Overview of plans

In BillingCenter, a plan is a set of values that is associated with a group of accounts, policies, or producers and that governs behaviors and automatic processes for those accounts, policies, or producers.

In Cloud API, the Admin API includes a set of endpoints to create, modify, and delete plans. As of this release, there are endpoints for the following types of plans:

• Billing plans
• Delinquency plans
• Payment allocation plans
• Payment plans

This topic discusses functionality common to all plans, such as:

• Plan order
• Endpoints for plan testing
• Multicurrency plans