Stripe Subscriptions & Billing Plans - Recurring Payments with Stripe Subscription Tutorial

#StripeDashboardSubscription #StripeBillingPlans #StripeSubscription
How to use the Stripe Recurring Billing function within the Stripe Dashboard. Set up a billing plan recurring billing to charge your customers.
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Reference #1: Billing software to connect to Stripe Account:
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►►Stripe Payment Links for “choose what customers pay” (part 1):◄◄
• Stripe Payment Links p...
►►Stripe Payment Links for “Products & Subscriptions” (part 2):◄◄
• Stripe Payment Links p...
►►Stripe Dashboard Payments App - Virtual Terminal:◄◄
• Stripe Dashboard App &...
►►Stripe Dashboard Invoice - How to invoice:◄◄
• Stripe Invoice Example...
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If you have a product or service that you charge your customers for on a regular payment interval, that can be set up with stripe through the billing plan feature also known as Subscriptions. .
let’s take a look at how Stripe Subscriptions work.
First off, you’re initiating recurring billing plans to your customers, a system that properly stores and encrypts credit cards is VERY important and since Stripe is a level 1 PCI compliant payment provider, this is a pretty good option for you if you’re wanting to use payment plans and subscription billing.
As noted on their website, stripe allows you to integrate with a 3rd party software to create custom recurring billing options, but in this stripe tutorial we’ll focus on the recurring billing options from within the Stripe Dashboard inside of your account.
Once you’re logged in, Locate the CREATE button right in the main menu at the top and if you click for the dropdown menu, you’ll see the SUBSCRIPTION option.
You can click on it with your mouse or you can use the HotKeys “C” and “S” in order to automatically launch the subscription page.
The first field is to find an existing customer, or add a new one. If you add a new customer, a lightbox pops up and you can add account details for the customer in question.
If you want to bill a customer that’s already saved in your Stripe account, just click the dropdown to select.
Pricing
You’ll add new pricing for your product or service and again if you’re adding new, you’ll be able to add all pertinent details in the lightbox that pops up.
If you’re billing for a product or service that you’ve already added as a product you can just click and select the product… and if you want to add more than one item to the billing plan just click “ADD PRODUCT” and repeat the process again.
Subscription schedule
Choose the start date and end date for the billing cycle in the next section and you can even choose “Free Trial” days if you want.
As you build the billing plan, you’ll notice that it updates on the SUMMARY section on this side of the page showing you what you have selected for your customer at hand.
Payment Method
Next IF you have selected a customer that has a saved card on their profile, this radio button will auto select to charge the credit card that is already on file with you in your Stripe account and you can move on to the next section.
IF however, you have a customer selected that does NOT have a card on file with you, you have this “Add a payment method” button that will allow you to enter the credit card details for this customer.

[@DiegoHernandez-q1d]

Thanks now I can grow bigger with business

[@beebeats8194]

Can you create a subscription without putting a customer in? I want to create a subscription as a product but with phases. Is that possible?

[@trevormarks8801]

I would like to know also

[@subscribieuk]

What do you mean by "with phases", can you provide an example of what you mean?

[@beebeats8194]

@subscribieuk for example charge $295 initially, then in 2 months charge $79 per month until the client cancels

[@subscribieuk]

Hi ​@@beebeats8194 I recorded a video showing exactly how to charge in phases "Sell a subscription plan which has phased charges" take a look :)

[@taseerjones]

@@beebeats8194did you ever figure out how to do this? I’m looking to know how as well.

[@ronitkonwar9177]

Great video. It’s October. 22nd and waved to see if there’s someone to talk to or be connected to directly for help in our medical practice with stripe set up prior to going LIVE!

[@jo69123]

I’m selling a monthly subscription, how can I set up an “upsell” as an “add-on" or “optional” secondary subscription, to new customers, that aren't in my client dashboard yet?

[@MightyMouseNZ]

Will the Google pay and Apple pay options be available if turned on?

[@portfedh]

Thanks for this! Once someone has issued a payment/suscription, does stripe provide some payment id or similar that can be used to automatically set a user status to subscribed/paid?

