{"id":25210,"date":"2025-08-08T00:57:31","date_gmt":"2025-08-07T23:57:31","guid":{"rendered":"https:\/\/monta.com\/en\/?post_type=help-center&#038;p=25210"},"modified":"2026-03-02T13:59:31","modified_gmt":"2026-03-02T12:59:31","slug":"create-a-subscription-plan","status":"publish","type":"help-center","link":"https:\/\/monta.com\/en\/help-center\/create-a-subscription-plan\/","title":{"rendered":"Create a Subscription Plan"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">1. Introduction<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1.1 What is a Plan?<\/h3>\n\n\n\n<p>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&#8217;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.<\/p>\n\n\n\n<p>In short:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Definition<\/strong>: A <strong>plan<\/strong> is a predefined <strong>template or product offering<\/strong>. It outlines what services you offer, the pricing structure, terms, billing frequency, and included features.<\/li>\n\n\n\n<li><strong>Purpose<\/strong>: A Plan acts as a reusable <strong>blueprint<\/strong> that can be applied to many customers.<\/li>\n\n\n\n<li><strong>Analogy<\/strong>: Like the Netflix\u2019s product page &#8211; plans show the available services, prices and packages that you can get but don&#8217;t represent any specific customer contract yet.\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Through Monta Hub, you have the flexibility to create multiple types of Subscription plans:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan type<\/th><th>Pricing model<\/th><th>Use case<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td>Team plan<\/td><td>Flat fee<\/td><td>Platform fees, Charge discount subscriptions, SLAs<\/td><td>A plan you apply as a subscription to a customer\u2019s team, which then pays a fixed price each month. The money is transferred from the Team Wallet to the Operator Wallet.<\/td><\/tr><tr><td>Team plan<\/td><td>Priced per charge point<\/td><td>Charge point services, Charge-related revenue-shares<\/td><td>A plan you apply as a subscription to a customer\u2019s 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)<\/td><\/tr><tr><td>Team plan<\/td><td>Priced per team member<\/td><td>Fleet management services, Driver Management<\/td><td>A plan you apply as a subscription to a customer\u2019s team, which pays per team member who accepted their team invitation.<\/td><\/tr><tr><td>Charge point plan<\/td><td>Priced per charge point<\/td><td>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.<\/td><td>A plan you apply as a subscription to an individual charge point &#8211; 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)<\/td><\/tr><tr><td>Sub-account plan<\/td><td>Priced per charge point<\/td><td>Bill sub-accounts&nbsp;more efficiently, avoiding the need to do it team by team.<\/td><td>A plan you apply as a subscription to a sub-account. The sub-account\u2019s operator will pay per integrated and active charge point in the sub-account.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Subscription plans can only be created by Operator users with Admin or Manager user rights.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1.2 What is a Subscription?<\/h3>\n\n\n\n<p>Once a plan is applied to a sub-account, team, or charge point, it becomes an active subscription. In short:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Definition<\/strong>: A <strong>subscription<\/strong> represents the <strong>contractual relationship<\/strong> between your business and a customer.<\/li>\n\n\n\n<li><strong>Purpose<\/strong>: A subscription tracks how a customer consumes the plan, its billing details, and their lifecycle (start, renewals, cancellations, edit options).<\/li>\n\n\n\n<li><strong>Analogy<\/strong>: Like your personal Netflix subscription &#8211; your subscription shows which plan you\u2019re on, how long you&#8217;ve had it, and any specific usage or discounts tied to <em>you<\/em>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1.3 Subscription payment methods<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Note<\/strong>: The following requirements take effect on <strong>April 27, 2026<\/strong> (for new subscriptions) and <strong>May 18, 2026<\/strong> (for all existing PAYG teams). Current processes remain unchanged until these dates.<\/p>\n<\/blockquote>\n\n\n\n<p>Subscription fees for a team can be paid using one of three billing methods. The billing method determines whether a team payment card is required.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Billing method<\/th><th>How it works<\/th><th>Card required?<\/th><\/tr><\/thead><tbody><tr><td>Pay via Operator Transaction<\/td><td>The operator covers all team transactions. The balance is settled monthly between the operator and the team \u2014 the team is not charged in real time.<\/td><td>No<\/td><\/tr><tr><td>Pay via invoice<\/td><td>Subscription fees are billed to the team via monthly invoice. The operator handles invoicing outside Monta.