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Details

ID (Required)

This is 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 new Billing Plan.

Statement ID

A payment-processor specific identifier that is sent with Transactions generated using this Billing Plan. This identifier must conform to the payment processor's rules. The payment processor uses this value to determine the text that is displayed on the customer's 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, AutoBill 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.

Description

An informative description of the Billing Plan.

Status

Indicates whether a Plan is active or inactive. Use this field to control when a Billing Plan is available to associate with a Product or AutoBill. 

End Date

A date stamp to indicate when a Billing Plan is no longer available. Enter a date greater than or equal to today’s date, or click Today to insert the current year, month, and day. If this field is empty, there is no end date for the Billing Plan.

Email Before Billing (Required)

The number of days prior to the end of a billing cycle that a pre-billing notification is sent to a customer. If set to 0 (zero), no pre-billing notification is sent for this Billing Plan.

Tax Classification

Use the Tax Classification field to specify the tax classification applicable to any plan-level charges (that is, prices associated with the Billing Plan directly, not those from individually priced AutoBill Items).

If you are configured to have Avalara or Vertex sales tax engine, this is a free text field where you specify your tax code for the Billing Plan. This tax classification code has to be  mapped to your sales tax engine. 

If you're configure to use Vindicia sales tax engine, select from among the following: 

  • Downloadable Electronic Data
  • Downloadable Executable Software
  • Other Taxable
  • Physical Goods
  • Service
  • Tax Exempt
  • Other

A null value in this field causes CashBox to use the tax classification assigned to the Primary Product, which is the first active AutoBill Item on a given AutoBill. If you put a dash (–) in this field, no tax classification is assigned, leaving any tax calculation to the default or other applicable rules as defined within the Tax Service (that is, Avalara or Vertex). For example, The Billing Plan Identifier can be configured in Avalara's AvaTax as a "Tax Item", which will allow local override of the taxes charged for the Billing Plan-related charge.