Worksheet
SaaS plan table template
A spreadsheet with three tabs. The Plans tab holds plan ID, name, interval, currency, fixed fee, seats and status, and the Add-ons tab holds item ID, eligible plans, recurring flag and price. The Rules tab covers four topics. Each rule carries a worked example and the expected invoice total, so a developer can test the billing engine against it without asking anyone.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “How to Set Up a SaaS Pricing Plan Table That Billing Can Run”, www.gullysystem.com/blog/how-to-set-up-a-saas-pricing-plan-table-that-billing-can-run