Self-Serve Billing Flow
Key Characteristics
Recommended Alguna Setup
1
Create simple, clear plans
Navigate to Plans → Create Plan
- Free: $0, limited features (optional)
- Starter: $X/month, core features
- Pro: $Y/month or per-seat, full features
2
Configure self-serve checkout
Navigate to Settings → Checkout
- Enable hosted checkout pages
- Configure plan selection UI
- Set up success/cancel redirect URLs
3
Enable in-app upgrades
Use the Customer Portal to let users:
- View current plan and usage
- Upgrade/downgrade plans
- Add seats or capacity
- Update payment methods
4
Set up automated billing
Navigate to Settings → Billing
- Enable auto-charge for renewals
- Configure dunning for failed payments
- Set up payment retry schedule
5
Configure upgrade prompts
Trigger upgrade flows when customers:
- Hit usage limits
- Try to access gated features
- Reach trial expiration
Free Trial vs. Freemium
Conversion Optimization
Reduce Checkout Friction
- Accept all major credit cards
- Offer both monthly and annual options
- Show pricing in customer’s currency
- Minimize form fields
- Display trust badges and security info
Upgrade Triggers
Metrics to Track
Key Features to Configure
Hosted Checkout
Set up self-service checkout pages.
Customer Portal
Let customers manage their own subscriptions.
Automations
Trigger emails and actions based on customer behavior.
Dunning
Recover failed payments automatically.
API Reference
Customer Portal API
Generate portal links for customers.
Subscriptions API
Create subscriptions programmatically.
Plans API
Retrieve plans for checkout display.
Webhooks
Track subscription and payment events.
Related Quick Starts
B2B SaaS
Per-seat and tiered pricing models.
AI & Infrastructure
Usage-based and credit systems.
Hybrid Motion
Add sales-assist for larger deals.
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