Billing

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 testing your sign-up process and payments with Outset...

Outseta uses predefined billing stages to describe the state of an account's current subscription. By design, these stages are not editable—instead, they reflect the financial standing of each acco...

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, but can be subscribed to unlimited add-on products ...

Customers can cancel their subscription at any time via Outseta's profile embed. You can also cancel any customers' subscription directly from their Account record. By default a cancelled account...

You can process full or partial refunds in any amount directly from within Outseta. 1. Go to CRM > ACCOUNTS and open the account record for the customer that you need to refund. Click on Transactio...

Subscription plan changes are a crucial aspect of managing customer relationships and driving revenue growth. Whether your customers are scaling up their usage or need to temporarily reduce their p...

When running a subscription business it's inevitable that some percentage of payments will be declined. This article outlines Outseta's default behavior when a payment fails and outlines the steps ...

The primary contact for any Account will automatically be notified by receiving a copy of their invoice via email when a payment is collected. A sample invoice is show below. Adding additional inv...

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. Change the subscription's renewal date If you change a us...

Outseta's billing system makes is easy to offer your customers discounts, coupons, or promo codes. Discounts can be either: % off discounts Fixed amount discounts To set up a discount, follow the...

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

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

Editable quantity pricing gives the customer an input box at checkout where they can elect to purchase "X" number of "units" each billing cycle. You can see an example of this input highlighted in...

Outseta supports usage-based (metered) pricing models that charge customers based on their actual consumption. This flexible approach is ideal for businesses with variable usage patterns, such as A...

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 adopters, or beta testers. Follow the steps outlined b...

Plan Families can be used to group associated pricing plans—for example, you might put a Basic, Pro, and Enterprise plan into the same plan family to allow you customers to choose from that set of ...

If you want to cancel an add-on subscription—but not the user's subscription "Plan" there are two ways to do so. Users can cancel add-ons via the profile embed Logged in users open the PLAN tab of ...

Outseta provides billing reports for common subscription metrics. This article details how each of these metrics is calculated. Outseta's billing stages are the basis of many of these reports—this ...

Outseta allows you to use Stripe Tax to automatically collect tax from customers no matter where you sell your products and services. Follow the steps below to setup Stripe Tax. Set up your tax set...

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 or you can end up in a scenario where you lose the ...

Outseta supports Stripe's supported payment methods. This includes popular payment methods like credit cards, bank transfers, Apple Pay, Google Pay, iDeal, SEPA and more. A complete list of the pay...

In most cases, customers change their own subscription plans using Outseta's Profile Embed. However, there are times when you need to change a customer's plan administratively. This guide covers th...

Outseta allows you to easily offer free trials—a period prior to a paid plan where users can access your product or site for free. To configure a free trial: 1. Go to BILLING > PLANS and click ADD ...