Loomis
The panel

Money

What you sell, what each plan unlocks, how spend is measured, and how people pay you.

Five screens decide the business rather than the product. They are the ones to get right before anybody is allowed to sign up, because a price changed later is easy and a free month given away by accident is not.

Plans & pricing

Money → Plans & pricing is the catalogue.

New plan, then give it a name, a price and a billing period.

Number the plans in the order they should appear, from cheapest to most.

Mark one as featured. It is the one the pricing page points at.

Retire a plan rather than deleting it: existing accounts keep it, and it stops being offered.

Reset returns a plan to the values it shipped with, which is the fastest way to undo an experiment.

The allowance follows from the price, which is the rule that keeps credits proportional without anybody maintaining a table. A plan can override it, and Money → Credits is where the rule itself is described.

Entitlements

Money → Entitlements is a matrix: plans down one side, features across the other. Turning a cell on saves immediately.

FeatureWhat it unlocks
Models, by weightThe everyday, heavy and frontier ends of the catalogue
Web searchSearching the web inside a turn
Image generationCreating pictures
Large contextCarrying much more of a conversation into a turn
Priority queueBeing served before accounts on lighter plans
Shared projectsSharing a project with somebody else
Shared librarySharing files and folders

This is the screen that decides whether a plan is cheap or expensive in practice, because it is what a heavy model actually costs in credits that makes a plan generous or thin.

Credits

Money → Credits explains and controls spend.

PartWhat it does
Allowance rulesHow many credits a plan's price grants, and over what window
Granted, spent, in flightThe three numbers that answer "where did it go"
MovementsThe ledger: every grant, every top-up, every charge
Top-upAdd credits to one account by email, by hand, when you decide to
CeilingA per-account limit, or a whole-installation one

The window resets weekly, on Monday at 00:00 UTC. Whatever a plan grants is granted for that window, and what is not used does not roll over. Insight → Overview is the same numbers as a dashboard.

In flight is not spent

A running turn reserves credits against itself and settles when it finishes. An installation with a busy minute therefore looks like it spent more than it did, and the ledger is the honest answer rather than the dashboard.

Payments

Money → Payments connects the money.

SettingWhat it decides
GatewaysWhich providers are offered, and each one's keys
ModeTest or live, per gateway
TaxWhether prices include tax, and the rate that applies
CouponsDiscounts, their limits and their expiry
DunningWhat happens when a payment fails, and how many times to try

Until a gateway is configured, the pricing page says billing is not ready rather than offering a button that fails. That is deliberate: an installation that cannot take money should say so.

Invoices & receipts

Money → Invoices is the record: every payment, searchable, with the ability to refund one, and to download a receipt as a PDF or the whole list as CSV. It is the screen that answers a customer who writes in about a charge, and the one an accountant will ask for.

The order to set this up in

Plans & pricing: create the plans and the prices before anybody signs up.

Entitlements: decide what each plan unlocks, which is what keeps the prices honest.

Credits: check the allowance rule, and set a ceiling for the installation if you want one.

Payments: connect a gateway in test mode, make one test purchase, then switch it to live.

Invoices: after the first real payment, confirm the receipt looks right.

Three irreversible things in this group

Refunding moves money and cannot be un-refunded from here. Retiring a plan is reversible, and deleting one is not offered for the reason that accounts on it would be left without one. Changing a live gateway's mode affects the next checkout rather than existing subscriptions, which is worth knowing before a launch.