Plans and finance

1Step 1 of 6

1. Billing › Plans: each plan with its price, subscribers and limits: products, channels, AI posts, contacts, storage, owners.

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2Step 2 of 6

1. Create the price in Stripe first, then paste its ID here.
2. Set the monthly price, status, weight and the limits; -1 means unlimited.

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3Step 3 of 6

1. Billing › Promo codes: each code with its type, value, plans, uses and validity.

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4Step 4 of 6

1. Code, percentage or fixed amount, start and end date, maximum uses and the plans it applies to.

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5Step 5 of 6

1. Billing › Finance: MRR, ARR, paid subscriptions, failed payments and refunds pending.
2. Revenue by plan and recent transactions; Export.

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6Step 6 of 6

1. A refund is requested from a transaction with an amount and a reason.
2. It waits on Finance until a host admin refunds it in Stripe or rejects it.

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