[@jeffreybuoncristiano]

so what i don't get is how do i get one link on my landing page that sends a new customer (that i don't have their information already) to sign up for subscription plan, Why do i have to already have the customers information? i want one link that signs up a client to a subscription, then zapier to unlock that which i'm selling.

[@russianforbeginners9699]

Hi, this is exactly what I'm trying to do. Did you manage to find a solution?

[@jeffreybuoncristiano]

@@russianforbeginners9699 Hey, not really, i ended up abandoning stripe for reasons like this. i now just use convertkit for VERY user friendly everything. for this particular thing, i used convert kit product page/landing page. and then i could do everything with easy from zapier after that would be specific extras.

[@margostebbing4532]

This

[@7fold_design]

The best flow I've been able to imagine (also heavily relying on Zapier to triage) is to set expectations for the payment plan on your website as simple text. Then use a 1-time Payment Link through Stripe to handle the initial customer intake and set that as the first payment in your payment plan. In my case it's a "Pay in 4" so payment 1 of 4 is handled with the turn key Stripe Payment Link page. Once complete, I use Zapier to handle adding the customer to my CRM and Enroll in course but also simultaneously create a "Customer" in Stripe and enroll them in a Subscription that is set to start +1 mo after the initial payment is received. The only downside is the first transaction using Payment Links labels my customers as a "Guest" rather than "Customer" and so doesn't accurately reflect the lifetime value rolled up cleanly from Stripe's dashboard. Moving forward, they are in the system for future transactions. The only other downside I haven't gotten to the bottom of is if selecting "Automatically Charge Payment Method on File" will generate an invoice for them to fulfill on the initial order if they are a new, first time customer. That's where I've gotten stuck but trying to avoid fancy 3rd party integrations that will no doubt have yet another Saas fee for the "convenience". Did you end up finding a solution with your Zapier automations? I noticed Zapier now has Stripe and Stripe (Legacy) integrations with the "Stripe" integration having options to create invoices. Only problem I've found so far is it just generates a 'draft' invoice but someone still has to go into the Stripe backend and manage issuing them to customers.

[@shanejack__Gaming]

@@russianforbeginners9699 did u ever figure this out

[@StephanieVaranay]

Can you create both a subscription plan and one-time purchase plans in stripe? For example - if a customer who has a subscription plan of 20 credits a month needs 5 more credits that month, can they have the option to do a quick one-time buy? I've seen a few products that let you do this, classpass is one of them.

[@noahrosenblatt6140]

How do you setup recurring subscription invoice that bills quarterly?

[@theblackwidow75]

How can we start to set up the billing from the tenants payments.

[@HisLoveArmy]

Is there a way to turn off the invoice email that is sent to them and have them only get a "receipt" ?

[@LordYodel]

I can't create a new subscription without adding a customer? I don't have a customer yet, but need to create the subscription plan. How to proceed with that?

[@briskettaco]

Create it as a recurring product.

[@watercobragaming]

@@briskettacoit asks for a customer at the top how can you get around that

[@connorbrowndrumming]

what would be the best way to use stripe for collecting subscription payments for a musician agency?

[@Vince_Roy999]

thanks! really helpful🙌

[@Bancardsales]

Glad it helped!

[@Viralvoyage0]

Set your payment preferences, and we'll take care of the rest. Does this mean that stripe will send automaticlt every month the invoice to the costumer?

[@JNGLSOUL]

Thank you so much! I am realizing that Stripe does not support subscriptions that can be activated at any time. So there is no set start and end date but instead it bills 12 times. Do you have a suggestion on another software or add on I could be using? I am using this to bill clients for my life coaching program. Thank you so much!!

[@akaterinechatzigeorgiou-fe5534]

Same boat here

[@nataliegensits-copywriter]

Oh wow. I assumed they allow you too. This is exactly what I'm looking to do with my wellness coaches and copywriting membership!

[@nataliegensits-copywriter]

This video helps set it up but I'm not sure how to have my CRM ActiveCampaign identify which product is being purchased so it will trigger the right automation and delivery. kzbin.info/www/bejne/f5nCaJysmbN7sNU

[@dipsisland]

Can the customers input there own CC on the page? For example, can I have a HTML code or a link to put on my website so they can enter in their details?

