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Plans & Features lets ISO admins create named plans that bundle POS features together and assign those plans to merchant entities. Each plan acts as the feature entitlement layer for all merchants on it — toggling a feature on a plan instantly updates every entity assigned to that plan.
Plan Management page with an ISO dropdown showing Unity Payments and a + Create Plan button. Plans shown include Basic (5 features, Base Plan), Light Retail (9 features, Base Plan), Lite Restaurant x2 (13 features each, Base Plan), Micamp (9 features, Add-on Plan), Quickbooks (5 features, Add-on Plan), and TALIUP (9 features, Base Plan). Each card has Edit Plan, Copy, and Delete buttons.

The Plan Management page showing seven plans across two rows, each displayed as a card with its feature count and plan type badge.

Plans & Features is a feature that must be enabled for your ISO by Taliup HQ. If this section is not visible in the sidebar, contact Taliup HQ to have it activated for your account.Additionally, the Plans and Features role permission must be granted to your admin role to toggle individual feature switches on plans.

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Plan types

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Plan Management list

The index page shows all plans for the selected ISO as a card grid. Each card displays:
  • Plan name — unique within the ISO
  • Feature count badge — total number of features enabled on the plan
  • Plan type badge — Base Plan or Add-on Plan
  • Actions — Edit Plan, Copy to another ISO, Delete
Use the ISO dropdown in the header to switch between your ISO and any child organizations if you manage multiple.

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Creating a plan

Click + Create Plan to open the creation form. The form has three sections: Plan Details, Features, and Software Subscription.
Create Plan page: left panel shows Plan Name field, ISO dropdown (Unity Payments), Industries checkboxes (Restaurant, Retail/Wholesale, Charity), Selected features counter (0), Allow Feature Add-ons toggle, and This is an Add-on Plan toggle. Right panel shows a Features list with Expand All, Select All, Clear All controls and individual feature toggles including Employees, Catalogs, Inventory, Reports, Ecommerce, Clients, Calendar, Virtual Terminal, Invoicing, Link To Pay, Hosted Payment Solution, and Table Management. Below both panels is a Software Subscription section with an enable toggle.

The Create Plan page with a Plan Details panel on the left and a Features panel on the right showing toggles for Employees, Catalogs, Inventory, and more. A Software Subscription section appears below.

Recapture this screenshot if you want the Charity industry checkbox and plan-card industry badges visible. The current image predates those.

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Plan details

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Features

The Features panel lists all available POS features, organized hierarchically. Use the toolbar controls to manage selections quickly:
  • Expand All — expand all feature groups to show sub-features
  • Select All — enable every feature in the list
  • Clear All — disable every feature in the list
Some features have dependencies. When you enable a feature that requires another, both are automatically enabled. Disabling a parent feature also disables all of its child features.
Available features include:

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Software subscription

The Software Subscription section lets you require merchants to agree to and pay a recurring fee before they can use the POS. This gate is shown to the merchant on first login.
Software Subscription is not available on Add-on Plans.
Click Save Plan to create the plan.

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Editing a plan

Click Edit Plan on any plan card to open the edit form.
Edit Plan page for Basic: Plan Name shows Basic, ISO shows Unity Payments (read-only with note ISO cannot be changed after creation), Industries unchecked, Selected features showing 5, Allow Feature Add-ons showing DISABLED badge, This is an Add-on Plan showing NO badge. Features panel shows Employees and Catalogs toggled on. Header has Delete Plan (red) and Save Changes (dark) buttons.

The Edit Plan page for the Basic plan showing 5 selected features (Employees and Catalogs toggled on), with Plan Details on the left and the Features panel on the right. A Delete Plan button and Save Changes button appear in the header.

The edit form is identical to the create form with these differences:
  • The ISO field is read-only — it cannot be changed after creation
  • Allow Feature Add-ons and Is Add-on Plan show their current state as a badge rather than a toggle
  • A Delete Plan button appears in the page header
Saving feature changes on an edit affects every entity currently assigned to this plan. Added features are immediately granted to all assigned entities; removed features are immediately revoked (except features the entity holds via an add-on subscription, which are left untouched).
Click Save Changes to apply.

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Copying a plan

Click the Copy icon on any plan card to open the Copy Plan modal. Select one or more target ISOs from the hierarchical list (hold Ctrl/Cmd to multi-select) and click Copy. The copy is a deep clone — it duplicates the plan name, type, industries, all feature assignments, and price. If a plan with the same name already exists in the target ISO, the copy is renamed with a (copy) or (copy 2) suffix automatically.
You can only copy plans to ISOs within your own descendant hierarchy. You cannot copy a plan to a parent ISO or an unrelated ISO.

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Deleting a plan

Click the Delete icon on a plan card to open the Delete Plan confirmation modal.
Delete Plan modal: yellow Warning banner reads 'This action cannot be undone.' Body text reads 'You are about to delete Lite Restaurant. This will: Permanently disable this plan for assignment, Remove all feature associations. Note: Deletion cannot proceed if this plan is assigned to any entity or has active subscriptions.' Cancel and red Delete Plan buttons at the bottom.

The Delete Plan confirmation modal with a yellow warning banner, a description of what will be deleted, and a note that deletion is blocked if the plan is assigned to any entity or has active subscriptions.

Clicking Delete Plan permanently removes the plan record, all its feature associations, and its software subscription settings (if any).
Deletion is blocked in two cases:
  • Plan is assigned to entities — at least one merchant entity is currently on this plan. Reassign or remove all entities from the plan first. When this error occurs, a Download CSV link appears in the error banner so you can export the full list of assigned entities.
  • Plan has active subscriptions — one or more merchants have an active software subscription tied to this plan. Cancel those subscriptions first.