Manual Invoicing and Signup without Payment Methods
Summary
This article explains how to configure custom signup links that allow customers to complete the onboarding process without providing a payment method, facilitating manual invoicing workflows.
Flxpoint allows for a non-standard billing workflow where customers can complete the signup and order form without immediately providing a payment method. This is specifically designed for enterprise or high-volume accounts that prefer manual invoicing via Stripe and payment via direct transfer, rather than automated credit card charges.
To enable this flow for a specific customer, you must use a custom signup link. This is not a global setting, as most standard accounts still require a payment method to begin service.
Payment Method Not Required: Enable this optional setting when generating the custom signup link for the customer.
Mandatory Confirmations: Even when the payment method is skipped, the customer must still confirm their plan details, any selected addons, and the Terms of Service.
Payment Collection Pause: If a customer signs up without a payment method, payment collection is automatically paused in the system until one day after the subscription start date.
For customers using the manual invoicing flow, the system adjusts how deals are handled to ensure internal teams are notified promptly, even before payment is processed.
Early Deal Creation: The system creates plan, addon, and onboarding (ONB) deals at the moment of signup rather than waiting for payment completion.
Status Tracking: These deals are typically created with a status of Payment Pending.
Internal Notifications: This ensures that onboarding staff are assigned to the new account immediately, preventing delays in the setup process while billing is finalized.
Once the signup is complete, the Billing Team manages the subscription invoicing behavior within Stripe. This integration supports switching a subscription to manual invoicing, allowing the customer to receive an invoice and pay via their preferred direct method while maintaining their active Flxpoint subscription status.
Note: If you are using trial days in conjunction with manual invoicing, the lack of a payment method will not prevent the account from being created, but ensure the manual invoice is reconciled before the pause period ends to avoid service interruption.