Account Settings Verification
We invite you to perform a comprehensive check of your subscription offers and various billing parameters (authorized payment methods, unpaid thresholds, etc.).
1. Verify Your Offers
Check that the amount of your offers is correct (also verify the amount of features included in the offers).
2. Remove Unused Offers, Offer Grids, and Features
3. Validate the Invoice, meaning:
- Is your billing address complete? (You can update it from the Settings menu > Billing)
- Is your logo displayed correctly? (You can update it from the Settings menu > Segment Settings)
- Is your intra-community VAT number present with your address?
1. ProAbono calculates and applies taxes automatically. To learn more about how ProAbono handles tax calculations, please refer to the documentation.
2. To set up specific tax rates for your industry or service offering, please contact your Account Manager.
4. Invoice Customization
Every time a subscription renews, ProAbono issues and sends an invoice to your customers on your behalf. You can customize the invoice content to include additional elements specific to your business at the bottom of the page. Once you’ve customized it, send yourself an invoice by email to ensure it meets your expectations.
5. Email Notifications
Make sure to configure automated emails so that ProAbono can automatically notify your customers based on selected events. Automated emails can be enabled or disabled according to your communication style. You may choose not to send emails through ProAbono. You have the option to enable or disable each type of email.
6. Simulate Subscription, Invoice Issuance, and Automated Collection Processes
7. Are you using webhooks?
If yes, verify that the URLs point to the production application
8. Are you using URL redirects on the customer portal?
If yes, verify that the URLs point to the production application
9. Verify the design of customer portal pages – update the CSS style sheet
Testing ProAbono before Going Live
We recommend conducting test transactions with the dummy payment gateway accounts provided in your ProAbono environment.
Create a new subscription from one of your offers and test the payment flow.
Try the following scenarios to familiarize yourself with ProAbono:
- Start a subscription based on a paid offer without a trial period to generate an initial invoice and immediately charge a payment method (credit card or SEPA).
- Start a subscription based on a paid offer with a trial period to initiate a subscription without immediate payment.
Optional: You can choose to require payment method registration even for free subscriptions (see in settings > hosted pages > customer journey). - Modify your customer’s subscription to create prorated adjustment lines.
- Manually issue an invoice.
- Cancel an invoice.
- Process a refund for a settled invoice.
- Perform a Plan change.
- Interrupt a subscription.
Going Live in Production
Prerequisites
- Configure your payment gateway
Assuming you already have an approved and ready payment gateway account, you need to connect it to Proabono.
Click here to learn more.
To definitively transition your business to Production Mode, please contact your Account Manager.
1. The transition to production is performed on the same business on which you started your tests. Therefore, fictitious data (generated during your tests) will be cleaned up before going live.
2. At this stage, you will no longer have a Sandbox environment. You can create a new environment from ProAbono.
This step requires the following prerequisites:
- Resetting fictitious subscriptions & invoices (you can also delete customers and offers to start with a completely clean environment)
- Verification of the Business billing address to ensure the validity of real invoices
- Having a connected payment gateway to enable automated invoice collection (credit card or SEPA, depending on the connected gateway accounts)