Billing | Outseta Knowledge Base

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…

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

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

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…

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

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

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

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.…

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

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

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

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

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

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

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

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

In most cases, customers change their own subscription plans using Outseta's Profile Embed. However, there are times when you need to change a…