Some agencies prefer to handle everything themselves: adding customers, assigning plans, and sending payment links, without ever asking the customer to log into the platform.
This guide walks through that workflow using Stripe checkout sessions generated from the customer record inside the platform.
What you will need first
Before you can generate checkout links, make sure the one-time Stripe setup is already complete.
- Connect your Stripe account in `Agency mode -> Billing & Revenue -> Connect Stripe`
- Create at least one custom plan in `Billing & Revenue -> Custom Plans`
- Make sure the plan already has a Stripe price linked for monthly, yearly, or both billing cycles
Step 1: Add the customer to your platform
Start by creating the customer record yourself so the customer exists in the platform before any checkout link is generated.
- Make sure you are in `Agency mode` using the mode switcher at the top of the left sidebar
- Click the `Add Customer` button at the bottom of the left sidebar
- Fill in the customer details
- Add `Name` and `Email`, which are required
- Add `Company name` if applicable
- Select a plan from the dropdown so the customer is tied to the subscription you want to sell
- Under `Account Access`, leave `Email login credentials to customer` turned off
- Click `Create Customer`
Leaving the login-credentials toggle off is the key step. The customer will not receive a login invitation.
Step 2: Generate a checkout link
After creating the customer, you land on the `Manage Customer` page. Scroll to the `Stripe Information` section, then look for the `Checkout Sessions` area below it.
The options shown there depend on what Stripe prices exist on the assigned plan.
- `Monthly Subscription` appears if the plan has a monthly Stripe price
- `Yearly Subscription` appears if the plan has a yearly Stripe price
- Click `Generate Session` next to the option you want
- Copy the generated Stripe Checkout link from the text field
- Send the link however you want, such as email, WhatsApp, or text message
The customer goes straight to Stripe-hosted checkout. No login or account setup is required on their side.
Important things to know
- Checkout links expire after 24 hours, so use `Regenerate` if the customer does not complete checkout in time
- Trial periods are included automatically if the assigned plan has a trial configured
- If `Stripe Tax` is enabled in the platform, checkout calculates and collects tax automatically based on customer location
- You can generate both monthly and yearly links for the same customer when the plan supports both
- After the customer pays, the subscription appears on the `Manage Customer` page under `Stripe Information`
What if a customer is on a trial and has not added a payment method?
If the customer was created with a trial period, they can show as `on trial` in the platform before a payment method is on file.
In that case, the `Checkout Sessions` area adapts and shows an `Add Payment Method` option instead of creating a new subscription.
Generate that link and send it to the customer so Stripe can collect their card details before the trial ends.
Managing the customer going forward
Everything you need stays on the `Manage Customer` page after the subscription is live.
- Switch their plan from the plan section
- Pause or cancel by changing the subscription status
- Use `Sync Subscription` if anything looks out of sync with Stripe
- Review payment method, subscription dates, and current status in the Stripe details section
- Find all customers later under `Customers -> Manage Customers` in the left sidebar