[@Bancardsales]

Yes you can embed code. And if you know how to code and program, you can do pretty much anything.

[@gilalan150]

My question is how do you create payment plans with links not specific to single customers - Like offering a workshop that provides people a 1-pay , 3-pay, or 5-pay payment plans fo r anyone that chooses to buy?

[@adambecker9510]

I want to know that answer to this as well. Did you find out how to do 3-pay 5-pay?

[@gilalan150]

@@adambecker9510 As far as I can tell so far.... you can only created limited payment plans for individual customers, you have to list the customers first into the stripe system - but I dont think you can create a payment link that anyone can use that is for limited payments - sorry

[@JoyfulSoundMusicPublishing]

Hi, I am a piano teacher. I want to set up an auto payment for all my students. I know how to do the recurring payment. I do have a question. My studio is charging the monthly flat fee. For the exiting students, I will just using the recurring payments. But for the new sign up students, I am bump into some problems. Some students are coming on the 2nd week or 3rd week. So, how will I set up the recurring payment. I'd like to charge them on the 1st of each month. For their first month, it would be pro-rated. How would I set it up? Thank you for your help.

[@nipapage]

How can you change the "Next invoice date" of a stripe monthly subscription ? A customer wants his next delivery a week earlier but from then on to maintain a normal monthly schedule. Thank you.

[@thecheons6392]

how do we create a subscription billing plan using a customer platform in which they enter a bank account (not a card) as their payment method?

[@vbyrntliving]

Hello, what if you want to set up a subscription but people have to sign up and pay at time of sign up and these are new customers ? Thank you

[@azunae1166]

How does one do a bi-weekly subscription? And what is a forever subscription?

[@LamaMarpa]

Question from me is whether Stripe charges anything extra for subscriptions - other than the standard fee they do in case of invoices?

[@soyeljefe8502]

Yes you're looking at 0.5% to 0.8% (based on features) for Stripe Billing on top of the transaction fees.

[@DarleneGreer]

Can you tell me if I can split a payment regarding strip and recurring payments?

[@SavingwithSix]

I charge customers based on hours they use and want to implement a reoccurring charge once the hours have been exhausted. Is this something that can be done through Stripe?

[@technewrkg3925]

where you created plans here? you created products and subscriptions?

[@MarkZadel]

What if you had a travel website, the website charged a fixed monthly fee to host the tour company service/tours. But when a customer purchases a tour from the website the provider needs to be paid also , how is that done. Does strip allow recurring monthly payment from the tour provider and also revenue sharing to the tour provider after a tour is purchased ?

[@MightyMouseNZ]

I want to use stripe to process magazine subscription purchases and then transfer the data to airtable. I think this is all doable.

[@jordishifter]

Is there a way for me to create a subscription and not have to manually load each client? Like they go into a landing page with payment option (for example a clickfunnels page) and they pay over there and the subscription auto activates for the period I selected. My specific example: I have a monthly subscription paid community. I would like my customers to be able to pay on a landing page and get the subscription activated for the next 30 days from the payment day. But I don’t want to load anything manually. When they purchase they get the link to the community in the thank you page and they will be billed till cancelled.

[@maialso6096]

Have you figured this out? I found that you can create a payment link but I don't think you can add a period..

[@MaleChild333]

I need the answer wiht this too

[@maialso6096]

@@MaleChild333 I think there is no answer, and maybe use other payment gate than stripe because I heard a lot of negative reviews recently and my friend also had bad experience...🙃..he is not even able to get his account back when he searched on twitter he found a lot of people having similar problem..

[@Foco3018]

I’m using this feature to bill personal training clients weekly and my first payment was successful. Stripe has my second payment pending because it says I have to verify my website. Is that normal?

[@dsfrhgdhdesrh]

A customer of mine says he doesn't receive monthly receipts. I thought Stripe did this automatically or do I have to turn something on for him?

[@LatinoWebStudio]

How can I create a subscription without having to add the customer right away? I want to send it in a link.

