Billing plan is required when you create a contract. It defines how the customer pays you. This is the second step in a contract creation flow

  1. Create a contract
  2. Set up Billing plan and make it READY (this article)
  3. (optional) Request a sub-contract to bargain for competitive cost and wait for it to be approved/rejected
  4. Mark the contract READY manually.



2 types of billing plan


  • As incurred: 
    • Subscription items in the contract renew normally according to subscription configuration (monthly/yearly) until the contract ends. 
    • User is charged when the items are provisioned and renewed.
  • Milestone: 
    • Subscription items in the contract are provisioned for the entire period of the contract
    • User is charged as soon as the contract is marked READY.


  • After you draft a contract, choose Billing plan > Create billing plan > Choose either As incurred or Milestone 
  • To mark billing plan as READY, Edit the plan > Mark as Ready


A READY billing plan can still be edited. When you edit a READY billing plan, the status will be changed back to PENDING automatically.



1. Billing plan is As incurred

Step 1: Click Edit to add the items


Step 2: Add the items in and Finish


Step 3: Mark the plan READY --> Done





2. Billing plan is Milestone

Step 1: Click edit to add the items



Step 2: Add the items -> Finish


Step 3: Add the milestone --> Save 

Make sure the total amount of all milestone matches with the contract value.

Total amount = unit price * maximum quantity * contract duration




Step 4: Mark the plan READY --> Done