When to use custom plans
Custom plans are useful when:- An enterprise customer negotiates a different price or feature set
- You want to give a customer extra allowance as a one-time accommodation
- A customer needs access to a feature that isn’t in their current plan
- You’re closing a deal that doesn’t fit neatly into your standard tiers
Creating a custom plan via the dashboard
- Navigate to the Customer details page for the customer
- Click “Enable Product” (or click the existing product to modify it)
- Make changes to the product items before enabling:
- Adjust feature allowances (e.g., increase included credits from 100 to 500)
- Add or remove features
- Change pricing (fixed or usage-based)
- Click “Enable”
What happens when you enable a custom plan
The behavior depends on what you changed:| Change type | Behavior |
|---|---|
| Features only (allowances, adding/removing features) | Takes effect immediately. New balances are provisioned while keeping existing reset dates. |
| Pricing changes (higher price) | Treated as an upgrade — prorated charges apply for the remainder of the billing cycle. |
| Pricing changes (lower price) | Treated as a downgrade — scheduled for end of current billing cycle. |
Custom plans vs editing balances
If you just need a temporary adjustment (e.g., granting a customer extra credits this month), you can edit their balance directly instead. Balance edits reset at the next billing cycle. Custom plans are better when you want the change to persist across billing cycles.ExampleA customer on your Pro plan (100 credits/month, $50/month) needs 250 credits/month at the same price. Create a custom plan with 250 included credits. They’ll get 250 credits every month going forward, while all other Pro customers continue getting 100.