When to Use Price Overrides
Price overrides are ideal for scenarios such as:- Enterprise deals with custom pricing arrangements
- Promotional pricing for specific customers or campaigns
- Volume discounts applied at the customer level
- Trial or beta pricing for early adopters
- Negotiated rates for strategic partnerships
How to Override Plan Prices
Step 1: Navigate to Customer Subscription Creation
- Go to Customer Catalog in the main navigation
- Select the customer you want to create a subscription for
- Click Add to create a new subscription
Step 2: Select a Plan
- Choose the pricing plan from the dropdown menu
- The system will display the subscription preview with all charges
Step 3: Access the Charges Table
- In the subscription preview, you’ll see a table of charges showing all recurring and usage-based charges for the selected plan
- Each charge row displays the original pricing from the plan
Step 4: Override Individual Charges
- Click the three dots (⋮) menu on any charge row
- Select “Override Charge” from the dropdown menu
Step 5: Set the Override Amount
- A dialog titled “Override Price” will open
- The dialog shows:
- Original Price: The default price from the plan (read-only)
- Override Amount (USD): Input field where you can enter the new price
- Cancel and Override Price buttons
- Enter the new price in the Override Amount field
- Click “Override Price” to save the change
Step 6: Review and Save
- The charges table will update to show the overridden prices
- You can override multiple charges within the same subscription
- Review the total subscription cost with all overrides applied
- Click “Add Subscription” to finalize the subscription with custom pricing
Important Notes
- Plan Integrity: Price overrides only affect the specific subscription being created. The original plan pricing remains unchanged for other customers.
- Billing Consistency: Overridden prices will be used for all future billing cycles unless the subscription is modified.
- Audit Trail: All price overrides are tracked and can be reviewed in the subscription history.
- Currency Support: Price overrides work with all supported currencies in your Flexprice account.
Best Practices
- Document Overrides: Keep records of why specific overrides were applied for business continuity.
- Regular Reviews: Periodically review overridden subscriptions to ensure pricing remains appropriate.
- Clear Communication: Ensure your team understands when and how to use price overrides.
- Validation: Double-check override amounts before saving to avoid billing errors.