A non-Stripe custom plan is a plan where the platform controls access, limits, and credits, but billing is handled somewhere else or not handled at all.
This is useful when you invoice customers manually, sell through resellers, run done-for-you onboarding outside the platform, or want a true free tier with no checkout flow.
What a non-Stripe custom plan is
Non-Stripe plans still define the full product offer. They decide what the customer can access, how many locations and team members they get, and how many credits they receive. The only difference is that payment collection does not happen through Stripe checkout links and Stripe subscription objects.
| Aspect | Stripe plan | Non-Stripe plan |
|---|---|---|
| Payment collection | Stripe handles it automatically | You handle it yourself |
| Subscription management | Automated | Manual |
| Payment links | Generated automatically | Not available |
| Free trials | Managed by Stripe | Manual |
| Credit renewal timing | Aligned with Stripe billing cycle | Monthly based on credit grant timing |
| Customer self-service billing | Billing Portal | No billing self-service |
| Auto-downgrade from Stripe subscription end | Available | Not applicable by itself |
Create the plan
Go to `Settings -> White Label -> Custom Plans`, click `Create Plan`, enter the plan name, and open the editor.
The General tab works the same as Stripe-backed plans. You still choose the plan name, description, whether it is the default, and whether it should be hidden.
Configure pricing and billing without Stripe
On the Pricing and Billing tab, leave the Stripe price fields empty. That is what makes the plan non-Stripe. If the plan is free, turn on `Is Free` as well.
The system treats a plan as non-Stripe when both the monthly and yearly Stripe price fields are empty.
- Free plans should have `Is Free` turned on
- Paid non-Stripe plans still leave the Stripe price fields empty because billing happens outside the platform
- Trial days can still exist on a non-Stripe plan and affect platform-side trial logic
Features and options work the same way
The Features and Options tab works exactly the same as it does on Stripe-backed plans. All the same sections, feature states, limits, and access controls still apply.
That means a non-Stripe plan can still be a serious paid offer. The billing model changes, not the product control.
Assigning a non-Stripe plan to a customer
Because there is no Stripe checkout flow attached to the plan, you assign it manually from the agency side.
- When creating a new customer, choose the plan in the customer creation flow
- When switching an existing customer, use the plan switch action in Customer Manager
- When the plan changes, old subscription credits expire and the new plan credits are granted immediately
How credits work on non-Stripe plans
Credits behave almost the same as on Stripe-backed plans. The main difference is how renewal timing is determined. Instead of following a Stripe billing cycle, the system renews based on the internal monthly timing since the last grant.
When a non-Stripe plan is assigned, the customer immediately receives the email and SMS credit allocation defined on that plan, unless trial-credit rules block that initial grant.
- Old credits expire when the next monthly renewal is granted
- Fresh credits are granted at the plan-configured amount
- No Credits During Trial still applies if enabled on the plan
If credits are the part that tends to confuse your agency, the dedicated credits guide is the next thing to read after this one.
How customers access the platform without Stripe
Without Stripe, you decide how customers enter the platform. The main options are manual customer creation, open self-registration without payment, or self-registration tied to a default non-Stripe plan.
| Path | How it works |
|---|---|
| Manual customer creation | You create the customer and assign the plan directly |
| Open signups | Customer registers freely and is assigned the default plan |
| Self-registration with default plan | New registrations automatically land on the chosen non-Stripe default plan |
Per-customer overrides still work
Non-Stripe plans still support per-customer overrides. That means you can give one customer extra locations, different source permissions, extra credits, or feature access changes without changing the underlying plan for everyone else.
Managing non-Stripe customers
- You handle billing outside the platform
- You decide when a customer should upgrade, downgrade, or lose access
- You can move a customer to a free plan, delete the account, or leave them on the current plan until you act
- Credits still renew automatically according to the plan unless you intervene manually
Free plans are the most common non-Stripe plans
Free plans are usually the clearest example of a non-Stripe plan. They are useful for starter tiers, downgrade targets, or permanently limited free access.
On a free plan, trial days do not apply because the plan is already free.
Signup form settings still matter
Even without Stripe, the signup form settings control how registrations happen. `Allow Signups` decides whether customers can self-register at all, and `Require Payment First` only matters for Stripe-connected paid flows.
- Allow Signups controls whether the registration page is available
- Phone Number Required and First Login Consent still apply
- Custom checkboxes can still be used for consent or terms
When non-Stripe plans are the right move
Non-Stripe plans are strongest when the platform is part of a higher-touch agency relationship rather than a self-serve SaaS motion. If you already bill manually, sell through a reseller, or onboard customers through a done-for-you service, non-Stripe plans can keep the platform side simple while you handle billing elsewhere.