# Configurations

### **Partner Panel Subscription Management: Configuration Section**

The **Configuration** section in the Partner Panel enables you to manage key aspects of subscription management, including **Invoice** **details**, T**axes** **details**, C**urrency** **and** **payment** **reminders**, and C**ustomer pricing page** configurations. Below is a step-by-step guide for each subsection:

<figure><img src="/files/Sg7CwJdlTwO1lnJzSlc8" alt=""><figcaption><p>Configurations</p></figcaption></figure>

#### 1. **Invoice Details**

When a user purchases a plan, an invoice is automatically generated. This section allows you to set up your company details, which will be displayed on the invoice. Follow these steps:

**Company Details:**

* **Company Name**: Enter the name of your company.
* **Address**: Provide a detailed address, including street name, county, city, state, and postal code.
* **Contact Information**:
  * Phone Number
  * Contact Email
* **Tax Identification Numbers**:
  * Unique Tax ID (required during company registration).
  * GST Number (if applicable).
* **Supply Details**:
  * Country of Supply
  * City of Supply (primary location for services).

<figure><img src="/files/OVnNaFyIX0xKl4PTSwcm" alt=""><figcaption></figcaption></figure>

**Logo:**

* Upload your company logo to be displayed on the invoice.

**Bank Details:**

* Enter bank account details to show in the invoice’s payment section.

**Terms and Conditions:**

* Add terms and conditions for using your products or services.

**Disclaimer:**

* Provide a disclaimer about your product or service usage.

Once all fields are filled, click the **Update** button to save your invoice configuration.

#### 2. **Taxes**

This subsection enables you to add tax details applicable to your products or services.

<figure><img src="/files/qjlMZXrNr4VfinXQ3xor" alt=""><figcaption></figcaption></figure>

**Steps to Add Taxes:**

1. Click the **Add Tax** button.
2. Provide a name for the tax (e.g., VAT, GST).
3. Select the type of tax:
   * **Percentage**: The tax amount is calculated as a percentage of the invoice total (e.g., 18% GST on $12,000).
   * **Flat**: A fixed amount irrespective of the total (e.g., $8,000).
4. Enter the tax amount.
5. Specify whether the tax is applicable on exports.
6. Click the **Save** icon to add the tax details.

***

#### 3. **Currency and Payment Reminders**

This section helps you configure the currencies and payment methods you will use with your clients.

**Currency Setup:**

1. Select the currencies you want to deal with from the dropdown (multiple selections allowed).
   * **Note**: This can only be set during the initial setup and cannot be edited later.
2. Choose a **default currency** to display to customers.

<figure><img src="/files/P34V6dnjXOdphFMRQyjO" alt=""><figcaption></figcaption></figure>

**Grace Period:**

* Set a grace period for subscription renewal. This is the number of extra days a user gets to renew their subscription after it has expired.

<figure><img src="/files/6qE8fDtF7Kyd4Tnd2j2e" alt=""><figcaption></figcaption></figure>

**Payment Methods:**

* Assign payment methods for each currency. For example:
  * Use Stripe for USD payments.
  * Use Razorpay for INR payments.

Click the **Update** button to save your currency and payment reminder settings.

***

#### 4. **Customer Pricing Page Configuration**

This subsection allows you to customize the pricing page that customers view. You can configure recommended plans, discounts, and plan-specific features.

**Recommended Plan:**

1. Select a plan from your created plans to mark it as recommended.
   * This plan will be labeled as "Recommended" on the pricing page.

<figure><img src="/files/euN94VWPjQSMWgkPZPhC" alt=""><figcaption></figcaption></figure>

**Discounts and Yearly Benefits:**

* Add text highlighting any discounts (e.g., "40% off").
* Mention yearly benefits (e.g., "3 months free with an annual subscription").

<figure><img src="/files/lzqAMhjuDT21WHtdQt4n" alt=""><figcaption></figcaption></figure>

**Pricing Details URL:**

* Add a button labeled "View Detailed Pricing," with a URL redirecting customers to a detailed pricing page.

**Plan Features:**

<figure><img src="/files/3hXvGodwthNbSkD8p0iE" alt=""><figcaption></figcaption></figure>

1. Choose a plan from the dropdown.
2. Add a tagline to display under the plan name.
3. List up to 10 features for the plan.

**Enterprise Plans:**

<figure><img src="/files/mz1OugtU4UpKpqafUv7P" alt=""><figcaption></figcaption></figure>

1. Name the custom plan (e.g., "Enterprise Plan").
2. Instead of a price, display a "Contact Us" message.
3. Add up to 10 features for the plan.
4. Include a contact link for inquiries.

Click the **Update** button to finalize your pricing page configuration.

By following these steps, you can effectively manage the Configuration section of the subscription management panel, ensuring a smooth and professional experience for your customers.

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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