable metric
Work with limited-type metric
Work with charged-type metric
Define Products and Plans
What is product and plan
How to add a new product
Add a plan and archive a plan in product tab
Subscription plan
Recurring addon
Onetime payment
Trial plan
Discount code
Introduction
Create, edit, copy and archive
View the usage of a discount code
Inquiry and export
Subscription
Subscription auto-charge workflow
Change subscription plan
Assign Subscription to user
Status
Subscription Configuration Guide
Invoices
Status and workflow
Advanced invoice management
Offline Refund Process
Customized Invoice PDF Issued by
Invoice computation
Transaction
Transaction type and status
Transaction list download
User management
View, edit user information
Assign a subscription plan to a user
Export and import user data
Admin management
Activity logs
Invite more billing admins
Define roles and permissions for billing admins
Webhooks
UniBee webhooks
UniBee webhook events
Reports and export reports
Define and export customizable reports
Promo Credit
Introduction
Enabling the Promo Credit System
Adding or Modifying a User's Promo Credit
Viewing and Exporting the Promo Credit List
How to Integrate Promo Credit for Customers via OpenAPI
On this page
Steps
Step 1: Define Products and Plan
Step 2: Basic Setup
Step 3: Advanced Setup (Optional)
Step 4: Review Summary
Step 5: Save and Activate the Plan
Define Products and Plans
Subscription plan
Steps
To set up a subscription plan in UniBee admin portal, follow these steps:
Step 1: Define Products and Plan
Subscription plans are organized under product offerings. First ensure you have created a product before setting up plans.
Step 2: Basic Setup
Input Plan Name and Description
Enter the name of the plan in the
Plan Name
field.
Provide a brief description of the plan in the “Plan Description” field.
Select the Plan Type
Choose from the dropdown: Main plan, Add-on, or One-time payment
Input External Plan ID (Optional)
If applicable, enter the external identifier for the plan in the “External Plan ID” field.
Choose the Currency
Select the currency for the subscription plan from the currency drop-down menu.
Define the Pricing
Specify the price amount for the plan in the Price field.
Define the Billing Period
Choose the interval unit (day, week, month, or year)
Enter the number of interval units
Examples:
For a monthly recurring plan: Choose
Month
as Interval Unit and input
1
as Interval Count.
For a semi-yearly recurring plan: Choose
Month
as Interval Unit and input
6
as Interval Count.
Step 3: Advanced Setup (Optional)
Configure Add-ons
In the “Recurring Add-ons” field, select add-ons to attach to the main plan
In the “One-time-payment add-on” field, choose one-time payment options
Configure Trial Period
After the Trial switch is turned on, All Trial in the Summary column on the right will show “Yes”
Set a Trial Price (use 0 for free trials)
Define Trial Length by specifying duration and unit (days, weeks, etc.)
Choose whether to require payment information during trial with the “Requires Payment Info” option
Set whether subscriptions should automatically renew after trial ends
Configure Usage-based Billing
Set up limit metered usage
Configure charge metered usage
Set up recurring charge metered usage
Add Custom Data
Add any custom metadata in JSON format if needed for integration purposes
Step 4: Review Summary
The Summary panel displays all your plan configuration settings for easy review before saving.
Step 5: Save and Activate the Plan
Click the “Save” button to save the defined plan.
Click the “Activate” button to activate the plan.
Click the “Publish” button to make the plan available to customers.
By following these steps, you will successfully set up and activate a subscription plan in the UniBee billing system.
Add a plan and archive a plan in product tab
Recurring addon
Assistant
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