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10 min readBilling & Invoicing

Sell Services and Add-Ons to Your Customers

Create a service in Custom Products, choose Stripe checkout or your own link, and put it on your customers' Services page and dashboard.

Services let you sell your own offers to the customers already using your white-label platform: Google Business Profile management, ads management, coaching calls, courses, done-for-you setup, monthly add-ons, review stands, or branded merchandise.

Each service shows up as a card on your customer's `Services` page, and optionally on their dashboard. Customers pay through Stripe checkout on your connected Stripe account, or you send them to your own link, such as a Calendly booking page, a Stripe Payment Link, PayPal, or a page on your website. You deliver the service; the platform handles the listing, the checkout, and the order record.

What you can sell as a service

ExampleBillingUsual payment method
Strategy or coaching callOne-time, or no price shownYour own link (Calendly or Cal.com)
Google Business Profile managementMonthlyStripe checkout
Google Ads managementMonthlyStripe checkout
Remove branding add-onMonthlyStripe checkout
Course on reviews and reputationOne-timeStripe checkout, or your own link to your course platform
Review stand, t-shirts, or a starter packOne-timeStripe checkout with a shipping address
Worth knowing

A service does not unlock anything in the platform on its own. If you sell something like a remove-branding add-on, change that customer's options yourself after the purchase (see the FAQ below).

Before you start

  • To take payment through Stripe checkout, connect Stripe first at `Business -> Billing & Revenue -> Connect Stripe`. Without Stripe, the `Stripe checkout` option is disabled and you can only use `Your own link`.
  • Stripe checkout prices are created in the currency set at `Platform -> White-Label -> Configuration` (the `Currency` dropdown on the `Branding & Appearance` tab).
  • For `Your own link`, have the full URL ready. It must start with `https://` or `http://`.

Step 1: Create the service

  • Make sure you are in your agency sidebar: if a bar at the top says `You're in` a customer, click `Back to Agency`
  • Go to `Business -> Billing & Revenue -> Custom Products`
  • Click `Create Product` (or `Create Your First Product` if you have none yet)
  • Under `What are you selling?`, choose `Service or add-on`
  • Enter a `Name`. Customers see this name, and you can change it later
  • Click `Continue`
Worth knowing

The platform opens the `Edit service` page straight away. The service stays hidden from customers until you turn on `Show to customers` and save.

Step 2: Fill in the details

The `Details` card controls what the customer reads on the card. The `Customer preview` on the right updates as you type.

FieldWhat it doesLimits
`Service name`The card title and the name on Stripe checkoutUp to 255 characters, unique across your products
`Short description`One or two sentences under the titleUp to 255 characters
`What's included`Tick-list on the card. Click `Add item` for each lineUp to 8 items, 120 characters each
`Image`Shown at the top of the card. Useful for merchandise and printed productsJPEG, PNG, or WEBP, under 4 MB

Step 3: Choose how customers pay

In `Pricing and payment`, pick one option under `How do customers pay?`. The guide `Services: Stripe Checkout vs Your Own Link` explains the difference in detail.

  • `Billing` is `One-time`, `Monthly`, or `Yearly`
  • With `Use an existing Stripe price ID`, billing, amount, and currency are read from the Stripe price when you save, so the billing buttons are locked
  • For `Your own link`, leave `Price shown` empty to hide the price, for example for a free call
OptionYou setWhat happens when the customer clicks
`Stripe checkout``Billing`, then a `Price` (the platform creates the Stripe price), or `Use an existing Stripe price ID`. Optionally `Collect a shipping address`Stripe checkout opens for the customer's existing billing account. The purchase is recorded in `Orders` and you get an email
`Your own link``Billing` (shown on the card only), the `Link`, and an optional `Price shown`Your link opens in a new tab. Nothing is recorded in the platform

Step 4: Set the button and visibility

  • Default button labels: `Book a call` for Calendly and Cal.com links, `Subscribe` for monthly or yearly services, and `Buy now` for everything else
SettingWhat it does
`Button label`Text on the card button, up to 30 characters. Leave it empty to use the default shown in the preview
`Show to customers`Adds the service to the `Services` page of every customer whose plan shows Services
`Feature on customer dashboard`Also shows the card on the customer's dashboard. Up to three featured services are shown

Step 5: Save and check the status

Click `Save changes` at the top right. The badge next to the title shows `Live` when customers can see the service and `Hidden` when they cannot.

If something is missing, a yellow box titled `Before customers can see this service` lists it, for example `Set a price for Stripe checkout` or `Add the link customers are sent to`. You cannot save a service as visible until that list is empty.

Worth knowing

When you change the price or billing of a Stripe checkout service, the platform creates a new Stripe price, because Stripe prices cannot be edited. Existing monthly or yearly subscribers stay on the price they bought.

What your customers see

  • A `Services` item in the sidebar, under `Manage`, between `Settings` and `Billing`. It only appears once at least one service is live
  • The `Services` page with a card per live service: name, billing badge, description, price, included items, and the button
  • If you featured any services, a `Services from` strip with your company name on the dashboard, with a `View all` link
  • After a Stripe checkout payment, the customer returns to `Services` with a `Payment received` message saying you have been notified
  • Monthly and yearly services they already pay for show an `Active` badge with a `Manage` button that opens the Stripe billing portal
Worth knowing

The `Services` page and the dashboard strip are only shown to customer logins. `Open dashboard` and the `Customer` tab in your agency sidebar do not show them. To check what a customer sees, go to `Business -> Customers -> Manage Customers` and choose `View as customer`.

Control which customers can see services

Visibility is controlled per plan. Open `Business -> Billing & Revenue -> Custom Plans`, edit the plan, go to `Features & Options`, and on the `General` sub-tab find the `Services Access` card. Set `Services Page` to `Visible` or `Hidden`. It is `Visible` by default.

To change it for one customer only, open `Business -> Customers -> Manage Customers`, click `Manage` on the customer, scroll to `Plan Options`, choose `General`, set `Services Page` in the `Services Access` card, and click `Save`. Options saved on the customer override their plan.

  • Hidden removes the `Services` menu item, the `Services` page, and the dashboard strip for that customer
  • Services are separate from `Billing Pages`. You can hide billing and still offer booking links
  • If `Billing Pages` is hidden, customers do not get the `Manage` button that opens the billing portal
  • If you disconnect Stripe, services that use Stripe checkout disappear from customers' pages until you reconnect
  • Only the customer's own login can buy. Team members they invite do not see the `Services` page

Edit, copy, hide, or delete a service

  • Edit: click the service name or `Edit` on its card in `Custom Products`
  • Hide without deleting: turn off `Show to customers` and click `Save changes`
  • Copy: click `Copy` and enter a new name. The copy starts hidden. A Stripe checkout copy has no Stripe price until you set one; a link copy keeps its link and price
  • Delete: click `Delete`. Past orders keep the service name. Deleting does not cancel monthly or yearly subscriptions already running in Stripe
  • Service cards in `Custom Products` show `Service`, `Live` or `Hidden`, the billing, and either `Orders: n` or `Paid through your link`

Common questions