In this partner setting, you will find below settings:

• 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

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:

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 with template installed

if the user’s new workspace created or not. and see if the template you choose installed in the omni channel or not.

After you selected, please make sure you actually save the plan & templates assigned.

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.

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).

And since we automatically create a random password for the new user, so it’s best practice that you reminder the user to reset their password to get access to their workspace.

If you set up webhook events in your partner settings:

And in our partner API, you should be able to pick up the following event:

And then you can set up your own automation to reminder the user to reset their password.

Transaction history check

If you have enough credit in your partner wallet, you will find the transaction history as per the screenshot below.

If you don’t have enough credit in your wallet, and you will be able to receive “no_enough_credit” event to your webhook.

You need to follow our partner API documents here to set up the webhook URL.

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.