Service plans
A service plan is a reusable set of proposed billing terms. It is not the same as a pricing rate card, a signed retainer agreement, or an automatic invoice schedule.
What a plan bundles
The plan editor supports terms such as payment timing, tax behavior, deposit defaults, after-hours and weekend multipliers, minimum time increment, approval ceiling, and document settings. Unset fields can inherit applicable organization defaults.
Different workflows consume different fields. Saving a deposit default, currency, or recurring preference on a plan does not itself create a deposit invoice, convert a project's prices, or turn on automatic collection.
| Setting | Purpose |
|---|---|
| Rate card / pricing profile | Hourly, block, fixed, or retainer pricing basis |
| Service plan | Reusable payment and operating terms |
| Retainer agreement | The client's frozen fee, hours, overage, and effective terms |
| Automatic Billing | When invoices draft or send |
| Quote billing mode | How accepted one-time quote amounts are billed |
Creating a plan
Open the Service plan catalog, then New service plan. Review the guided setup and its resolved values before saving. Name the plan clearly enough to distinguish its terms from similarly named pricing entries.
The catalog supports editing and archiving plans. Archiving removes a plan from future selection; it is not cancellation of every existing engagement using it.
You can also ask the connected assistant to create a plan. Creating the reusable plan and attaching it to a live project are separate actions. Do not assume every catalog-creation tool uses the same two-step confirmation as an action that changes an existing project.
Attaching a plan to a project
Use the available service-plan assignment workflow, or the assistant's attach service plan action. The assistant previews the target and requires confirmation before applying it.
Project attachment locks the resolved payment days, tax settings, time multipliers, minimum increment, and approval ceiling onto that project. Later catalog edits do not silently replace those locked values.
Attachment does not replace the project's locked hourly or package prices, convert its currency, or necessarily apply every deposit field from the plan. Review the project's pricing and billing settings separately. Changing an existing agreement should follow the client's approved terms, not merely a catalog edit.
The Billing Terms document
A configured template can generate a branded Billing Terms document describing the applicable engagement terms. Verify that the document was actually generated and is visible to the intended client; generation can need attention even when plan assignment succeeded.
A generated document is not automatically a client signature or acceptance. Use the required document/signing workflow when the terms need client approval.
Retainers and renewal billing
For a monthly retainer, verify the frozen agreement and its effective period, then review Automatic Billing. A plan name or recurring checkbox alone is not proof that future invoices will send.
Supported retainers here are client-level agreements. A separate project-retainer pricing profile cannot be newly selected, including through a service plan's default profile, while project base-fee billing is unsupported. Choose supported project pricing or leave the separate project profile unset when eligible work belongs to the client's retainer. Existing agreed rates are preserved; see Project-retainer pricing.
Provider-direct subscriptions remain outside your business invoices. They are disclosed project costs, not a retainer fee your business collects.