# Plans, payment methods and billing > Source: https://support.usebluehill.com/customers-billing-plans-and-payments | Updated: 2026-10-26T21:09:20Z ## Who sees the Overview tab The **Overview** tab appears when your workspace has billing switched on and your role includes financial access. Everyone else starts on the **Boards** tab and sees **Overview Access Restricted** if they open the tab directly. The pricing plans themselves are managed under **Financial โ†’ Pricing**, and trials under **Financial โ†’ Trials**. ## Customer Information The first card repeats the record's profile: **Customer ID**, **Internal ID**, **Company**, **Categories**, **Name**, **Email**, **Phone #**, **Address**, **Website**, **Time Zone** and **Default Payment Method**. Each text value has a copy button, and **Edit** opens the edit dialog. See [Edit customer details and custom fields](./customers-edit-customer-details). ## Payment History A chart of monthly payments, **Monthly sales ยท first month to last month**, with tiles for **Total revenue**, **Avg / active month**, **Months active** and **Last month**. A new customer shows **No payment history available**. ## Plans The **Plans** table lists what the customer subscribes to: | Column | Shows | |---|---| | **Plan Name** | The pricing plan or custom line item. | | **Trial** | The trial attached to the plan, if any. | | **Amount** and **Discount** | What the customer pays and any discount applied. | | **Active?** | **Active**, **Ongoing**, **One-Time** or **Expired**. | | **Start Date** and **End Date** | The subscription period. **Ongoing** means no end date. | | **Cadence** | **Monthly**, **Yearly** or **One-Time**. | The pencil on a row opens the plan's own page; the bin removes the plan from the customer straight away, so check before you click. **Edit All** makes the name, amount, discount, cadence, dates and memo editable in place; save with the **Unsaved changes** bar. ### Add plans 1. Click **Add Plans**. The **Add Plans** page opens with **Available Plans** on the left and **Selected Plans** on the right. 2. Search or scroll the available plans and click each one to select it. 3. For each selected plan, set the **Start Date**, an optional **End Date**, adjust the **Amount**, tick **Pro Rate** to charge only the remainder of the first period, and pick a **Trial** if one applies. 4. For something not on your price list, click **Add Custom Line Item** and give it a **Name** (*Setup Fee*, *Consulting*), an **Amount**, a **Cadence** (**One-Time**, **Monthly** or **Yearly**) and dates. 5. Save. You are returned to the customer. The Add Plans page ### Edit a plan Open a plan with the pencil in the Plans table. The page is headed **Edit Subscription**: - **Plan Details**: the plan's ID and name (fixed), its **Amount**, **Discount** and **Billing Cadence** (**Monthly**, **Yearly** or **Once**). - **Model Information**: the pricing model, for reference. - **Trial Information**: the **Trial**, whether it **Should Trial Recur**, and **Pro Rate**. - **Subscription Period**: **Start Date**, **End Date** and **Bill Up Front**. - **Additional Information**: an internal **Memo**. Save with the **Unsaved changes** bar. ## Taxes The **Taxes** card shows the customer's tax position: **Total Amount**, **Tax Enabled**, **Tax Exempt** and **Last Updated**, with the rates that apply to its address (**Zip Code**, **State**, **City**, **County**, **Additional** and **Total**). ## Payment Methods - **Add Payment Method** opens **Create Payment Method** to save a card or bank account. - **Enable Pay By Check** marks the customer as paying by check. From then on the button reads **Pay By Check Enabled** and a banner at the top of the page reminds everyone that charges will not be billed to the customer's card automatically. - Deleting a saved method asks **Delete this payment method?**. If the method is shared with a related record, the dialog says so; it is removed there too. The **Default Payment Method** row of the Customer Information card shows which method charges use, for example ***\*\*\*\* 1234***, **Check** or **No payment method**. ## Billing Timeline and charges The right-hand column of the Overview tab is the **Billing Timeline**: every charge due or taken for this customer, newest first, within the chosen date range (the last 30 days by default; use **Pick a date range** to widen it). Each entry shows the amount, the date, **Paid** or **Pending**, its line items and **Due** date, and the buttons that apply: - **Charge** on a pending entry takes the payment now with the customer's default method. The arrow next to it lets you **Choose Processor** (for example **Stripe** or **Intelligent Routing**). The charge is made as soon as you click, without a further confirmation, and a toast reports **Successful Charge** or the error. - **View** on a paid entry opens the transaction. **Recharge** charges it again, for example after a failed payment was resolved. When the customer has deal rooms, an **All billing** / **Deal rooms** switch separates ordinary charges from **Deal room billing**, which is invoiced and charged by the deal room itself. **Exclude deal rooms** hides deal-room entries from the combined view. ## Metrics The **Metrics** card records numbers you track per customer, such as seats or locations. Pick a metric with **Select Metric**, enter the **Metric Value** and click **Save**. The metric definitions come from **Financial โ†’ Metrics**. ## Transaction History The last card lists every transaction for the customer with its date, amount, status and method. Open a transaction for its details and receipt. Next: [Related records and merging duplicates](./customers-related-records-and-merge).