<\/td><td>No<\/td><\/tr><tr><td>Pay as you go<\/td><td>Subscription fees are charged directly to the team payment card on the renewal date.<\/td><td><strong>Yes<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>The billing method is set on the team and visible in the team&#8217;s Payment settings in Hub.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1.4 Subscription activation by payment method<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pay via Operator Transaction<\/strong> or <strong>Pay via invoice<\/strong>: A subscription can be applied and approved immediately. No team payment card is required.<\/li>\n\n\n\n<li><strong>Pay as you go<\/strong>: If a card already exists on the team, the subscription is approved and goes live immediately. If no card exists, the subscription is created with <strong>Paused<\/strong> status (reason shown: <em>Payment method missing<\/em>). The team admin receives an email to add a payment card \u2014 the subscription activates automatically once a card is added.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Create a Plan<\/h2>\n\n\n\n<p>The examples below illustrate how to create subscription plans. Note that similar logic applies to all other plan types.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.1 Example &#8211; Team &#8211; Priced per charge point<\/h3>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(48.63% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/uikuxqb8jcvb?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Select the type of plan<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In Monta Hub, navigate to <strong>Customer Relations<\/strong> in the left-hand menu<\/li>\n\n\n\n<li>Click on <strong>Plans &amp; Subscriptions<\/strong><\/li>\n\n\n\n<li>Click the <strong>+Create a plan<\/strong> button in the top-right corner<\/li>\n\n\n\n<li>Choose <strong>Team plan \u2192 Priced per charge point<\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>Fill in the details<\/strong><\/p>\n\n\n\n<p>Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Details and Pricing<\/strong><\/em><\/p>\n\n\n\n<p>Define the pricing of your subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Plan name<\/strong><\/td><td>The name of your subscription plan.<\/td><td><\/td><\/tr><tr><td><strong>Summary of your plan<\/strong><\/td><td>Short summary of the services you are offering.<\/td><td><\/td><\/tr><tr><td><strong>Monthly subscription price<\/strong><\/td><td>This is the price the customer will pay per month, including VAT.<\/td><td>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.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Operator fees<\/strong><\/em><\/p>\n\n\n\n<p>Define any additional Operator fees for the subscription. This allows you to collect a revenue share from the charging revenue generated by teams or customers.<\/p>\n\n\n\n<p>Fill out the fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>if you want to add any additional fees, click on the corresponding toggle and fill out the extra fields\n<ul class=\"wp-block-list\">\n<li>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<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>when you\u2019re done, click <strong>Next<\/strong> <\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Transaction fee<\/strong><\/td><td><strong>X%<\/strong>&nbsp;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.<\/td><td>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. <strong>Example:<\/strong><br>Price for charge is 100 DKK Additional fee % is 2%<br>You will receive 2,5 DKK<\/td><\/tr><tr><td><strong>Start fee per charge<\/strong><\/td><td>The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet.<\/td><td>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<\/td><\/tr><tr><td><strong>Charge fee per kWh<\/strong><\/td><td>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.<\/td><td>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.<br>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.<br><strong>Example:<\/strong><br>Charge is for 5 kWh<br>Charge fee is 1 DKK\/kWh<br>You will receive 6,15 DKK<\/td><\/tr><tr><td><strong>Roaming transaction fee<\/strong><\/td><td>X% of the price of every&nbsp;<strong>roaming<\/strong>&nbsp;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.<\/td><td>Fee is calculated the same as Transaction fee (see above).For this fee to be applied, it requires the charge point to have&nbsp;<a href=\"https:\/\/monta.com\/uk\/help-center\/enable-roaming-charge-points\/\">activated Roaming<\/a>. It is applied only on charges that are performed on the charge point via a roaming platform.<\/td><\/tr><tr><td><strong>Start fee per roaming charge<\/strong><\/td><td>Absolute amount of every&nbsp;<strong>roaming<\/strong>&nbsp;charge on a charge point with this subscription will be transferred to your Operator Wallet.<\/td><td><\/td><\/tr><tr><td><strong>Roaming charge fee per kWh<\/strong><\/td><td>Absolute amount of every&nbsp;<strong>roaming<\/strong>&nbsp;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.