For Sales-led deals where we are creating a Subscription on the customer's behalf.
Creating a Subscription automatically creates the first Invoice.
❗To successfully complete the Invoice section, you'll need the customer's Billing address and email.
1. Go to Customers – Tango – Stripe
2. Click on Add customer
Make sure the customer does not already have a Pro account elsewhere.
3. Type Account name
4. Type Account email into input
The Account email is the user who will be auto-upgraded and designated as admin as soon as the invoice is paid.
5. Type [Customer Name]
6. Double check whether the billing email is Same as account email - often it's not for invoiced accounts.
7. In order to get the billing address fields to show up, you must select a country
8. Enter Address into input
9. Confirm whether billing address is same as shipping, if not, enter the shipping address
Billing = who is being charged
Shipping = who is receiving product access
10. Click on Add customer
11. You'll be taken to the Customers Page - Click on the Customer Name (should be at the top)
12. Click on Actions
13. Select "Create subscription"
14. Select the Correct Tango Product, Enter number of seats being purchased
If the Tango Product + Price doesn't exist already, it may need to be created (!)
15. Click on Email invoice to the customer to pay manually
16. If a PO number is required, Click on "Add custom field"
(Required for SHI Invoices!)
17. Type "PO Number" and add provided PO number
18. Click on Start subscription
19. You'll see a dialog box confirming
20. The invoice will be in a draft status for one hour and then will be sent to the customer.
Optional: Click into to it to finalize and send the invoice immediately
21. Click on Send invoice
22. Send to will automatically populate, cc anyone else as appropriate
23. Click on Send invoice to send the invoice immediately and start the subscription!
24. Now you'll need to Tie the subscription to the workspace
- Lookup the user in Retool to find their Workspace
- Tie their Retool Metadata to the billing profile to make sure the Workspace gets upgraded (this Workflow)