How to Create Price Plans in SuiteBilling

🚨 Need help creating price plans for your subscription plans in NetSuite? 🚨

This quick tutorial will guide you through the steps to create price plans for your subscription plans in NetSuite. 💻📊

Step-by-Step Guide 📋

1. Navigate to Subscription Plans
   • First, go to Subscription Plans in NetSuite. 🗂️
   • Click on View, and then open the Price Book subtab. 📚
2. Create a Price Book (if needed)
   • If you don’t have a price book yet, you’ll need to create one. 🆕
   • I have another video that focuses on how to create a price book, but today, we’ll focus on the Pricing Plan part. 🎯
3. Edit the Price Plan
   • Click on the item and select the Edit icon, which will open a new window for the price plan. 🖱️💻
4. Choose Between Tiered and Volume Pricing
   • In this window, choose the pricing type: either Tiered or Volume. 🔄
   • If you choose Tiered, you can set different rates for items within specific quantity ranges. 📊
   • Volume Pricing applies the same price to all items based on the total quantity sold. 🔢
5. Set Minimum and Maximum Amounts
   • Don’t forget to set minimum and maximum amounts if needed. 📉📈
6. Select Pricing Options
   • You can choose between Rate (which calculates by multiplying quantity by rate) or Fixed Amount (a constant charge regardless of quantity). ⚖️
   • Enter the rate or amount for the pricing tier. For multiple tiers, click Add to create additional pricing levels. ➕📅
7. Set the Charge Frequency
   • Back in the Price Book, you can specify the Charge Frequency (e.g., weekly, monthly, annually). 🔄⏳
   • For recurring items, use the Repeat Every field to define the recurrence interval. 📆
8. Save and Automate Invoice Collection
   • Once you’ve set everything up, save your changes. 💾
   • Remember, all the invoices generated from your price book can be easily managed with Kolleno, which automates this process in a white-labeled, human way. 🛠️🤖

Congratulations! 🎊 You’ve successfully created price plans in SuiteBilling! 🌟🎉

If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥✨💼