<\/td><td>Fee is calculated the same as Additional fee kWh (see above).For this fee to be applied, it requires the charge point to have&nbsp;<a href=\"https:\/\/monta.com\/uk\/help-center\/enable-roaming-charge-points\/\">activated Roaming<\/a>. It is applied only on charges that are performed on the charge point via a roaming platform.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Subscription Settings<\/strong><\/em><\/p>\n\n\n\n<p>Define activation, payment renewal, and cancellation settings for the subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Subscription approval before activation<\/strong><\/td><td>Select if the subscription should be activated immediately when the plan is applied, or if it requires manual approval.<\/td><td><\/td><\/tr><tr><td><strong>Payment and renewal date<\/strong><\/td><td>Select when the first payment and renewal should take place.<\/td><td><\/td><\/tr><tr><td><strong>Subscription cancellation<\/strong><\/td><td>Select which users have the right to cancel the subscription.<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p>After you finalize all details, review the plan summary and click&nbsp;<strong>Create plan.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.2 Example &#8211; Flat fee &#8211; Charge Discount<\/h3>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(48.63% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/sa3vysq37vfa?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Select the type of plan<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In Monta Hub, navigate to <strong>Customer Relations<\/strong> in the left-hand menu<\/li>\n\n\n\n<li>Click on <strong>Plans &amp; Subscriptions<\/strong><\/li>\n\n\n\n<li>Click the <strong>+Create a plan<\/strong> button in the top-right corner<\/li>\n\n\n\n<li>Choose <strong>Team plan \u2192 Flat fee<\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>Fill in the details<\/strong><\/p>\n\n\n\n<p>Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.<\/p>\n\n\n\n<p><em><strong>Details and Pricing<\/strong><\/em><\/p>\n\n\n\n<p>Define the pricing of your service subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Plan name<\/strong><\/td><td>The name of your subscription plan.<\/td><td><\/td><\/tr><tr><td><strong>Summary of your plan<\/strong><\/td><td>Short summary of the services you are offering.<\/td><td><\/td><\/tr><tr><td><strong>Monthly subscription price<\/strong><\/td><td>This is the price the customer will pay per month, including VAT.<\/td><td>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.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Charge Discount<\/strong><\/em><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Toggle on&nbsp;<strong>Apply discount on charging<\/strong><\/li>\n\n\n\n<li>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<\/li>\n\n\n\n<li>If you want to create a new discount, click on&nbsp;<strong>+Add charge discount<\/strong>\n<ol class=\"wp-block-list\">\n<li>Give the discount a distinct name<\/li>\n\n\n\n<li>Select a discount value in % of the charge price<\/li>\n\n\n\n<li>Select if you want to limit the charge points, where the discount applies\n<ol class=\"wp-block-list\">\n<li>Any charge point = Discount applies on all charge points under your Operator<\/li>\n\n\n\n<li>Selected charge points = Discount applies on specific charge points (select per Team)<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Create Discount<\/strong><\/li>\n\n\n\n<li>Once the discount is created, you can use it in other Flat fee plans as well<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>If you already created a discount, click on&nbsp;<strong>+Add charge discount:<\/strong>\n<ol class=\"wp-block-list\">\n<li>Select a charge discount<\/li>\n\n\n\n<li>Click on&nbsp;<strong>Apply<\/strong><\/li>\n\n\n\n<li>Select if you want to apply the discount only when the Team Wallet is used\n<ul class=\"wp-block-list\">\n<li>Yes = The discount will apply only when the user selects to pay with the Team Wallet, where this subscription is applied<\/li>\n\n\n\n<li>No = The discount will apply for all payments methods available to the user (Personal Wallet, bank card, Mobile Pay, Vipps, Team Wallet, etc.)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<p><em><strong>Subscription Settings<\/strong><\/em><\/p>\n\n\n\n<p>Define activation, payment renewal, and cancellation settings for the subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Subscription approval before activation<\/strong><\/td><td>Select if the subscription should be activated immediately when the plan is applied, or if it requires manual approval.<\/td><td><\/td><\/tr><tr><td><strong>Payment and renewal date<\/strong><\/td><td>Select when the first payment and renewal should take place.<\/td><td><\/td><\/tr><tr><td><strong>Subscription cancellation<\/strong><\/td><td>Select which users have the right to cancel the subscription.<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p>After you finalize all details, review the plan summary and click&nbsp;<strong>Create plan.