Creating a New Regular Plan

Overview

This document provides a comprehensive guide for creating a Regular Plan using the PortOne Dashboard. A Regular Plan allows merchants to set up fixed recurring payments for their customers at regular intervals.

Steps to Create a Regular Plan

1. Login to the Portal

Visit the PortOne Admin Portal.
Enter your credentials and log in.

2. Navigate to the Subscriptions Section

From the left sidebar, click on Subscriptions.
Select the Plan option.

3. Click on Create Plan

Tap on the "Create Plan" button to begin creating a new plan.

4. Fill in the Plan Details

Provide the following details to set up the Regular Plan:

Plan Name · required

Enter the name of the plan.
Example: "Monthly Fitness Subscription"

Description · required

Add a brief description of the plan.
Note: Maximum 100 characters are allowed.
Example: "Access to premium fitness classes."

Additional Notes (Optional)

Toggle the checkbox to add additional notes.
For each note, fill in the following:
- Title: Enter the note title.
- Description: Provide a detailed description of the note.
You can add multiple notes if required.

On Demand

Do not enable this option for Regular Plans.
This option is only used for charging flexible amounts when needed.

5. Set Plan Frequency

Define the billing frequency for the plan:

Every: Enter a numeric value.
- Example: "1" (for one billing cycle).
Period: Select the desired period from the dropdown menu:
- Options: Hour, Day, Week, Month, Quarter, Year.

Explaining Frequency and Period Fields

The frequency and period fields work together to define how often billing occurs. Examples are provided below:

D (Days): A period of D means each step is in Days.
W (Weeks): A period of W means each step is in weeks.
M (Months): A period of M means each step is in months.
Q (Quarters): A period of Q means each step is in quarters (3-month periods).
Y (Years): A period of Y means each step is in years.

The frequency number specifies how many intervals occur within the chosen period.
Examples:

If frequency is 2 and period is W, the event will happen every 2 weeks.
If frequency is 3 and period is M, the event will happen every 3 months.

6. Select Currency and Amount

Currency: Choose the applicable currency for the plan (e.g., USD, VND).
Amount: Enter the fixed amount to be charged at each interval.
- Example: "50.00 USD"

7. Create the Plan

Review the entered details for accuracy.
Click on the "Create Plan" button to finalize the plan setup.

Key Notes

Mandatory Fields: Ensure that Plan Name, Description, Frequency, Period, Currency, and Amount are correctly filled.
Regular Plan Configuration: Do not enable the "On Demand" option for Regular Plans.
Additional Notes: Use this feature to provide extra information to customers as needed.
Accuracy: Double-check all entered details before creating the plan.