Free
UChat Official
Introduction
In this comprehensive guide, we will walk through the process of configuring internal billing for your subscription plans using a platform that integrates with Stripe.
This setup allows you to manage billing seamlessly within your system, either by handling payments through Stripe or redirecting users to your custom checkout pages.
The instructions are tailored for users aiming to implement internal billing and ensure their subscription plans are correctly linked and functional.
Step-by-Step Setup of Internal Billing
1. Accessing Partner Settings
Navigate to your platform's partner settings section.
Locate the bidding tab—this is where billing options are configured.
Important: You can choose either:
Internal Billing (using Stripe, with automation handled by the platform), or
Billing URL (redirects users to your custom checkout page).
Note: You cannot select both options simultaneously. Ensure you pick the one that aligns with your billing strategy.
2. Selecting Internal Billing
In this tutorial, select "Internal Billing".
Once selected:
The billing URL field will be ignored.
The platform will manage all billing automations via Stripe.
Click Save to confirm your choice.
3. Connecting Subscription Products
The platform assumes you have created subscription products in your Stripe account.
Navigate to the Plans and Features section.
Here, you will connect your Stripe products to your platform's plans.
Step | Action | Details |
|---|---|---|
1 | Go to Plans & Features | Access the section where plans are managed |
2 | Select a plan | For example, the Business Plan at $49/month |
3 | Link Stripe product | Use the dropdown to see your Stripe subscription products |
4 | Choose the correct product | For example, the Business Plan product |
5 | Set billing method | Select Internal Billing (not templates) |
6 | Save | Confirm the connection |
Tip: When connecting plans, ensure you select "Internal Billing" to prevent overwriting existing workspace templates.
4. Managing Multiple Plans
Repeat the process for each plan:
Pro Plan at $99/month
Expert Plan at $199/month
For each:
Delete any pre-existing configurations if necessary.
Select the corresponding Stripe product.
Choose Internal Billing.
Click Add and then Save.
5. Confirmations and Final Checks
After configuring all plans:
Verify that each plan is correctly linked to its Stripe product.
Ensure "Internal Billing" is selected for all.
Confirm that all changes are saved.
Tip: Refresh the page if needed to see the latest updates.
Next Steps and Testing
With the setup complete, your subscription plans are now configured for internal billing.
In the next tutorial, you'll learn how to test the billing process to ensure everything functions smoothly.
Proper testing involves simulating user subscriptions, verifying payment flows, and confirming plan upgrades/downgrades.
Summary Table: Key Actions for Internal Billing Setup
Step | Action | Details | Notes |
|---|---|---|---|
1 | Access partner settings | Navigate to partner settings > bidding tab | Ensure you are in the correct section |
2 | Select billing method | Choose Internal Billing | Cannot select both options |
3 | Save settings | Confirm your choice | Click Save |
4 | Connect Stripe products | Link each plan to Stripe subscription | Use dropdown menu |
5 | Choose billing type | Select Internal Billing for each plan | Prevent template overwrites |
6 | Save each plan | Confirm connections | Click Add then Save |
7 | Verify setup | Refresh and check all plans | Confirm correct links |
Additional Tips
Ensure Stripe products are properly created before linking.
Avoid selecting templates during this process to prevent overwriting existing workspaces.
Document your plan IDs and Stripe product IDs for troubleshooting.
Test each plan after setup to verify billing flows.
Final Thoughts
Configuring internal billing streamlines your subscription management, providing a seamless experience for your users and simplifying administrative tasks. By following these steps, you ensure your plans are correctly linked and ready for deployment. Remember, proper testing is crucial to confirm that billing processes work as intended.