Pricing, plans, and offers
Configure plans, prices, offers, subscriptions, trials, installments, upgrades, and product checkout rules.
When to use this guide
Use this section when a product needs a price, subscription setup, offer structure, checkout default, or safe pricing update before launch.
Start here
- Complete plan and offer setup from scratch for a full pricing path on a new product.
- Create plans, offers, installments, and trials to configure one-time pricing, subscriptions, billing periods, trials, offers, and safe deactivation.
- Choose one-time vs subscription pricing before building plans and checkout.
- Configure installments when card split payments should be available.
- Set up trial periods for subscription offers with delayed first charge.
- Safely deactivate plans and offers before retiring live pricing paths.
- Create upgrade paths between plans or products when existing buyers should move to a different plan, offer, or product.
- Configure order bumps to add a complementary offer on checkout before payment.
- Set default plans and offer codes so checkout opens with the intended plan or offer.
- Create a product and prepare it for approval if the product is not ready yet.
- Create checkout links with useful tracking after the price and offer are ready to share.
What Pricing controls
| Area | Purpose |
|---|---|
| Plans | Define one-time or recurring payment structure. |
| Offers | Create buyer-facing purchase options connected to plans. |
| Trials | Allow a subscription to start before the first charge when needed. |
| Installments | Control split-payment behavior when supported. |
| Default plans | Decide which plan or offer a checkout should use by default. |
| Upgrades | Move existing buyers to another plan, offer, or product. |
Typical workflow
- Confirm the product exists and is in the correct business workspace.
- Decide whether the offer is one-time, subscription, trial, or upgrade.
- Create the plan and offer with clear names.
- Configure installments, billing period, or trial rules when needed.
- Connect the pricing to a checkout link.
- Test price, payment method, and reporting behavior before launch.
Good checks before going live
- Confirm the buyer sees the correct price and payment model.
- Check trial and renewal expectations for subscriptions.
- Verify the checkout uses the intended default plan or offer.
- Review links, funnels, and affiliates before deactivating old pricing.
- Keep API-specific setup in AtomicPay API Docs.