In this partner setting, you will find below settings:

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.

You can follow the video below for the whole Stripe billing automation.

In this tutorial, you will be able to set up Stripe billing automation. UChat will handle the purchase & cancellation automation.

You can watch our Youtube video below:

The features:

• You will be able to automatically upgrade the user’s workspace to the plan you connected

• You will be able to select to install the template to the new workspace, it will install in the omni channel

• You will be able to automate the purchase & cancellation process

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:

Create Stripe subscription product

You can create subscription product directly in Stripe or create product through 3rd party platforms like Thrivecart & GoHigh Level.

Create subscription product in Stripe

In this section, We will show you how to create subscription product in Stripe directly.

You can go to “Products”, and then click “Add product” in your Stripe dashboard.

And then you can update your product details like name, description, image, and recurring pricing, check the screenshot below:

Stripe Automatic Tax Setting

If you want to create VAT/Tax in the product you set up in Stripe, you can turn on the Stripe automatic tax setting, and then the subscription will collect GST in the purchase.

After you save your products, Next step, you will be able to connect this subscription plan with your paid plans in UChat.

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.

So, In your partner main workspace, go to “Partner settings”, and then select “Plans & Features”, then select any of the paid plan(not the free plan). and then you will see the Stripe billing tab as per screenshot below:

So if you click the Stripe price dropdown, it will pull all the subscription products from your Stripe account. You can select the pricing you want to link to this plan.

Click the Template dropdown, and make sure you select “Internal Billing”.

And make sure you click the “Add” button, and save the setting!

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.

Test the purchase

After you set up & link Stripe subscription to your plan, now it’s time that you can do a simple test.

Make sure you have enough partner credit to cover the cost of the plan you are testing with.

Do a demo purchase, and then check if the workspace is updated successfully or not.

Purchase cancellation automation

So if your customer want to cancelation the plan, you can simply go to your Stripe account, and select the customer & subscription, and cancel it for them.

For the cancellation, you can choose to cancel immediately or cancel at end of the current billing cycle.

if you choose cancel immediately, the customer’s workspace will immediately drop to the free plan. If you choose to cancel at the end of current billing cycle. We will drop their workspace to the free plan at the currently billing cycle.

 Billing URL

If you don’t have Stripe account, or can’t set up Stripe account, you want to use your own payment gateway, you can choose to use “Billing URL”.

You should build your own checkout page on your own domain, and you have the below variable to use in the checkout URL.

• Workspace ID

• Workspace name

• Owner name

• Owner email

• Plan ID

Manually Upgrade

After receiving the payment from your own checkout page, you can go to “White label Settings” → Workspaces, and manually upgrade the user the plan they purchased.

Automate with Partner API

Or you can connect with UChat partner API, and automatically upgrade the workspace to the plan they purchased.

In the UChat partner API, you can call the partner API to change plan:

https://www.uchat.com.au/partner-api#/Partner%20Management/partnerChangePlan

In this api request, you will need to provide: workspace ID & plan name, you can get the plan details from the api endpoint:

https://www.uchat.com.au/partner-api#/Partner%20Management/partnerPlans

If you want to automate the upgrade process, we will need the workspace ID, so you can add the workspace plan ID dynamically at the checkout URL or ask the workspace ID in your own checkout page.

ThriveCart Checkout URL automation

Thrivecart is a 3rd party checkout platform, in this tutorial, we will show you how to set up billing url automation using 3rd party checkout platforms.

Learn more details from the link here.

Login Page Theme Settings

You can find the login page theme settings in the partner settings.

We offer 4 different login page designs by default.

Apple theme

Banana Theme

Cherry Theme