Create A Recurring Subscription
Setting Up A Stripe Subscription Product
This article will teach you how to set up a subscription product in Stripe. After reading this, you'll be able to sell that Stripe subscription product or payment plan to your UpScale clients.
Why you would need this
If you are using Stripe as your payment gateway and wish to set up a subscription product or payment plan for your clients in UpScale, you will need to follow this setup.
Step 1 Create Your Subscription Plan In Stripe
- Log into your Stripe Dashboard
- Click "Billing" in your left menu bar.
- Select "Products"
- In the top right, click "New" to add your new plan.
- Enter a Product Name (This will be used in your Stripe Dashboard and on customers' receipts or invoices.)
- Enter a Unit Label (This will appear on the customer's receipts and invoices)
- Enter a Statement Descriptor (This will appear on a customers' bank statements, so make sure it's clearly recognizable.)
- Click on Create Product.
- Enter a Plan Nickname (This won't be visible to customers, but will help you find this plan in your Stripe Dashboard)
- Enter your Plan ID (This can be used to identify this plan in the API. We recommend you assign one for Step Two to work properly.)
- Select your Currency (This can't be changed after you save this pricing plan.)
- Enter your Price Per Unit (This can't be changed after you save this pricing plan.)
- Select your Interval of billing (This can't be changed after you save this pricing plan.)
- Enter the Trial Period (optional)
- Click Add Pricing Plan.
Step 2 Create Your Test Subscription Plan In Stripe
- Click on the toggle for View Test Data.
- Click on "Billing."
- Click on "Products."
- Click on "New."
- Repeat the process outlined in Step One to create an Identical Test Plan.
Step 3 Sending Your Subscription Product
- We recommend sending your clients a subscription payment form on the second month of their work with your agency, NOT right away.
- Click "Subscriptions"
- Click "New +"
- Click "Select A Customer" and choose your customer or add their information
- Click "Add A Product" and choose your product
- Click "Start Subscription in the bottom right
You've done it! If you have any questions we're here to help! Support is always happy to help with code or any questions you have. Search our documentation, contact support, or connect with our sales team.
Email Support: Support@upscale.one
Website Support Center: support.upscale.one
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