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2.3 Example &#8211; Charge point plan<\/h3>\n\n\n\n<div>\n  <script async src=\"https:\/\/js.storylane.io\/js\/v2\/storylane.js\"><\/script>\n  <div class=\"sl-embed\" style=\"position:relative;padding-bottom:calc(48.63% + 25px);width:100%;height:0;transform:scale(1)\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https:\/\/app.storylane.io\/demo\/eu1acve7q9ei?embed=inline\" name=\"sl-embed\" title=\"Interactive product demo\" aria-label=\"Interactive product demo\" allow=\"fullscreen\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;\"><\/iframe>\n  <\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Select the type of plan<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In Monta Hub, navigate to <strong>Customer Relations<\/strong> in the left-hand menu<\/li>\n\n\n\n<li>Click on <strong>Plans &amp; Subscriptions<\/strong><\/li>\n\n\n\n<li>Click the <strong>+Create a plan<\/strong> button in the top-right corner<\/li>\n\n\n\n<li>Choose <strong>Charge point plan<\/strong><\/li>\n<\/ol>\n\n\n\n<p><strong>Fill in the details<\/strong><\/p>\n\n\n\n<p>Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Services<\/strong><\/em><\/p>\n\n\n\n<p>Define the services included in the subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Plan name<\/strong><\/td><td>The name of your subscription plan.<\/td><td><\/td><\/tr><tr><td><strong>Summary<\/strong><\/td><td>Short summary of the services you are offering.<\/td><td><\/td><\/tr><tr><td><strong>Offer tax refund<\/strong><\/td><td>Tick this box to add tax refund as a service to the plan.<\/td><td>For Tax Refunds, have a look at Create and Manage Tax Refunds.<\/td><\/tr><tr><td><strong>Type of service<\/strong><\/td><td>If you select&nbsp;<strong>On-site repair<\/strong>&nbsp;you have to send an installer to repair a charge point when this is required. If you select&nbsp;<strong>Charge point replacement<\/strong>&nbsp;you have to replace a charge point that is broken or malfunctioning in some way.<\/td><td>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.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Pricing &amp; fees<\/strong><\/em><\/p>\n\n\n\n<p>Define the pricing of your service subscription.<\/p>\n\n\n\n<p>Fill out the fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>if you want to add any additional fees, click on the corresponding toggle and fill out the extra fields\n<ul class=\"wp-block-list\">\n<li>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<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>when you\u2019re done, click <strong>Next<\/strong> <\/li>\n<\/ul>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Monthly subscription price<\/strong><\/td><td>This is the price the customer will pay per month, including VAT.<\/td><td>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.<\/td><\/tr><tr><td><strong>Transaction fee<\/strong><\/td><td><strong>X%<\/strong>&nbsp;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.<\/td><td>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. <strong>Example:<\/strong><br>Price for charge is 100 DKK Additional fee % is 2%<br>You will receive 2,5 DKK<\/td><\/tr><tr><td><strong>Start fee per charge<\/strong><\/td><td>The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet.<\/td><td>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<\/td><\/tr><tr><td><strong>Charge fee per kWh<\/strong><\/td><td>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.<\/td><td>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.<br>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.<br><strong>Example:<\/strong><br>Charge is for 5 kWh<br>Charge fee is 1 DKK\/kWh<br>You will receive 6,15 DKK<\/td><\/tr><tr><td><strong>Roaming transaction fee<\/strong><\/td><td>X% of the price of every&nbsp;<strong>roaming<\/strong>&nbsp;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.<\/td><td>Fee is calculated the same as Transaction fee (see above).For this fee to be applied, it requires the charge point to have&nbsp;<a href=\"https:\/\/monta.com\/uk\/help-center\/enable-roaming-charge-points\/\">activated Roaming<\/a>. It is applied only on charges that are performed on the charge point via a roaming platform.<\/td><\/tr><tr><td><strong>Start fee per roaming charge<\/strong><\/td><td>Absolute amount of every&nbsp;<strong>roaming<\/strong>&nbsp;charge on a charge point with this subscription will be transferred to your Operator Wallet.<\/td><td><\/td><\/tr><tr><td><strong>Roaming charge fee per kWh<\/strong><\/td><td>Absolute amount of every&nbsp;<strong>roaming<\/strong>&nbsp;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.<\/td><td>Fee is calculated the same as Additional fee kWh (see above).For this fee to be applied, it requires the charge point to have&nbsp;<a href=\"https:\/\/monta.com\/uk\/help-center\/enable-roaming-charge-points\/\">activated Roaming<\/a>. It is applied only on charges that are performed on the charge point via a roaming platform.