Summon
Billing Plans

Package Services with Billing Plans

Define billing plans with a recurring base fee, included service entitlements, and product discounts — then enroll billing accounts in the plan that fits them. Plans integrate with work orders so discounts and entitlements apply when services are sold. Ideal for country clubs, hotels, and commercial properties with recurring service customers.

Features

Package services, entitlements, and discounts for customers on billing accounts.

Recurring Base Fee
Set a base fee on weekly, biweekly, or monthly billing intervals that posts to the customer's statement.
Service Entitlements
Include quantities of specific catalog products per statement or per month before additional charges apply.
Product Discounts
Apply fixed price, percent off, or amount off discounts to products when work order line items are created.
Plan Enrollment
Enroll billing accounts in a plan from the operator app and track the active plan on each customer account.
Usage Tracking
Monitor entitlement usage counters per enrollment so included services are consumed correctly each period.
Locked After Assignment
Plans become immutable once assigned to a billing account, protecting billing integrity for enrolled customers.

Benefits

Define how recurring customers are billed — not just that they have an account.

Package Services for Members
Offer tiered plans for country clubs, hotels, and commercial accounts with recurring value built in.
Automatic Plan Discounts
Enrolled customers get plan discounts applied when work order line items are added in the operator app.
Included Service Allowances
Entitlements cover included quantities before additional usage is charged on the statement.
Connected to Work Orders
Plans integrate with service selling — charges flow from work orders onto billing account statements.
Flexible Plan Design
Combine a base fee, product entitlements, and per-product discounts in a single billing plan.
Protected Plan Definitions
Immutable plans after enrollment prevent accidental changes that would affect active customer billing.

Plans and accounts work together

Billing Accounts are the customer relationship. Billing Plans define what they get — base fees, included services, and discounts. Work orders from Service Selling post charges to the account statement. For recurring customer programs such as resident parking, see Valet Subscriptions.

Industries We Serve

Summon provides comprehensive valet solutions across diverse industries, helping businesses streamline their parking operations.

Talk to Sales

Get in touch with our sales team to learn more about billing accounts, service selling, and the operator app.

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