Configurations
This page contains the information about Configuration page.
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This page contains the information about Configuration page.
Last updated
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The Configuration section in the Partner Panel enables you to manage key aspects of subscription management, including Invoice details, Taxes details, Currency and payment reminders, and Customer pricing page configurations. Below is a step-by-step guide for each subsection:
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).
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.
This subsection enables you to add tax details applicable to your products or services.
Steps to Add Taxes:
Click the Add Tax button.
Provide a name for the tax (e.g., VAT, GST).
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).
Enter the tax amount.
Specify whether the tax is applicable on exports.
Click the Save icon to add the tax details.
This section helps you configure the currencies and payment methods you will use with your clients.
Currency Setup:
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.
Choose a default currency to display to customers.
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.
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.
This subsection allows you to customize the pricing page that customers view. You can configure recommended plans, discounts, and plan-specific features.
Recommended Plan:
Select a plan from your created plans to mark it as recommended.
This plan will be labeled as "Recommended" on the pricing page.
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").
Pricing Details URL:
Add a button labeled "View Detailed Pricing," with a URL redirecting customers to a detailed pricing page.
Plan Features:
Choose a plan from the dropdown.
Add a tagline to display under the plan name.
List up to 10 features for the plan.
Enterprise Plans:
Name the custom plan (e.g., "Enterprise Plan").
Instead of a price, display a "Contact Us" message.
Add up to 10 features for the plan.
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.