[@BubblegumSoup]

Citadel Morning News, news about the citadel in the morning. Pretty self explanatory

[@mekiawilliams6016]

Thank you new subscriber here😊 you got straight to the point 🎉🎉

[@Bancardsales]

Thank you Mekia! Much appreciated and thanks for watching !

[@loglife3545]

How do I get initial payment for starting subscription

[@annbanos304]

Is there a way to set up recurring monthly payment and the system automatically sends out an invoice at the time it is paid to let the subscriber know that it's been paid and they have a paid invoice receipt?

[@Bancardsales]

Ann, sorry I missed this comment until now. Yes there's ways to do that. It depends on the software you're using but there are a number of gateways and CRMs that will allow you to do that. If you want to chat about it schedule with me here: Www.bancardsales.com/call/Brian

[@cameronmontgomery9052]

If I want to set the payment date to be due 3 days after the invoice is created how do I do that?

[@namal786]

I have some subscribers, want to update their Cards on file. How to send them a link, by using they can update their existing card on file?

[@oxfordshiremusicschool6033]

Hi, I want customers to be able to sign up to a subscription themselves - It will start charging Novemeber 1st for 7 months. I cannot see how to do this with no customer data yet. I need them to be able to do this themseleves. Thanks

[@Bancardsales]

Watch the Payment Links videos to accomplish that. kzbin.info/www/bejne/jZvXd2qNZqisoNE Once you have your product/subscription is set up you can create a payment link and send it to your customer to pay and start the subscription automatically.

[@oxfordshiremusicschool6033]

@@Bancardsales Hi, Thanks for getting back to me, payment links are set up for a product which can be charged monthly however if you want a customer to sign up to a subscription that would not start straight away and only last a certain amount of time , how would I go about doing this? Thanks

[@maialso6096]

​@@oxfordshiremusicschool6033 have you found any solutions?

[@keithrandrade]

What about for new customers who are clicking the link for the first time??

[@dr.ishraqalmoua]

When I added a new customer it asks about the customer's card details..but how am I suppose to enter the card number??? It's private information.

[@blackheart9068]

So how do I create different pricing plans that my customers can subscribe to.

[@kenanczrewicz635]

How would you create a Wordpress Checkout page for a service that offers a 1-pay, 3-pay, and 6-pay options?

[@Bancardsales]

Ken, You can do this 2 ways. It depends on whether you want the integrated option or if you're okay doing it with links outside of the integrated solution. #1: Integrated solution: connect woocommerce and connect Stripe. Then you'd need to subscribe to a payment page plugin through a premium (paid) theme or Plugin that allows you to build payment pages with recurring billing. #2: Stand-alone solution: Create the 1-pay, 3-pay and 6-pay payment pages (i.e. links) with your subscriptions and build a payment page on your wordpress site (doesn't have to be with woocommerce) and simply plug and play the hyperlinks that direct your buyer to the appropriate page. I'll do a video on this in the near future because I get this type of question a lot. -Brian

[@alphaindustrialsupply]

Do you store the credit card data, and process payments?

[@rimaben2120]

stripe does that for u in its servers, the credit card infos are not shared with the developer, directly from the checkout page to the stripe servers, but for the payments, invoices infos u can store them in ur database

[@RyanNettle]

I'm so confused, i have my customers email, i set up a subscription with my product, but my customer has not received any email and suddenly stripe keeps saying "Incomplete- customer has not attempted to pay" but they can't becasue they haven't had an email?? It keeps refreshing and trying to take money from a card that's not there. How can i get my customer to sign up. I thought it would automatically send them an invoice straight away, then they're signed up to the subscription?

[@RyanNettle]

Delving into the subscriptions, it looks like the invoices were created (after an hour), yet never gets emailed to your customers, you have to go in and copy the payment link and send it to them, pretty annoying!

[@susanbaker1622]

I want to add my product link to my website for options of 9 and 12 monthly payments. The product does not allow this with an end after 9/12 cycles. I can do a subscription but I have to do this for a customer I already have. What if you advertise a product for 9 months and 100 people sign up? You then have to manually end all the clients subs after 9 months? This seems insane. How do people sell a 9 month plan to new people they can sign upto and it ends automatically after 9 payments?

