Setup overview

Billing is big step for a business, so it’s a good idea to review the process before you start.

Overview of billing setup

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1. Set up billing roles and permissions (B2B)
2. Connect to Stripe and set billing policies 3 Set currency - you can’t change this once your first plan is published
3. Build plans
4. Publish plans
5. Enable subscription self-serve (optional)
   1. Create a plan selector
   2. Enable self-serve portal
6. Update your code and registration URLs
7. Test the setup and get your first subscriber!

⚠️ Test in a non-production environment

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If you are using billing for the first time, make sure you use a Kinde non-production environment to test out the billing features.

When you use a non-production environment, Stripe automatically creates a test Stripe environment. This test environment allows you to create customers and billing subscriptions without actually charging customers. You can also use Stripe’s test credit card details.

When using a Kinde test environment and a test Stripe account, you will not incur any billing-related fees from Stripe or Kinde.

Watch a video about creating and publishing plans, and building pricing tables

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Tip: Before setting up billing

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• Make a list of all your app’s features - with names, descriptions, prices, metered rates, limits, inclusions, etc. You might consider doing this in a spreadsheet to make it easier and faster to add features in the Kinde plan builder. Include plan variations for prices, limits, etc.

  

• (B2B) make sure your Kinde business is set up to create an organization on sign up.

Follow the numbered steps in this section to set up billing in your business.