ChargebeeAPI

Create a plan

Idempotency Supported

This endpoint creates a new plan based on the plan Id and plan name.

Sample Request

URL Format

POST https://[site].chargebee.com/api/v2/plans

Input Parameters

id
required, string, max chars=100

A unique ID for your system to identify the plan.

name
required, string, max chars=100

The display name used in web interface for identifying the plan.

invoice_name
optional, string, max chars=100

Display name used in invoice. If it is not configured then name is used in invoice.

description
optional, string, max chars=2000

Description about the plan to show in the hosted pages & customer portal. Note:

If your input contains characters that are subjected to sanitization (like incomplete HTML tags), the sanitization process might increase the length of your input. If the sanitized input exceeds the limit, your request will be rejected.

trial_period
optional, integer, min=1

The free time window for your customer to try your product.

trial_period_unit
optional, enumerated string

Time unit for the trial period.

Possible Enum Values
day

In days

month

In months

trial_end_action
optional, enumerated string

Applicable only when End-of-trial Action has been enabled for the site. Whenever the plan has a trial period, this attribute (parameter) is returned (required) and specifies the operation to be carried out for the subscription once the trial ends. This can be overridden at the subscription-level .

Possible Enum Values
site_default

The action configured for the site at the time when the trial ends, takes effect.

activate_subscription

The subscription activates and charges are raised for non-metered items.

cancel_subscription

The subscription cancels.

period
optional, integer, default=1, min=1

Defines billing frequency. Example: to bill customer every 3 months, provide "3" here.

period_unit
optional, enumerated string, default=month

Defines billing frequency in association with billing period.

Possible Enum Values
day

Charge based on day(s)

week

Charge based on week(s)

month

Charge based on month(s)

year

Charge based on year(s)

setup_cost
optional, in cents, min=1

One-time setup fee charged as part of the first invoice.

price
optional, in cents, min=0

The price of the plan. The unit depends on the type of currency .

price_in_decimal
optional, string, max chars=39

The price of the plan when the pricing_model is flat_fee. When the pricing model is per_unit , it is the price per unit quantity of the plan. Not applicable for the other pricing models. The value is in decimal and in major units of the currency. Also, this is only applicable when multi-decimal pricing is enabled. .

currency_code
required if Multicurrency is enabled, string, max chars=3

The currency code (ISO 4217 format) of the plan.

billing_cycles
optional, integer, min=1

The number of billing cycles the subscription is active. The subscription is moved to non renewing state and then to cancelled state automatically.

pricing_model
optional, enumerated string, default=flat_fee

Defines how the recurring charges for the subscription is calculated.

Possible Enum Values
flat_fee

A fixed price that is not quantity-based.

per_unit

A fixed price per unit quantity.

tiered

There are quantity tiers for which per unit prices are set. Quantities are purchased from successive tiers.

volume

The per unit price is based on the tier that the total quantity falls in.

stairstep

A quantity-based pricing scheme. The item is charged a fixed price based on the tier that the total quantity falls in.

free_quantity
optional, integer, default=0, min=0

Free quantity the subscriptions of this plan will have. Only the quantity more than this will be charged for the subscription.

free_quantity_in_decimal
optional, string, max chars=33

The quantity of the plan that is available free-of-charge, represented in decimal. When a subscription is created for this plan or when the plan of a subscription is changed to this one, only the quantity above this number is charged for. Applicable for quantity-based plans and only when multi-decimal pricing is enabled. .

addon_applicability
optional, enumerated string, default=all

Indicates if all or only some addons are applicable with the plan.

Possible Enum Values
all

All addons are applicable with this plan.

restricted

Only addons marked as 'applicable_addons' are applicable with the plan.

redirect_url
optional, string, max chars=500

The url to redirect on successful checkout. Eg: https://yoursite.com/success.html?plan=basic.

enabled_in_hosted_pages
optional, boolean, default=true

If true, allow checkout through plan specific hosted page URL for this plan.

enabled_in_portal
optional, boolean, default=true

If enabled, customers can switch to this plan using the 'Change Subscription' option in the customer portal.

taxable
optional, boolean, default=true

Specifies whether taxes apply to this plan. This value is set and returned even if Taxes have been disabled in Chargebee. However, the value is effective only while Taxes are enabled.

tax_profile_id
optional, string, max chars=50

Tax profile of the plan.

tax_code
optional, string, max chars=50

The Avalara tax codes to which items are mapped to should be provided here. Applicable only if you use Chargebee's AvaTax for Sales integration .

hsn_code
optional, string, max chars=50

The HSN code to which the item is mapped for calculating the customer's tax in India. Applicable only when both of the following conditions are true:

taxjar_product_code
optional, string, max chars=50

The TaxJar product codes to which items are mapped to should be provided here. Applicable only if you use Chargebee's TaxJar integration .

avalara_sale_type
optional, enumerated string

Indicates the type of sale carried out. This is applicable only if you use Chargebee's AvaTax for Communications integration.