[@maialso6096]

This really seems insane!!!😭😭

[@zakiyarobinson6155]

How much is it for you to use

[@ekimeiichi8849]

We created a subscription product directly from Stripe. It's a 6-month payment plan. Upon reaching the 6th-month payment, it had deductions. Stripe said that it was due to proration. They said that we should have canceled the subscription before it reached the 6th-month payment to avoid the prorated amount. What does that mean? Does it mean that if we create a 6 monthly subscription, we will need to stop it on the 5th month? Does that make sense? I really need to be enlightened about this. I want to utilize Stripe well but I also need to be clear on how things should work. I would really appreciate your help. Thank you so much in advance.

[@WhitneyDellafosse]

Same ! We're constantly having to manually cancel memberships since the first payment isn't being applied to the 6 installments. It's been a nightmare. Members are being charged thousands and we have to refund and apologize.

[@mich4350]

@@WhitneyDellafosse Wow! I thought this was only our issue. So is that your solution to this problem? Did you contact Stipe and was it their suggestion to you also?

[@niamhburkenutrition6623]

@@WhitneyDellafosse would it solve anything if you configured a 5 month payment plan if you need 6?

[@WhitneyDellafosse]

​@@mich4350 since the first payment doesn't apply to the subscription, I suggest setting up 5 cycles instead of 6. It's honestly such a nightmare. I would like a better resolution to be honest.

[@WhitneyDellafosse]

@@niamhburkenutrition6623 Yes that's what we've been doing, but it sucks because we had to retroactively do this for hundreds of subscriptions. It's a high ticket subscription so imagine our refund balance. Imagine overcharging clients thousands of dollars. it's caused so much distrust.

[@rhyno9798]

Welp, no need for me to even continue watching. Thanks comment section

[@tea_developer]

🙃

[@digitalcreativestudio9202]

How do you set up a billing subscription for the 15th and the 30th of each month? Can it be done? Thanks

[@aura_daddy]

custom settings. can do every 2 weeks

[@emotionallyhealthylegacy]

Can stripe create a payment plan link? For ex: If I have a client who wants a 6 month payment plan, is there way for me to create a link that is saved and I can send to anyone at anytime and it will automatically take the info and do 6 month payment plan without me adding a new customer each time? I just want to automate this process.

[@Bancardsales]

Yes you can do that. Just create the link and attach the product (i.e. the subscription) and you'll be able to send that link out to anyone.

[@susanbaker1622]

@@Bancardsales Hi, but to create a subscription it says I need to link this to a customer. I want to send out a 6 cycle monthly product to start and end after 6 cycles. I want to put this on my website and let people automatically sign up to it without me manually having to put an end date or cancel it

[@MaleChild333]

@@susanbaker1622this is my question also

[@lataradragoo6085]

I was trying to figure out how to set up a subscription for my clickfunnels integration. No customer name. It wont let me create it...

[@angiemon897]

Why is my create test subscription button greyed out :(((((

[@ABUTAHER-wg7gz]

Hello, An example form any where subscribe for a product by stripe (Recurring) 100$, before subscribe card balance was 110$ , remaining 10 dollar, i dont recharge card for the next month Q1. What will be stripe behave after expire 100$ expiry for one month? (becouse after 1 month expire can not get 100$ for recurring for the next month) Q2. subsctiption date (2023-01-01) expire 2023-01-30 present card balance 10$.next card recharge Date of 2303-02-15 in that time what is my subscription position (subs auto recurring or again should be subscribe for this product)

[@jennyprovencal83]

Hello I have 2 sales reps that will sell a online marketing service. The minimum recurrent payment will be 6 months. Is it possible to have a template of that payment link and only change the name for reps to send the link easily. Thanks

[@avakin_natashaaa]

Hi! Can you help me on how to change something in Stripe Right now if a payment is declined for any reason, stripe is set up to automatically recharge the card. I want to remove this feature and turn off whatever automatic recharge is set up.

[@uyk1823]

Hey is this also possible if i live in germany

[@Bancardsales]

How are you using recurring payments in your business? let me know in the comments below.

[@sahilnawab-hh2se]

Doesn’t work in India?