1. Introduction
What is a Plan?
With Subscription plans, you can offer a wide range of services to your clients, including operational support, maintenance, leasing, charge point repairs, charging perks and more. When you create and apply these services to your customer’s Teams or charge points, your company assumes the role of a third-party service provider, responsible for managing the plan and delivering the agreed-upon services to your clients.
In short:
- Definition: A plan is a predefined template or product offering. It outlines what services you offer, the pricing structure, terms, billing frequency, and included features.
- Purpose: A Plan acts as a reusable blueprint that can be applied to many customers.
- Analogy: Like the Netflix’s product page – plans show the available services, prices and packages that you can get but don’t represent any specific customer contract yet.
- As you apply this plan to customers, you establish a customer contract and start generating revenue. Once a plan is applied to a Team or charge point, it becomes an active subscription.
Through Monta Hub, you have the flexibility to create multiple types of Subscription plans:
| Plan type | Pricing model | Use case | Description |
|---|---|---|---|
| Team plan | Flat fee | Platform fees, Charge discount subscriptions, SLAs | A plan you apply as a subscription to a customer’s team, which then pays a fixed price each month. The money is transferred from the Team Wallet to the Operator Wallet. |
| Team plan | Priced per charge point | Charge point services, Charge-related revenue-shares | A plan you apply as a subscription to a customer’s team, which then pays per integrated and active charge point in the team. You can also set fees to collect a share of the charging revenue (a transaction fee, fee per kwh or fee per charge) |
| Team plan | Priced per team member | Fleet management services, Driver Management | A plan you apply as a subscription to a customer’s team, which pays per team member who accepted their team invitation. |
| Charge point plan | Charge point plan | Custom services or fees that are tightly linked to individual charge points e.g. charge point leasing, SIM card support, extra fees/services for DC charge points, distinct Charge-related revenue-shares, [DK] tax refund services etc. | A plan you apply as a subscription to an individual charge point – one-by-one. You can also set fees to collect a share of the charging revenue (a transaction fee, fee per kwh or fee per charge) |
| Sub-account plan | Sub-account plan | Bill sub-accounts more efficiently, avoiding the need to do it team by team. | A plan you apply as a subscription to a sub-account. The sub-account’s operator will pay per integrated and active charge point in the sub-account. |
Subscription plans can only be created by Operator users with Admin or Manager user rights.
What is a Subscription?
Once a plan is applied to a Team or charge point, it becomes an active subscription. In short:
- Definition: A subscription represents the contractual relationship between your business and a customer.
- Purpose: A subscription tracks how a customer consumes the plan, its billing details, and their lifecycle (start, renewals, cancellations, edit options).
- Analogy: Like your personal Netflix subscription – your subscription shows which plan you’re on, how long you’ve had it, and any specific usage or discounts tied to you.
2. Create a Plan
The examples below illustrate how to create subscription plans. Note that similar logic applies to all other plan types.
2.1 Example – Team – Priced per charge point
Select the type of plan
- In Monta Hub, navigate to Customer Relations in the left-hand menu
- Click on Plans & Subscriptions
- Click the +Create a plan button in the top-right corner
- Choose Team plan → Priced per charge point
Fill in the details
Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.
Details and Pricing
See the list of fields
| Field | Description | Note |
|---|---|---|
| Plan name | The name of your subscription plan. | |
| Summary of your plan | Short summary of the services you are offering. | |
| Monthly subscription price | This is the price the customer will pay per month, including VAT. | Monta gets commission (a small fee depending on your contract) of the monthly plan price at the time of purchase. Different rates may apply, according to your contract with Monta. |
Operator fees
Fill out the fields:
- if you want to add any additional fees, click on the corresponding toggle and fill out the extra fields
- Starting and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge
- when you’re done, click Next
See the list of fields
| Field | Description | Note |
|---|---|---|
| Transaction fee | X% of the price of every charge on a charge point with this subscription will be transferred to your Operator Wallet. This is your Operator cut, as a service provider to this charge point. | This fee does not include VAT. It is added on top of the fee. If you input 2% fee, when there is 25% VAT, the Team will be charged 2,5% of the charge price. Example: Price for charge is 100 DKK Additional fee % is 2% You will receive 2,5 DKK |
| Start fee per charge | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. | Start fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge |
| Charge fee per kWh | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh. This is your Operator cut, as a service provider to this charge point. | Start and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge. This fee does not include VAT. It is added on top of the fee. If you input 1 DKK fee, as there is 25% VAT, the Team will be charged 1,25 DKK per kWh. Example: Charge is for 5 kWh Charge fee is 1 DKK/kWh You will receive 6,15 DKK |
| Roaming transaction fee | X% of the price of every roaming on a charge point with this subscription will be transferred to your Operator Wallet.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Transaction fee (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
| Start fee per roaming charge | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. | |
| Roaming charge fee per kWh | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Additional fee kWh (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
Subscription Settings
Define activation, payment renewal, and cancellation settings for the subscription.
