Product Pricing
Product Pricing is where you set what a product costs across billing cycles and currencies. It also covers usage-based pricing and sales rules like tax and auto termination.
Opening the Screen
Open a product from Editing a Product and click the Pricing tab.
Direct address: {admin}/products/edit?id={product}&configuration=pricing
What Is on the Screen
A collapsible Pricing Guide explains billing cycles, multi-currency pricing, and the price generator.
The Pricing table lists one row per cycle and currency. A toolbar above it holds Import/Export Pricing and the Price Generator; Add Pricing Cycle sits below it.
Metric Pricing is a separate card for usage-based billing. It only works if the module assigned on Automation reports metrics. Otherwise it explains why: no module assigned, or the module has none. Each metric gets a scheme and per-currency price tiers, with its own Import/Export Metrics button.
The Configuration card below holds sales rules that apply regardless of cycle or currency.
Fields
Cyclical Pricing
Metric Pricing
Sales Settings
Tasks
Add a Pricing Cycle
Click Add Pricing Cycle below the table, then pick a cycle not already listed.
Result: a row appears for that cycle in every currency; enable it and set an amount before saving.
Generate Pricing with the Price Generator
Click the Price Generator button and set a base monthly price per currency. Pick the cycles to fill, optionally enable discounts for longer cycles, then click Generate Pricing.
Result: the Pricing table fills in for the picked cycles and currencies. Nothing is saved until you click Save at the bottom of the page.
Import or Export Pricing or Metric Data
Open the Import/Export button next to Pricing or Metric Pricing. Its Export tab copies or downloads the current data as JSON. Its Import tab accepts pasted or uploaded JSON, with an option to replace what's already there.
Result: the table updates from the imported data; Save still applies it.
Fixing a Service Opened on a Monthly Cycle
In 5.0-beta.3 and earlier, a price saved as 12 months could open the service on a Monthly cycle. For each such service, open its Service Details tab.
- In the Pricing Details card, set Pricing Type to Custom Price. In the Pricing row, pick the cycle that matches the price: Annually, Biennially or Triennially.
- Click Save Changes, then set Pricing Type back to Linked Product and save again.
- Check the Next Due Date field. If the client paid for a full year, move the date to one year after the start.
Result: the cycle stays as you set it and the service renews on that cycle at the product price.
Things to Watch
On the order page it shows as the savings badge on that cycle's card, for example Save 15%. The product cards on catalogue pages show the same rate as the savings badge, with the list price struck through (Amount ÷ (1 − rate)); a cycle without a rate keeps showing the saving against the monthly price. It does not change the amount charged. Set the actual price in Amount.
If the newly selected module doesn't support metrics, or uses different ones, existing metric pricing is removed with a warning. Export it first if you may need it again.
Turning it on does not change how already active services are billed.
The storefront, the client area, the client API and the order form offer exactly the enabled cycles in this table. An enabled row with Amount 0 is a free cycle: the storefront labels it Free and the order completes at 0.00. A product with no enabled row for a cycle cannot be ordered in that cycle from any channel: the checkout and the order form refuse the line with "has no price for the selected billing cycle" instead of billing it at 0.00.
A price that came from 3.x may be saved as 12, 24 or 36 months. Clients are offered that price as an Annually, Biennially or Triennially cycle. Saving the product converts the row to that cycle; the amount stays the same. A notice on The Admin Dashboard lists these products, and a saved product leaves the list. If you changed the amount to a monthly figure earlier, enter the full amount for the cycle.
Required Privileges
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