Plans

The Finance → Plans page is where you define billing plans, version them, and bind meters to their limits and prices. See Plans & Meters for the conceptual model.

Layout

The page is card-based, one card per plan. Header has a Create Custom Plan button (top right).

Plan card

Each card shows:

• Plan name.
• Status badges:
  • Built-in / Custom.
  • Billing interval — Monthly / Quarterly / Annual / Perpetual.
• Version selector — if the plan has multiple versions, a dropdown lets you switch which version the table displays. Useful for reviewing retired versions.
• Effective date range.
• Meter count.
• Add Version button.
• Meter limits table.

Meter limits table

Column	Notes
Meter	Display name and key.
Included Qty	Units included before overage. "Unlimited" means no cap. 0 with a non-zero overage price means "pay per unit from zero".
Overage Unit Price / Interval	Cost per unit above the included quantity. $0 means hard limit — usage above the cap is blocked, not charged.
Currency	USD.

Creating a custom plan

Click Create Custom Plan. The modal asks for:

• Display name — auto-generates an internal plan key.
• Billing Interval — Monthly / Quarterly / Annual / Perpetual.
• Meter limits — one row per meter. For each meter, select it, enter its included quantity, and its overage unit price.

Click Create Plan. The plan appears as a new card.

Creating a new plan version

Click Add Version on a plan card.

• The modal pre-fills with the current version's meter limits.
• Edit any limits you want to change.
• Click Create v[N].

The previous version is automatically retired (its retirement date is set), and the new version becomes current. Existing customers stay pinned to whatever version they had — they must be upgraded to the new version explicitly. The Console flags out-of-date customers in Finance Customers with a warning icon and offers an upgrade banner on their billing page.

Notes

• Plans have no inline "edit current version" affordance. To change something, create a new version. This preserves history and prevents accidentally rewriting active invoices' source-of-truth.
• Built-in plans are read-only. Use them as templates if you need a similar custom plan.
• Hard limits ($0 overage) prevent overage charges by blocking usage above the cap. Customers see this as a quota enforcement in their portal.
• The page does not paginate. If the plan list grows long, use the version selector inside each plan card to focus on what you need.