See the list of fields
| Field | Description | Note |
|---|---|---|
| Subscription approval before activation | Select if the subscription should be activated immediately when the plan is applied, or if it requires manual approval. | |
| Payment and renewal date | Select when the first payment and renewal should take place. | |
| Subscription cancellation | Select which users have the right to cancel the subscription. |
After you finalize all details, review the plan summary and click Create plan.
2.2 Example – Flat fee – Charge Discount
Select the type of plan
- In Monta Hub, navigate to Customer Relations in the left-hand menu
- Click on Plans & Subscriptions
- Click the +Create a plan button in the top-right corner
- Choose Team plan → Flat fee
Fill in the details
Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.
Details and Pricing
See the list of fields
| Field | Description | Note |
|---|---|---|
| Plan name | The name of your subscription plan. | |
| Summary of your plan | Short summary of the services you are offering. | |
| Monthly subscription price | This is the price the customer will pay per month, including VAT. | Monta gets commission (a small fee depending on your contract) of the monthly plan price at the time of purchase. Different rates may apply, according to your contract with Monta. |
Charge Discount
This service is called Charge Subscription and is only available for Flat fee plans. This will give Team Members a discount for charging on your charge points.
- Toggle on Apply discount on charging
- Use the checkbox below to specify if the driver should get a discount only when paying with their Team wallet. If this is disabled, the discount will apply regardless of the payment method
- If you want to create a new discount, click on +Add charge discount
- Give the discount a distinct name
- Select a discount value in % of the charge price
- Select if you want to limit the charge points, where the discount applies
- Any charge point = Discount applies on all charge points under your Operator
- Selected charge points = Discount applies on specific charge points (select per Team)
- Click on Create Discount
- Once the discount is created, you can use it in other Flat fee plans as well
- If you already created a discount, click on +Add charge discount:
- Select a charge discount
- Click on Apply
- Select if you want to apply the discount only when the Team Wallet is used
- Yes = The discount will apply only when the user selects to pay with the Team Wallet, where this subscription is applied
- No = The discount will apply for all payments methods available to the user (Personal Wallet, bank card, Mobile Pay, Vipps, Team Wallet, etc.)
Subscription Settings
Define activation, payment renewal, and cancellation settings for the subscription.
See the list of fields
| Field | Description | Note |
|---|---|---|
| Subscription approval before activation | Select if the subscription should be activated immediately when the plan is applied, or if it requires manual approval. | |
| Payment and renewal date | Select when the first payment and renewal should take place. | |
| Subscription cancellation | Select which users have the right to cancel the subscription. |
After you finalize all details, review the plan summary and click Create plan.
2.3 Example – Charge point plan
Select the type of plan
- In Monta Hub, navigate to Customer Relations in the left-hand menu
- Click on Plans & Subscriptions
- Click the +Create a plan button in the top-right corner
- Choose Charge point plan
Fill in the details
Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.
