Create a Planless Subscription

Follow step-by-step instructions to create planless subscriptions in Maxio and configure billing at the product level. This guide helps you correctly set billing intervals, avoid validation errors, and apply best practices for ongoing management.

Related article: Understand Planless Subscriptions

Create a Planless Subscription

Follow these steps to create a subscription without a plan:

1. Navigate to Subscriptions and click Create Subscription.
2. Leave the Plan selection blank and begin adding Products.

3. For each product, select a billing interval.

   A billing interval is required for every product. If any product is missing an interval, the system will block subscription creation and display a validation error.

4. Observe that the Subscription Term field is by default set to Evergreen.
5. Complete customer and payment details.
6. Click Create Subscription to save the record.

Best Practices

• Audit Your Reports: If you rely on CSV exports or automated scripts, update logic to use “Plan” instead of “Product” as a column header.
• Verify Product Families: Ensure your Products are organized into the correct Product Family, as Product Family names are now visible in the Subscription Summary for planless configurations.
• Use Navigation Shortcuts: In the Subscription Summary, click the “(Product Family Name) X Products” link to view detailed product allocations.