How to Cancel a Subscription

In order to cancel a subscription, you will need to do this in the Payments Portal page -- NOTE: You cannot delete a user from the Manager Users page and expect their subscription to stop. They will…

Updated 2 years ago by Hewitt Tomlin

How to Issue Refund in Payments Portal

Updated 3 years ago by Hewitt Tomlin

How to Manage a Client in the Payments Portal

Updated 3 years ago by Hewitt Tomlin

Managing Failed Payments in Payments Portal

There are 2 scenarios for failed payments. One scenario is an initial failed payment when a new customer attempts to sign up for the first time. The other scenario is when existing subscribers experi…

Updated 1 month ago by Hewitt Tomlin

Setting up a Free Trial in Payments Portal

Updated 2 weeks ago by Nicole Foley

Standard Stripe vs. Stripe Express Accounts - What’s the Difference?

A Standard Stripe account is a full-function account owned by you. A Stripe Express account is a simplified dashboard version of Stripe where you can view your available balance, see upcoming payouts…

Updated 2 years ago by Hewitt Tomlin

Using Zapier to Automate Emails in Constant Contact

Updated 1 year ago by Hewitt Tomlin

When to Contact TeamBuildr vs. “DIY” in Stripe

There will be scenarios where TeamBuildr Support will need to assist: Users with Stripe Express accounts: Inside your TeamBuildr you can access the Payments Portal and mange your paying subscribers f…

Updated 2 years ago by Hewitt Tomlin