- KPIs and OKRs
- Remote Work
- Access Control Policy
- Data Management Policy
- Information Security Roles and Responsibilities
- Operations Security Policy
- Information Security Policy and Acceptable Use Policy
- Secure Development Policy
- Cryptography Policy
- Development & Design Practices
- Front End
- How We Work
- Markdown How-To
- Using Git
- Website A/B Testing
- Internal Operations
- People Ops
- Sales & Marketing
- Boiler Plate Descriptions
- Content Channels
- Content Types
- Marketing - Website
We use Stripe to bill our customers and to manage subscriptions for FlowForge. Team members will be given a login to the Stripe dashboard as required for their role with an appropriate level of access.
# Providing support
The main use of the Stripe dashboard will be to answer queries on a customers subscription, this should only be in relation to a ticket raised by the customer and we must confirm that the customer team in question on the support ticket is the same one you are looking at it Stripe. Remember that the email address in Stripe may not match that of the FlowForge user as this is a "billing email". You should use the team ID numbers in the metadata field to confirm.
For all monthly recurring invoices Stripe will automatically generate an invoice and charge customers based on their payment method filed with Stripe.
For annual subscriptions, which could also be self-managed, invoices are created in Stripe. These invoices are created manually after the customer has agreed on the quote and terms.
# Creating an invoice
- Log into Stripe
Billingin the nav bar, followed by going to the invoices tab
- Click the
- Select the customer the invoice is for, or create one.
- Add the line items with the right pricing
- Ensure customers can pay with ACH and Credit card
- Mention the accepted quote in the memo
- Review the invoice and send it to the customer for payment
When the invoice is generated and send to the customer you can go ahead with providing them they license for self-managed, or create a coupon and apply that to the FlowForge Cloud team.
From time to time we may wish to provide a user with some free access to the managed FlowForge platform. In this situation we will create a coupon code in Stripe which can be shared with the users.
To create a couple on Stripe:
- Log into Stripe.
- Use the top search bar to 'Create a coupon'.
- Give it a name you will remember, ideally descrbing the reason for issuing the coupon.
- Select fixed amount discount.
- Don't add more credit than you need.
- Set the Duration as the shortest amount of time this coupon is needed.
- Select 'Limit the total number of times this coupon can be redeemed'.
- Input 1 time.
- Toggle 'Use customer-facing codes'.
- Add a code which cannot be easily guessed, ideally a password type format, at least 8 characters with a mix of upper and lower case letters, and numbers.
- Press 'Create coupon' which is bottom right of the page.
That coupon code can now be used when you are asked to provide payment card details.
Occasionally we may need to apply a credit to a customers account as a goodwill gesture to cover an issue they have experienced, this should be the exception and must be approved by either CTO or CEO. We will also check to see if the customer has received any previous credits on their account.