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# Plans

**Plans** let you package agent pricing into reusable tiers — Starter, Pro, Enterprise — without duplicating configuration on every customer. Each plan belongs to one agent and carries its own full pricing: setup fees, platform fees, seat fees, activity/outcome indicators, and credit benefits.

## Why use plans?

| Without plans                              | With plans                                         |
| ------------------------------------------ | -------------------------------------------------- |
| Every customer uses default agent pricing  | Offer tiered packages (Starter / Pro / Enterprise) |
| Enterprise deals require editing the agent | Negotiated pricing lives in a **Custom** plan      |
| Upgrades mean reconfiguring the agent      | Change the plan on an order line in one click      |

Plans are referenced on **order lines**. When billing runs, Paygent uses the plan's pricing snapshot for that customer — not the agent's default pricing.

---

## Standard vs Custom plans

Paygent supports two plan types:

### Standard plans

Public tiers you sell to most customers.

* Created under sidebar **Plans → Standard**
* Available to any customer when creating an order
* Typical use: Starter ($99/mo), Pro ($299/mo), Enterprise (custom seat count)

### Custom plans

Negotiated pricing for specific accounts.

* Created under sidebar **Plans → Custom**
* Assign one or more customers — those customers are auto-selected when you create an order
* Typical use: volume discounts, pilot pricing, or bespoke indicator rates for a single enterprise deal

> **Info**
>
> **Default pricing still exists.** If an order line has no plan selected, Paygent falls back to the agent's default pricing configured on the agent itself.

---

## Create a plan

Sidebar → **Plans** → **Create Plan**

| Field                  | Description                                                                          |
| ---------------------- | ------------------------------------------------------------------------------------ |
| **Plan type**          | Standard or Custom                                                                   |
| **Agent**              | Which agent this plan applies to                                                     |
| **Name**               | Display name (e.g. "Pro", "Acme Enterprise")                                         |
| **Description**        | Internal notes                                                                       |
| **Currency**           | Billing currency for this plan                                                       |
| **Pricing**            | Full pricing form — same as agent pricing (setup, platform, seat, activity, outcome) |
| **Assigned customers** | Custom plans only — customers who see this plan pre-selected                         |

Each plan's pricing supports **multiple setup fees, platform fees, and seat-based fees**. See [Subscription Fees](/documentation/introduction/subscription-fees).

---

## Use a plan on an order

When creating or editing an order:

1. **Orders → Create Order** → Step 3 **Lines**
2. Add an agent line
3. Choose **Billing Plan** → pick a Standard or Custom plan, or **No plan (use default pricing)**
4. Activate the order

The plan name appears on invoices and in analytics (`planName` on customer usage reports).

---

## Upgrade or change plans

For active orders, use **Upgrade Plan** on an order line:

1. Open the order → select the line
2. Click **Upgrade Plan**
3. Pick a new plan for the same agent
4. Confirm — future invoices use the new plan's pricing

> **Warning**
>
> Plan changes affect **future billing cycles**. Already-generated unpaid invoices are not retroactively recalculated unless you edit them manually.

---

## Plans and credits

Plans can include **platform fee credit benefits** (bundled prepaid credits per billing period). When a customer subscribes via an order with such a plan:

1. Invoice generates → credits post as **pending**
2. Invoice marked paid → credits move to **available** balance
3. Usage debits the wallet per indicator **CREDITS** pricing

See [Credit Currencies](/documentation/introduction/credit-currencies) and [Credits & Wallets](/documentation/introduction/credits-and-wallets).

---

## Example: three-tier SaaS

**Agent:** `code-review-ai`

| Plan                | Platform fee | Seat fee                 | Activity                           |
| ------------------- | ------------ | ------------------------ | ---------------------------------- |
| Starter             | \$99/mo      | —                        | \$0.02 per review                  |
| Pro                 | \$299/mo     | \$29/seat/mo             | \$0.015 per review                 |
| Enterprise (Custom) | \$999/mo     | \$25/seat/mo (50+ seats) | Volume tiers on `review-completed` |

1. Create three plans linked to `code-review-ai`
2. Assign "Acme Corp" to the Enterprise custom plan
3. Create orders — most customers pick Starter/Pro; Acme gets Enterprise automatically

---

## Checklist

* ✓ Agent exists with indicators configured
* ✓ Plan created (Standard or Custom) with full pricing
* ✓ Custom plan: assigned customers set (if applicable)
* ✓ Order line references the plan
* ✓ Order activated

**Related:** [Subscription Fees](/documentation/introduction/subscription-fees) · [Orders & Invoicing](/documentation/introduction/orders-and-invoicing) · [Pricing Models](/documentation/introduction/pricing-models)