A 3-step guide to setting up your billing & invoices

Our billing and invoices feature allows you to charge your customers for your product directly through your white label system. All payments are taken securely and efficiently through Stripe, so you can track all your subscriptions from your account and customise how you want to bill your clients to suit your business preferences.

 

What is Stripe?

Stripe is a business management software designed to help SaaS companies and financial services securely accept and process payments.

To find out more visit their website.

 

 

Why Stripe?

Integrating Stripe into your white label systems provides efficiency, customisability and security for all your subscriptions.

You can tailor your plans to suit your business needs, including recurring charges, tiered pricing, promotions and trial periods. It even allows to you to customise the billing frequency, be it monthly or yearly (or both!).

Stripe also enables you to create, customise and send automated invoices quickly and conveniently and will securely accept payments in 135+ currencies, which will be deposited directly into your chosen bank account.

Now you know the why, here’s the how…

 

#1 – Create a Stripe account

If you’ve already got an active Stripe account, you can ignore this step and move straight to #2!

To set up a Stripe account, all you need to do is go to the register page and fill the form in with your email, name and create a password. There’ll be no fees at this stage, Stripe is completely free to have – you’ll only be charged fees once you start taking payments. For more details, check out the pricing page.

Once you’re signed in, you’ll need to activate your account. Select Activate your account from the left-hand side menu and fill in the forms with your business info.

 

 

At this stage, you’ll also be asked to provide statement information. Consider how you want your charges to appear on your customer statements, so that they’re clearly recognisable.

Once you’ve completed all the forms to activate your account, you’ll be all set up and ready to move onto step #2.

 

#2 – Decide on your pricing plans and billing frequency

Before we connect your Stripe account to your white label system, you’ll need to plan your billing structure and pricing tiers for your end users. Do you want to introduce any free trials or coupons as part of your offering? And are you going to bill in monthly or yearly subscriptions, or provide the option for both?

If you want to provide different subscriptions based on access to certain features or number of team members, think about how you want to differentiate them and what their price points will be. Our pricing page shows the different plans we offer our Business customers, if you need some guidance.

 

#3 – Get in touch a member of our team

When you’ve decided on a plan for how you’re going to structure your billing and tier your subscriptions, get in touch with us via our contact page or send us an email directly to support@cosend.io. We’ll arrange a call with you to connect your Stripe account with your white label system, and show you how your invoicing and billing will work.

It’s as simple as that!

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