A plan can have several prices, such as a license fee, a support fee and a one-time setup charge. Each price can use its own tax, and invoices tax each price separately.
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Before You Start
Create the taxes you need under Settings → Administration Settings → Taxes. See Taxes in SubscriptionFlow: Overview and Setup.
Create the Plan with Its First Price
- Go to the Products module, open the product, and click Add Plan.
- Enter the Plan name.
- Choose the price type: Recurring, One-time or Usage.
- Enter the Price name and the Price. For a recurring price, choose how often to bill your customers.
- Select Taxable, choose the Tax mode, and select the Tax code.
- Click Create plan.
Add More Prices to the Same Plan
- On the plan, click Add price.
- Choose the price type and enter the price details.
- Select Taxable and choose a Tax code. It can be different from the other prices on the plan.
- Click Create price. Repeat for each price.
The plan now lists every price. In this example, Enterprise Suite – Annual has three prices.
Result on Subscriptions and Invoices
When the plan is added to a subscription, all of its prices are added as charges. On the invoice, the Tax column shows each price taxed with its own tax.
Example: Enterprise Suite – Annual
| Price | Type | Amount | Tax | Tax amount |
|---|---|---|---|---|
| Platform license | Recurring, yearly | $4,800.00 | Sales Tax (8%) | $384.00 |
| Premium support | Recurring, yearly | $1,200.00 | Service Tax (5%) | $60.00 |
| Implementation services | One-time | $2,500.00 | Professional Services Tax (6%) | $150.00 |
| Total Tax | $594.00 | |||
Good to Know
- To change the tax on an existing price, use the price's … button and choose Edit price. Changes apply to new subscriptions only.
- You can leave one price non-taxable while other prices on the same plan are taxed.
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