How do I create a custom plan?

Who can do this

Platform Admin or Finance Admin

A custom plan is a private plan attached to one customer — used when a customer needs pricing or limits that don't fit the published plans (Starter / Professional / Enterprise).

Steps

1. Open Finance → Plans.
2. Click Create Custom Plan.
3. Pick the customer the plan attaches to. Custom plans aren't visible to other customers.
4. Fill in:
   • Name and description.
   • Meter limits — set MAU, API Calls, Storage, and Workflows for this plan.
   • Pricing — base fee + per-unit overages.
   • Effective from date.
5. Click Create.
6. From the customer's Customer Billing page, switch them onto the new plan.

Result

The custom plan appears in the Plans list with a Custom badge and the bound customer. Billing for the next invoice cycle uses the new plan; existing invoices are unaffected.

Related

• How do I configure billing for a customer?
• How do I issue a credit?