Possible Enum Values
wholesale

Transaction is a sale to another company that will resell your product or service to another consumer

retail

Transaction is a sale to an end user

consumed

Transaction is for an item that is consumed directly

vendor_use

Transaction is for an item that is subject to vendor use tax

avalara_transaction_type
optional, integer

Indicates the type of product to be taxed. Values for this field can be taken from Avalara. This is applicable only if you use Chargebee's AvaTax for Communications integration.

avalara_service_type
optional, integer

Indicates the type of service for the product to be taxed. Values for this field can be taken from Avalara. This is applicable only if you use Chargebee's AvaTax for Communications integration.

sku
optional, string, max chars=100

The field is used as Product name/code in your third party accounting application. Chargebee will use it as an alternate name in your accounting application.

accounting_code
optional, string, max chars=100

This field is to capture the Account code setup in your Accounting system for integration purposes only.

accounting_category1
optional, string, max chars=100

Used exclusively with the following accounting integrations

  • Xero: If you've categorized your products in Xero, provide the category name and option. Use the format: : . For example:Location: Singapore.
  • QuickBooks: If you've categorized your product sales in QuickBooks according to Classes, provide the class name here. Use the following format: ::...
  • NetSuite: If you've categorized your products in NetSuite under Classes, provide the class name here. Use the following format: : : .... For example: Services : Plan.
  • Intacct: If you've classified your products in Intacct under Locations, provide the name of the Location here.
accounting_category2
optional, string, max chars=100

Used exclusively with the following accounting integrations

  • Xero: If you've categorized your products in Xero, then provide the second category name and option here. Use the format: : .... For example, Region: South
  • QuickBooks: If you've categorized your product sales in QuickBooks according to Location, provide the Location name here. Use the following format: ::.... For example: Location: North America: Canada
  • NetSuite: If you've categorized your products in NetSuite under Locations, provide the location name here. Use the following format : : .... For example: NA:US:CA
  • Intacct: If you've classified your products in Intacct under Dimensions, provide the value of the Dimension here.
accounting_category3
optional, string, max chars=100

Used exclusively with the following accounting integrations

  • NetSuite: If you've categorized your products in NetSuite under Departments, pass the department name here. Use the following format: : : .... For example: Production: Assembly.
  • Intacct: If you've classified your products in Intacct under multiple Dimensions, provide the value of the second Dimension here. .
accounting_category4
optional, string, max chars=100

Used exclusively with the following accounting integrations

  • NetSuite: Provide the "Revenue Recognition Rule Id" for the product from NetSuite.
  • Intacct: If you have configured "Revenue Recognition Templates" for products in Intacct, provide the template ID for the product. .
is_shippable
optional, boolean, default=false

If enabled, charges for this plan/addon will be added to orders.

shipping_frequency_period
optional, integer, min=1

Defines the shipping frequency. Example: to bill customer every 2 weeks, provide "2" here.

shipping_frequency_period_unit
optional, enumerated string

Defines the shipping frequency in association with shipping period.

Possible Enum Values
year

Ship based on year(s)

month

Ship based on month(s)

week

Ship based on week(s)

day

Ship based on day(s)

invoice_notes
optional, string, max chars=2000

A customer-facing note added to all invoices associated with this API resource. This note becomes one among all the notes displayed on the invoice PDF.

meta_data
optional, jsonobject

A collection of key-value pairs that provides extra information about the plan.

Note: There's a character limit of 65,535.

Learn more .

show_description_in_invoices
optional, boolean, default=false

Whether the plan.description should be shown on invoice PDFs. If this Boolean is changed, only invoices generated (or regenerated )after the change are affected; past invoices are not.

show_description_in_quotes
optional, boolean, default=false

Whether the plan description should be shown on quote PDFs. If this Boolean is changed, only quotes created after the change are affected; past quotes are not.

giftable
optional, boolean, default=false

Specifies if the plan should be gifted or not.

status
optional, enumerated string, default=active

The plan state.

Possible Enum Values
active

New subscriptions can be created with the plan.

archived

No new subscriptions allowed for the plan. Existing subscriptions on this plan will remain as-is and can be migrated to another active plan if required.

claim_url
optional, string, max chars=500

The url to redirect on successful claim. Eg: https://yoursite.com/claim_success.html?plan=basic.

tiers
optional, integer

Parameters for tiers

tax_providers_fields
optional, string

Parameters for tax_providers_fields

applicable_addons
optional, string

Parameters for applicable_addons

event_based_addons
optional, string

Parameters for event_based_addons

attached_addons
optional, string

Parameters for attached_addons

Returns

planPlan object

Resource object representing plan