Set up billing
The order to set up billing in, from your Stripe keys to the first test subscription, with a step-by-step guide for each part.
Billing works once five things are in place, in this order: your Stripe account is connected, your currencies and products exist, a plan has a published version, a pricing group puts it on your pricing page, and a test checkout goes through. Each part needs the one before it: the Billing menu offers plans only once Stripe is connected, and a plan version can be created only once your organization has a billing currency.
| Step | Guide |
|---|---|
| 1. Connect your Stripe account | Connect Stripe |
| 2. Currencies, categories, products | Currencies and products |
| 3. A plan and its first version | Your first plan |
| 4. A pricing group for your pricing page | Your pricing group |
| 5. A test subscription | Your first test subscription |
Use Stripe's test mode for all of it: checkouts take Stripe's test cards, and no money moves.