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Billing Type
Stripe Automatic Tax(Internal Billing)
Billing URL
Login Page Theme Settings
Credit Billing for Addons
Webhook URL
Web Chat Support
Default Languages
Default Flow Theme
Free Trial Days
Free Trial Options
User Registration
Signup Email Verification
Require Vat ID
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We will go through the setting one by one.
Billing type
We offer two different billing type. it’s billing URL and Internal Billing.
Internal Billing
If you have Stripe account, we would suggest you select “Internal Billing” option, and then go to your main partner workspace integration tab, and connect your Stripe account.
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Please note, using Stripe billing automation, it will automate create new workspace, not upgrade existing workspace. And also you need to make sure you have enough partner credit in your wallet. |
Connect your Stripe account
First, you need to connect your Stripe account, you need to go to “Integration”, and then “Stripe”
After you connect your Stripe account, it will show up like this:
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Create Stripe subscription product
You can create subscription product directly in Stripe or create product through 3rd party platforms like Thrivecart & GoHigh Level.
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Please note, you can also create the Stripe subscription product through 3rd party platforms like Thrivecart or Go High Level. The same subscription products purchase can also be automated if you link the product with any of your paid plans. |
Connect Stripe Subscription with your plans
Now, after you created your Stripe billing plan, it’s time for you to link the subscription plan with your paid plans.
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Make sure you link to the price you want to sell, and select “Internal Billing” in the template dropdown. |
Add Partner Credit
Make sure you have enough of the credit in your partner wallet, otherwise the upgrade won’t be successful.
The partner credit should at least cover the cost of the plan you are upgrading.
For example, you are upgrading the default business plan, the cost of that plan is $10, so you should at least have $10 in your partner credit.
If you don’t have enough partner credit, when the user click the upgrade button, it will show error message to contact support.
After you selected, please make sure you actually save the plan & templates assigned.
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Please note, you can set up to 10 different plans link to the same plan. Each of the plan can install/assign different templates. |
Test the purchase
After you set up & link Stripe subscription to your plan, now it’s time that you can do a simple test. Do a demo purchase, and then see if the user’s new workspace created or not. and see if the template you choose installed in the omni channel or not.
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Make sure you have enough of the credit in your partner wallet, otherwise the upgrade won’t be successful. It will trigger the “no_enough_credit” event if you set up webhook URL to listen the events. The partner credit should at least cover the cost of the plan you are upgrading. For example, you are upgrading the default business plan, the cost of that plan is $10, so you should at least have $10 in your partner credit. |
If you are existing user
if you are existing user, which means your email on the checkout page is the same as the email to login your white label partner platform, then after the purchase, we will actually create a new workspace under the same email login, and also install the template you have assigned to this workspace.
If you are new user
If you are new user to your platform. We will actually send the welcome email from your own email STMP(if you have set up by following this tutorial).
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