Set Up Your First Product Plan
A product is what you sell. A plan is how you price it (monthly, annual, etc.). Let's create both.
What You'll Learn
Create a product in BillPine
Create a pricing plan
Set trial periods
Create plan variants (monthly vs. annual)
Step 1: Create a Product
Go to Product Catalog in the sidebar
Click + New Product
Fill in:
Product Name — e.g., "Professional Plan"
Description (optional) — What it includes
Type — Choose "Service" for SaaS/subscriptions
Click Save
Step 2: Create a Pricing Plan
Click into your new product
Click + Add Plan
Configure:
Plan Name — e.g., "Monthly"
Price — Amount per billing period
Billing Cycle — Monthly, Quarterly, Annual, Custom
Trial Period (optional) — Free days before first charge
Click Save
Creating Plan Variants
Want both monthly and annual options? Create multiple plans:
In the same product, click + Add Plan again
Create "Annual" plan with annual billing cycle
Price it as you wish (usually a discount for annual)
Tip: You can add a discount or bundle multiple features in the same plan.
Example Plans
SaaS Product:
Starter Plan — $29/month
Professional Plan — $99/month
Enterprise Plan — Custom price
Course/Training:
Monthly Access — $19/month (cancel anytime)
Annual Access — $199/year (best value)
Lifetime Access — $499 (one-time)
Tips
Use clear, simple plan names
Trial periods work great for converting free users to paid
You can add add-ons or extra charges later