Services
See the list of fields
| Field | Description | Note |
|---|---|---|
| Plan name | The name of your subscription plan. | |
| Summary | Short summary of the services you are offering. | |
| Offer tax refund | Tick this box to add tax refund as a service to the plan. | For Tax Refunds, have a look at Create and Manage Tax Refunds. |
| Type of service | If you select On-site repair you have to send an installer to repair a charge point when this is required. If you select Charge point replacement you have to replace a charge point that is broken or malfunctioning in some way. | As a service provider, you take responsibility for the charge points under your subscription plan. Therefore, you must provide hardware maintenance to the charge points you support. |
Pricing & fees
Fill out the fields:
- if you want to add any additional fees, click on the corresponding toggle and fill out the extra fields
- Starting and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge
- when you’re done, click Next
See the list of fields
| Field | Description | Note |
|---|---|---|
| Monthly subscription price | This is the price the customer will pay per month, including VAT. | Monta gets commission (a small fee depending on your contract) of the monthly plan price at the time of purchase. Different rates may apply, according to your contract with Monta. |
| Transaction fee | X% of the price of every charge on a charge point with this subscription will be transferred to your Operator Wallet. This is your Operator cut, as a service provider to this charge point. | This fee does not include VAT. It is added on top of the fee. If you input 2% fee, when there is 25% VAT, the Team will be charged 2,5% of the charge price. Example: Price for charge is 100 DKK Additional fee % is 2% You will receive 2,5 DKK |
| Start fee per charge | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. | Start fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge |
| Charge fee per kWh | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh. This is your Operator cut, as a service provider to this charge point. | Start and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge. This fee does not include VAT. It is added on top of the fee. If you input 1 DKK fee, as there is 25% VAT, the Team will be charged 1,25 DKK per kWh. Example: Charge is for 5 kWh Charge fee is 1 DKK/kWh You will receive 6,15 DKK |
| Roaming transaction fee | X% of the price of every roaming on a charge point with this subscription will be transferred to your Operator Wallet.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Transaction fee (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
| Start fee per roaming charge | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. | |
| Roaming charge fee per kWh | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Additional fee kWh (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
Details & Settings
See the list of fields
| Field | Description | Note |
|---|---|---|
| Detailed description of your service | Detailed explanation of the offered services. | We recommend to include: – Types of services – Your support channels |
| Terms & conditions | Full terms of service of the plan. | We recommend to include: – Who is eligible – How you provide support – Payment terms and fees – Cancelation policy |
| Contract URL | You can include a link to a contract with the client, so they sign it right away. | |
| Support email | Email, where you clients can reach you. | This is a support email owned by you, as a service provider. It is not related to Monta Support. |
| Publish plan in Marketplace | If you select to publish the plan, end users will be able to see your plan and apply for it via Monta Charge. If you select not to publish the plan, you need to apply the subscription on the charge point via Monta Hub. | If you publish – Please note that there are Marketplace regulations. If you are not sure about them, please ask your Customer Success Manager. If you don’t publish – Please note that you can only apply subscriptions on charge points under your Operator account. |
| Supported charge point models | Here you specify which brands and models of charge points you support. | We recommend to select which charge point brands and models you support very carefully. Take into consideration: – SKAT requirements for charge points to receive tax refund- Which hardware you have the network and the knowledge to maintain – Charge point brand and models features, such as meter type. |
| Subscription requires approval before activation | If you select Yes, you need to manually approve the subscription, before it becomes active. If you select No, the subscription is instantly active and the customer starts receiving tax refunds straight away. | We recommend to base this decision on the contract with your customer .If you state that you provide instant tax refund, then you should select the instant option. |
| Subscription can be canceled by the charge point owner | If you select Yes, your customer can cancel the subscription by themselves.If you select No, your customer needs to reach out to you to cancel the subscription. | We recommend to review your cancelation policy in the contract you sign with your customers and make an educated decision, based on that. |
After you finalize all details, review the plan summary and click Create plan.
3.4. Other plans
All other plans follow the same structure and contain the same fields as outlined above in the examples.
- For Tax Refunds, see Create and Manage Tax Refunds
3. Next Steps
The Subscription plan outlines the available services, pricing, and packages, but does not yet represent a specific customer agreement. Only when a plan is assigned to a customer, it forms the basis of a contractual agreement and begins generating revenue. Once a plan is applied and approved to a Team or charge point, the plan becomes an active subscription.
- See how to Apply and Approve a Subscription