Billing configuration.
Choose how businesses pay for your service and see how they manage their plans.
On this page
Choose your billing provider under Plans & billing → Billing settings. This controls payments from businesses to you.
| Mode | How it works |
|---|---|
| Manual / offline | You assign plans and invoice businesses outside the app. No provider setup is needed. |
| Stripe | Businesses subscribe through Stripe Checkout and use the Stripe portal for billing changes. |
| PayPal | Businesses approve subscriptions on PayPal and use My Plan to cancel or change plans. |
All three modes use the same plans and permissions. Set their names, prices, and included features in Plans & pricing.
For automated payments, follow Stripe setup or PayPal setup.
Manual mode (default)
Manual billing is ready to use. Create or edit a business under Partners and assign its plan. Collect payment through your usual invoicing method.
Businesses retain the access allowed by their plan and permissions. Reward Loyalty does not check payments you collect outside the app.
Where credentials live
Open Plans & billing → Billing settings → Provider credentials to save keys and webhook details. See Provider credentials for the field controls.
Enter each plan's Stripe price ID or PayPal plan ID in the Plans editor. These fields appear for your selected provider. Keep the displayed price and currency consistent with the provider's charge.
Partner billing page
Partners open Business → My plan to see their plan and compare other plans.
- Current plan shows your plan and its listed monthly price.
- Compare plans shows available plans, listed prices, and allowances. Eligible partners can choose monthly or yearly billing where configured; otherwise configured annual prices appear alongside monthly prices.
- Resource usage shows current use against plan limits.
- Plan features shows available features and which plans include locked features.
The member count is an allowance indicator. Reaching it does not block new members.
With automated billing, eligible partners can subscribe or change plans. This includes partners who registered themselves and partners with an existing provider customer or subscription. Admin-created accounts without that connection contact you for plan changes.
Stripe subscribers use Manage billing for payment methods and invoices. PayPal subscribers use the cancel and plan-change controls on this page.
Subscription state resolution
| Status | Meaning |
|---|---|
| Manual | You manage payments outside the app. Plan access remains available. |
| Legacy | No provider subscription is linked. The business keeps its assigned plan access. |
| Active | The paid subscription is active. |
| Trialing | A Stripe trial is active. Plan access remains available. |
| Past due | A payment failed. Access is restricted, including new item creation. |
| Incomplete | Payment or approval has not finished. Access is restricted. |
| Cancelled | The subscription ended. Access is restricted. |
| Suspended | The provider reports a suspended, unpaid, or unknown state. Access is restricted. |
A failed or cancelled subscription does not move the business to the free plan. The plan name and stored data remain. Resolve the subscription issue with the provider to restore paid access.
For provider-specific states, see Stripe or PayPal.
Health center
Open Health center and check Billing Provider under Services. Missing keys or webhook details appear here.
A green check confirms configuration. Complete a test subscription to verify payment, webhook delivery, and the resulting plan.
Advanced server settings
You can also supply billing settings through .env. Use the final section of the relevant provider guide.
Saved admin credentials override environment values. Clear removes the saved value and restores the environment fallback. The same fallback applies when you leave a provider ID blank in the Plans editor.
Saved secrets use the application key for encryption. Keep a backup of APP_KEY separate from database backups. If the key changes or is lost, re-enter affected credentials.