Payments

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 ...

Customers can login and cancel their own subscriptions anytime via the PRODUCTS tab on Outseta's profile embed. You can also cancel any customers' subscription directly from their Account record. ...

If you'd like to pause a subscription, start by navigating to the ACCOUNT record for the customer. 1. Click the three-dot menu next to the subscription, then PAUSE PAYMENT COLLECTION. 2. The subse...

You can process full or partial refunds in any amount directly from within Outseta. 1. Navigate to CRM > ACCOUNTS and find the account that you want to refund. From the INVOICES section of the acco...

Every account in Outseta has an overarching billing stage that describes what's happening with the account from a financial perspective. By design, these stages are not editable—instead, they refle...

When running a business it's inevitable that some percentage of payments will be declined. This article outlines what happens when a payment fails and the steps taken to change and account's billin...

You can configure Stripe to automatically send invoices and notifications to your customers. These settings are configured in your Stripe account. Automatic Invoice Emails Finalized Invoices—Autom...

Product Families can be used to group associated products—for example, you might put a Basic, Pro, and Enterprise products into the same product family to allow you customers to choose from that se...

If you want to manually create an invoice to charge a customer for an ad-hoc charge, you can do so from within Stripe: Prerequisite: In to do this, the customer must have a Customer record in Strip...

You can create coupons in either Outseta or Stripe to offer discounts on invoices, subscriptions, or entire customer accounts. Coupons can be either: % off discounts Fixed amount discounts To set...

There are three ways to associate a subscription with an account: Outseta's sign-up embed Manually subscribing the account from within Outseta Manually subscribing the account from within Stripe ...

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 > PRODUCTS and click 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...

Outseta allows you to use Stripe Tax to automatically collect tax from customers no matter where you sell your products and services. When you login to Stripe, make sure that you've selected the St...

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

Editable quantity pricing gives the customer an input box at checkout where they can elect to purchase "X" number of "units" of something. This pricing model can be used both for one-time and recur...

This guide covers everything you need to know about subscription changes in Outseta. This includes: How you can change a customer's subscription How a customer can change their own subscription Ho...

If you are migrating your business to Outseta from other subscription or membership management tools, you can easily import your existing subscribers into Outseta. Best of all, if you're migrating ...