Building offline payment capability for team accounts with admin provisioning and custom expiration

Post author
Scott Doughty

We need to enable one-time payment, one-year access team accounts for customers who pay offline. These customers are organizations with strict payment processes that require offline payments and represent a significant portion of our target market (and current customer base). Currently we can't manually assign these after receiving offline payment.

Stripe invoice + marking paid + re-sync doesn't work. Customer credit balances don't apply to Checkout Sessions (per Stripe docs), and free plans can't use team accounts.

We need admin ability to:

  1. Manually assign one-time payment plans with team capabilities
  2. Set expiration dates
  3. Skip checkout requirement
  4. (bonus) Duplicate existing plans to use as a base for new plans to simplify team account setup for new customers

Comments

1 comment

  • Comment author
    Duncan from Memberstack

    Thank you for laying this out so clearly! I will flag this with the team. 

    0

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