Plan Groups
Plan groups allow you to organize related plans to simplify management and visualization in the dashboard.
Product Groups
Product groups allow you to categorize products to simplify organization, dashboard filtering, and linking with proposal templates.
Plans and Products
The plans and products system is the foundation of Automatic Billing. Products represent billable services or resources, while Plans are templates that group products with specific prices to create subscription offers.
Service Items
Service items (/dashboard/service-items) are the catalog of fiscal descriptions used on service invoices and NF-e. Each item carries the information the municipality requires at issuance: municipal service code, LC 116 code, national tax code, and default ISS, PIS, COFINS, IR, INSS and CSLL rates.
Plans
Plans are the templates that define how your customers will be billed. Each plan groups products with specific prices and configures the billing cycle, trial period, and included features.
Prices and Pricing Models
Each product can have multiple prices, allowing variants by currency, billing interval, or pricing model. Prices are largely immutable after creation — only the name and metadata can be changed. To change values, deactivate the old price and create a new one.
Products
Products represent the billable services or resources of your organization. Each product can have multiple prices and supports a one-level hierarchy (root product with children/add-ons).