When you first create a plan it is in Draft mode. You can make changes (change line items, prices on items, etc.) while in Draft mode. You can save a pricing plan while in Draft mode and revisit later to make additional changes.
To move the plan into production, you change it to the Active state. Once a plan has been set to Active state AND Saved, the plan can no longer be edited.
Assign Plan to Customers
Active plans can be assigned to customers.
In Amberflo, you can have multiple plans, but one of them must be designated as the Default Plan. To set the Default Plan, you must have at least two Active plans to choose from. If you have only one Active plan, that plan is automatically set as the Default Plan. Whenever a new customer is created in Amberflo, the system automatically assigns the Default Plan to them.
The pricing plans can be created after the customers are created. In this case, the Default Plan will be assigned automatically to a customer when their first meter event is ingested. In this case, the start time of the plan, by default, will be the beginning of the day of that first meter event ingested.
Update an Active Plan
if you wish to make a change to a plan (change price, add/delete line items), it is handled in the following way:
Create a new plan
Create a new plan with the changes you want. To accelerate creating a new plan, you can simply start by copying an existing plan.
Activate the newly created plan.
Deprecate the plan you wanted to change. When you select deprecate, you will be presented an option to select a new plan on which to migrate customers assigned to the current plan you wish to deprecate. Select the newly created and activated plan from the list. Once confirmed, the new plan is in place. The migration of customers is automatic and takes place at the end of their current billing period.
Deprecate (retire) a Plan
If you wish to retire a plan, Amberflo makes it easy to retire plans and provide you out-of-the-box options for automatically migrating customers to a new plan.
Automatic migration of customers
When you retire a plan, you are presented with options to automatically assign customers to a new plan based on billing cycle.
In Amberflo there is the option to transition a customer or group of customers from one plan to another at any time in the billing period. A customer may only have one active pricing plan applied at any given time. So if there is ever a situation where a customer should be assigned a different plan, you must transition them from one to the other.
If proration is enabled, then the transition will take effect immediately and any fixed charges will be prorated based on the number of days that the plan was active for (ie. if a customer is transitioned on the 10th day of a 30 day month, then the fixed charge would be prorated and the customer would only charged for 1/3 of the total fee). If there is a fixed charge on the new plan, then the customer would only owe 2/3 of the charge for that due to the same proration logic. There would be two invoices for that month, one for each of the plans that were assigned during the month, showing the usage-based charges.
If proration is not enabled, then the customer will be charged the full amount of any fixed charges, regardless of when the transition took place. If they are transitioned mid-billing period, then they would be charged the fixed charge for both plans. There would be two invoices for that month, one for each of the plans that were assigned during the month, showing the usage-based charges.
Updated 3 days ago