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Master Plans

Table of contents
  1. Overview 
    1. Topics 

Overview 

A master plan determines a customer’s currency, the day of the month on which the customer is billed, and can contain one or more services. Each customer can have only one master plan. The master plan is initially assigned when creating an account. 

Topics 

Create a Plan

Change the Master Plan for an Account

Update Plan Unit Instance Details

Update a Plan's Rate Schedule

Update a Master Plan Instance's Rate Schedule

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