Configure payment settings for packages
If you have setup your pricing packages, you can start configuring your payment settings. Keep in mind that it is only possible to pay with Stripe at the moment.
ONLY POSSIBLE IF PRICING PACKAGES ARE ALREADY CONFIGURED.
Navigate to your payment settings in your dashboard. Click on 'subaccounts' (1) , 'payment settings' (2) and finally on 'connect with Stripe' (3).
You are redirected to your Stripe Payment zone. Sign in if you already have an account. Create one if you don't have an account yet.
Enter your email address and password.
Phone number verification
Enter your phone number and enter the security code you have received. If successful, a unique 16 digit code appears. Copy the code and store it somewhere safe. This is the code you'll need to use to retrieve your account if it ever gets locked.
Complete your account's data such as address and specify your business type and other relevant details.
Payments are crucial. Fill out your details very carefully and be as detailed as possible.
Transfer packages
If you have successfully created and connected your Stripe account with Coupontools, you can now transfer your existing pricing packages into Stripe to allow your subaccounts to purchase the package.
1) Transfer all your configured packages to Stripe at once.
2) Transfer a specific package into Stripe.
3) An already transferred package has a 'connected' label.
4) Only VISIBLE package can be purchased by subaccounts.
5) Customize the text displayed on the 'Buy Now Page' in Stripe.
6) Text you enter in the description zone is previewed here. Same approach for your Terms & Conditions. Those are displayed right below the description text on the buy now page in Stripe.
Monitor your packages and payments at your 'Products' in Stripe.
ONCE A PACKAGE IS CONNECTED, YOU CAN'T DISCONNECT IT. IF YOU DON'T WANT TO USE THE PACKAGE ANYMORE, YOU SHOULD MAKE IT INVISIBLE FOR YOU SUBACCOUNTS.
IF YOU TO PROVIDE A DISCOUNT FOR A CUSTOMER, YOU NEED TO CONFIGURE THE DISCOUNT IN STRIPE.
ONLY POSSIBLE IF PRICING PACKAGES ARE ALREADY CONFIGURED.
The setup:
Navigate to your payment settings in your dashboard. Click on 'subaccounts' (1) , 'payment settings' (2) and finally on 'connect with Stripe' (3).
You are redirected to your Stripe Payment zone. Sign in if you already have an account. Create one if you don't have an account yet.
Enter your email address and password.
Phone number verification
Enter your phone number and enter the security code you have received. If successful, a unique 16 digit code appears. Copy the code and store it somewhere safe. This is the code you'll need to use to retrieve your account if it ever gets locked.
Complete your account's data such as address and specify your business type and other relevant details.
Payments are crucial. Fill out your details very carefully and be as detailed as possible.
Transfer packages
If you have successfully created and connected your Stripe account with Coupontools, you can now transfer your existing pricing packages into Stripe to allow your subaccounts to purchase the package.
1) Transfer all your configured packages to Stripe at once.
2) Transfer a specific package into Stripe.
3) An already transferred package has a 'connected' label.
4) Only VISIBLE package can be purchased by subaccounts.
5) Customize the text displayed on the 'Buy Now Page' in Stripe.
6) Text you enter in the description zone is previewed here. Same approach for your Terms & Conditions. Those are displayed right below the description text on the buy now page in Stripe.
Monitor your packages and payments at your 'Products' in Stripe.
ONCE A PACKAGE IS CONNECTED, YOU CAN'T DISCONNECT IT. IF YOU DON'T WANT TO USE THE PACKAGE ANYMORE, YOU SHOULD MAKE IT INVISIBLE FOR YOU SUBACCOUNTS.
IF YOU TO PROVIDE A DISCOUNT FOR A CUSTOMER, YOU NEED TO CONFIGURE THE DISCOUNT IN STRIPE.
Updated on: 13/09/2023
Thank you!