Plans

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Plans

⚙ Pricing Page

Pricing Page Config

Public Pricing Page

Domain Page Slug

PreLaunch Banner Enabled

Badge Text Title Subtitle

Plan Cards

The AppSite template recreates the public page JSON using the existing pricing page layout and CSS.

Generated Pricing Page Preview —

Customers

Name	Email	Plan	Billing	Status	Next Renewal	MRR

💳

No customers yet

Click New Plan Customer to add your first plan customer.

Billing Events

Date	Type	Customer	Plan	Amount	Tax	Method	Reference	Invoice #	GL / JE	Notes

No billing events recorded yet.

Team Members

Name	Email	Role	Status	Added

👥

No team members yet

Click Invite to add your first team member.

Plan Card

Plan ID (data key) Preview Slug (/plans/slug)

Name Description

Price Display Order (0 = first)

Button Text (blank = no button) Enabled Highlighted (Pro card)

Pricing Lines (one per line) Features (one per line)

New Plan

Plan Name

Billing Cycle Price ($)

Division GL Account (Revenue)

Description Active (available for new customers)

New Plan Customer

CRM Contact Choose an existing CRM contact to link this plan customer.

Name Email

Plan Status Next Renewal

Notes

New Billing Event

Date * Event Type *

Customer * Plan

From Plan To Plan

Amount ($) Tax ($)

Payment Method Reference / Txn #

Invoice # Currency

Division GL Account (Revenue)

Notes / Memo

💼 Payment, upgrade, downgrade, refund, chargeback, and credit events are automatically posted as journal entries in Books.

Invite Team Member

Email address

Role

Edit Member

Name Email

Role