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><em><strong>Details &amp; Settings<\/strong><\/em><\/p>\n\n\n\n<p>Fill out the details and other settings of the subscription.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>See the list of fields<\/summary>\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><th>Note<\/th><\/tr><\/thead><tbody><tr><td><strong>Detailed description of your service<\/strong><\/td><td>Detailed explanation of the offered services.<\/td><td>We recommend to include:<br>&#8211; Types of services<br>&#8211; Your support channels<\/td><\/tr><tr><td><strong>Terms &amp; conditions<\/strong><\/td><td>Full terms of service of the plan.<\/td><td>We recommend to include:<br>&#8211; Who is eligible<br>&#8211; How you provide support<br>&#8211; Payment terms and fees<br>&#8211; Cancelation policy<\/td><\/tr><tr><td><strong>Contract URL<\/strong><\/td><td>You can include a link to a contract with the client, so they sign it right away.<\/td><td><\/td><\/tr><tr><td><strong>Support email<\/strong><\/td><td>Email, where you clients can reach you.<\/td><td>This is a support email owned by you, as a service provider. It is not related to Monta Support.<\/td><\/tr><tr><td><strong>Publish plan in Marketplace<\/strong><\/td><td>If you select to publish the plan, end users will be able to see your plan and apply for it via Monta Charge.<br><br>If you select not to publish the plan, you need to apply the subscription on the charge point via Monta Hub.<\/td><td>If you publish &#8211; Please note that there are Marketplace regulations. If you are not sure about them, please ask your Customer Success Manager.<br><br>If you don&#8217;t publish &#8211; Please note that you can only apply subscriptions on charge points under your Operator account.<\/td><\/tr><tr><td><strong>Supported charge point models<\/strong><\/td><td>Here you specify which brands and models of charge points you support.<\/td><td>We recommend to select which charge point brands and models you support very carefully.<br>Take into consideration:<br>&#8211;&nbsp;<a href=\"https:\/\/info.skat.dk\/data.aspx?oid=2061620\" target=\"_blank\" rel=\"noopener\">SKAT requirements<\/a>&nbsp;for charge points to receive tax refund- Which hardware you have the network and the knowledge to maintain<br>&#8211;&nbsp;<a href=\"https:\/\/monta.com\/uk\/supported-charge-points\/\">Charge point brand and models features<\/a>, such as meter type.<\/td><\/tr><tr><td><strong>Subscription requires approval before activation<\/strong><\/td><td>If you select <strong>Yes<\/strong>, you need to manually approve the subscription, before it becomes active.<br><br>If you select <strong>No<\/strong>, the subscription is instantly active and the customer starts receiving tax refunds straight away.<\/td><td>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.<\/td><\/tr><tr><td><strong>Subscription can be canceled by the charge point owner<\/strong><\/td><td>If you select&nbsp;<strong>Yes<\/strong>, your customer can cancel the subscription by themselves.If you select&nbsp;<strong>No<\/strong>, your customer needs to reach out to you to cancel the subscription.<\/td><td>We recommend to review your cancelation policy in the contract you sign with your customers and make an educated decision, based on that.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n<\/details>\n\n\n\n<p>After you finalize all details, review the plan summary and click&nbsp;<strong>Create plan.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3.4. Other plans<\/h3>\n\n\n\n<p>All other plans follow the same structure and contain the same fields as outlined above in the examples.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For Tax Refunds, see <a href=\"https:\/\/monta.com\/en\/help-center\/create-and-manage-tax-refunds\/\" data-type=\"help-center\" data-id=\"25209\">Create and Manage Tax Refunds<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">3. Next Steps<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See how to <a href=\"https:\/\/monta.com\/en\/help-center\/apply-and-approve-subscriptions\/\" data-type=\"help-center\" data-id=\"25204\">Apply and Approve a Subscription<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to create a subscription plan.<\/p>\n","protected":false},"author":66,"featured_media":0,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false},"help_cat":[321],"help_tags":[412],"class_list":["post-25210","help-center","type-help-center","status-publish","format-standard","hentry","help_cat-plans-subscriptions","help_tags-hub"],"acf":[],"_links":{"self":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center\/25210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/users\/66"}],"wp:attachment":[{"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/media?parent=25210"}],"wp:term":[{"taxonomy":"help_cat","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_cat?post=25210"},{"taxonomy":"help_tags","embeddable":true,"href":"https:\/\/monta.com\/en\/wp-json\/wp\/v2\/help_tags?post=25210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}