search
Submit Help Request
Help Desk
Submit Help Request

Billing

Articles focused on collecting payments.
  • Getting Started
  • Protected Content
  • Sign up and Login
  • Webflow
  • Developer Docs
  • Code Snippets & Examples
  • Billing
  • CRM
  • Email
  • Help Desk
  • Settings
  • Circle.so
  • Integrations
  • Legal & Security
  • Demo App: Feedback Fort
  • more_horiz
    • Getting Started
    • Protected Content
    • Sign up and Login
    • Webflow
    • Developer Docs
    • Code Snippets & Examples
    • Billing
    • CRM
    • Email
    • Help Desk
    • Settings
    • Circle.so
    • Integrations
    • Legal & Security
    • Demo App: Feedback Fort
  • Test payments and your sign-up flow

    As you get started with Outseta, you'll want to test your sign-up process and payments end-to-end. This article details some best practices for…

  • Account billing stages

    Outseta uses predefined billing stages to describe the state of an account's current subscription.

    By design, these stages are not editable—…

  • Add-on products

    Add-on products are additional products that can be purchased alongside your "Plans." Any account can only be subscribed to one "Plan" at a time,…

  • Cancelling subscriptions

    Customers can cancel their subscription at any time via Outseta's profile embed. You can also cancel any customers' subscription directly from…

  • Issue a refund

    You can process full or partial refunds in any amount directly from within Outseta.

    1. Go to CRM > ACCOUNTSand open the account record for the…

  • Upgrades and downgrades

    Users can upgrade or downgrade their subscription in a self-serve fashion via Outseta's profile embed. Admin users can also make subscription…

  • Past due accounts and declined payments

    When running a subscription business it's inevitable that some percentage of payments will be declined. This article outlines Outseta's default…

  • How invoices are communicated to customers

    The primary contact for any Accountwill automatically be notified by receiving a copy of their invoice via email when a payment is…

  • Pause a subscription

    If a user requests to pause a subscription, you have two options—both are accessible from the "Options" menu on the user's account record.…

  • Discounts, coupons, or promo codes

    Outseta's billing system makes is easy to offer your customers discounts, coupons, or promo codes. Discounts can be either:

    • % off discounts
    • Fixed…
  • Subscribe an account

    There are two ways to associate a subscription with an account; by leveraging Outseta's sign-up embed or by manually subscribing the account.…

  • Manually creating invoices

    Outseta allows you to manually create and collect one-off invoices. This is useful in collecting non-recurring fees from users whenever necessary…

  • Editable quantity pricing

    Editable quantity pricing gives the customer an input box at checkout where they can elect to purchase "X" number of "units" each billing cycle.&…

  • Usage based (metered) pricing

    Outseta supports usage based (metered pricing) models. Usage based products must be setup as add-on products—usage can charged alongside a…

  • Providing demo accounts or free access to paid plans

    You may want to offer a some users demo accounts or free access to your paid plans. For example, this is common with family and friends, early…

  • Plan Families

    Plan Families can be used to group associated pricing plans—for example, you might put a Basic, Pro, and Enterprise plan into the same…

  • Billing reports

    Outseta provides billing reports for common subscription metrics. This article details how each of these metrics is calculated. Outseta's billing…

  • Enable Stripe Tax

    Outseta allows you to use Stripe Tax to automatically collect tax from customers no matter where you sell your products and services. Follow the…

  • Changing Stripe accounts
    If you want to change the Stripe account connected to your Outseta account, you can absolutely do so. That said, you'll want to proceed carefully…
  • Enable additional payment methods

    Outseta supports Stripe's supported payment methods. This includes popular payment methods like credit cards, bank transfers, Apple Pay, Google…

Outseta
—
  • Home
  • About Us
  • API Docs
  • Outseta Academy
  • Submit Help Request