The colored bar at the top of the Details pane indicates whether the billing plan is currently in use by customers (on a Subscription). Changes you make to billing plans in use on subscriptions take effect immediately, and will apply to those customer subscriptions.
Your unique ID for the Billing Plan.
Once created, do not change the Billing Plan ID unless absolutely necessary, as existing records in the CashBox database reference the current ID. Also, do not reuse a previously assigned Billing Plan ID when creating a new billing plan. If you do, CashBox will return an error, and will not create the billing plan.
Payment processor-specific identifier that is sent with transactions generated using this billing plan. This identifier must conform to payment processor rules. The payment processor uses this value to determine the text that is displayed on the customer credit card statement associated with the transaction.
A Billing Statement ID entered when creating a Billing Plan may be subsequently overridden by a Billing Statement ID specified in the Product, Subscription or Transaction. Do not change this value unless your payment processor requests it.
Note: Merchants who use GlobalCollect, MeS, Litle & Co. or Chase Paymentech for payment processing can use this field to provide payment processor-specific information.
For more information, see Custom Billing Statement Identifier Requirements.
An informative description of the Billing Plan.
Enter the number of days prior to the end of a billing cycle that you want a pre-billing notification sent to a customer. If Days Before Billing is empty or set to 0 (zero), no pre-billing notification is sent for this Billing Plan.
Skip the initial Billing Notification
Set the status of the billing plan (Active/Inactive). Use this field to control when a billing plan is available to associate with a product or subscription.
Set this field to have the plan paid in Currency or Tokens. Then, in the Actions sidebar, select Manage Currency or Manage Tokens to add or remove currencies or tokens.
Click the calendar icon to specify when the billing plan ceases to be available. Leave this field blank if you want no end date for the billing plan.
CashBox uses the Tax Classification field, in conjunction with merchant nexus and tax rules provided during implementation, to calculate appropriate taxes, if any. This field contains the text string that corresponds to the classification in your tax engine for this product (physical goods, software, electronic data, and so on). If you are using the legacy Vindicia tax engine, a dropdown box will appear for a selection.