Creating a Billing Plan

This guide will help you create your own Billing Plan, that you can then assign to your client's Instances.

Requirements

To follow the steps in this tutorial, you should be able to log in to the Partner Portal. For more information on billing in platformOS, check out the announcement about the Billing System Launch.

Steps

Creating a Billing Plan is a three-step process:

Step 1: Locate Partner

In the menu on the left, click on Partners, and select your Partner. The information page of the Partner is displayed.

Step 2: Create Billing Plan

Click on Billing Plans. A list of previously created Billing Plans is displayed (or none, if you haven't created any Billing Plans yet). Click on Create Billing Plan, and fill in the form.

  • Parent Plan Type: Select one of the Billing Plans available to you. The Parent Billing Plan will be the basis of the Billing Plan you're building. For each Instance created with your newly created Billing Plan, you will be charged according to its Parent Plan Type.


  • Plan Type name: Enter a name for your Billing Plan, e.g. "Production 110".
  • Usage Fee name: Enter a name for the usage fee, e.g. "Hosting".
  • Usage Fee price: Provide the total price your client has to pay you in cents.
    You can add multiple Usage fees using the Add another Usage Fee button. Your profit for each Instance is calculated next to the Usage Fee fields. Your profit is the Usage Fee you entered minus the Parent Plan's fee.
  • Currency: Currently, USD is available.
  • Recurring every: Currently, monthly payment is available.

Click on Create Instance Billing Plan Type. A message is displayed that the "Instance Plan Type was successfully created."

Step 3: Make Billing Plan available

Now, you have to make the Billing Plan you created available to select when you want to assign them to your SubPartner's Instances.

  • Select Partners which can use [Billing Plan name]: In the drop-down, select SubPartners you'd like to share this plan with. Then click on Grant permissions.
  • Select Environments: Select which environments this Billing Plan will be available for. Then click on Assign environments.

Next steps

Congratulations! You have created your own Billing Plan. Now you can assign it to your clients' Instances.

Questions?

We are always happy to help with any questions you may have. Check out our Help page, or contact us.