In order to setup billing so that you can charge your customers, you'll need to:

  1. Connect Outseta to your Stripe account.
  2. Setup your pricing plans.

Setup your pricing plans

1. Login to your Outseta account. Click BILLING > PLANS and select ADD A PLAN.

2. Enter a plan name.

NOTE: Plan families are associated groups of pricing plans (think of a Basic, Pro, and Enterprise). Your plans will automatically be added to the "Default" plan family.

3. In the PLAN OPTIONS section, choose a registration mode of INDIVIDUAL of TEAM. In individual mode each person has their own account, while team mode allows multiple people to share an account with each individual having their own login credentials.

4. Next, select a PRICING MODEL.

  • Standard—Standard plans are recurring subscriptions that renew monthly, quarterly, or annually. If you want to offer a free plan, choose the standard option and input a monthly fee of 0.
  • One-time—One-time plans charge a set fee a single time. They can be used to sell an individual product or service, or can act as a lifetime subscription.
  • Per User—Per User pricing allows you to charge a set fee per user based on the number of users that have access to an account. Per user fees can be charged monthly, quarterly, or annually.
  • Editable Quantity—Editable quantity pricing presents the user with an input box, where they can input the number of something (units) they'd like to purchase. 

5. If you want to offer a free trial, select the FREE TRIAL toggle. You can set up free trials of a specific duration (like 14 days), or a free trial that runs until a particular date.

NOTE: Outseta's default behavior is to not ask for payment information when the user signs up for a free trial. The user will be prompted for payment if they try to login after their trial period has expired. If you select "Require payment information for free trial and free plans" the user will be asked for payment information at sign up. In this case the user will be automatically charged at the end of the free trial period.

6. Finally, you can:

  • Charge setup fees 
  • Set an expiration date for the plan (subscriptions auto-renew by default)
  • Add a custom post login path. Most sites will leave this option blank and all users will land on the Post Login URL set on the AUTH > SIGN UP AND LOGIN page. This option allows you to override that and setup plan specific landing pages when users login.

Once you've configured these options to your liking, click ADD.

7. After you finish adding your plans you can add a checkout experience to your website by integrating Outseta's sign-up embed. Finally, you can test payments and your sign-up flow by following these best practices.

If you have any questions please don't hesitate to contact us at support(at)outseta.com.