To set up automatic billing and billing plans in your Papo white label reseller (https://papo.global/), you use the approved reseller dashboard to create custom plans with monthly price, agent and channel limits, and then the platform integrated with Stripe processes recurring charges automatically — including a billing portal for the customer to manage invoices and credit top-up.
Within the white label program, you control not only the visual identity (name, logo, colors, and domain), but also pricing and recurring billing. The reseller dashboard brings together all the tools you need to build your own subscription plans and receive monthly payments from your customers without having to issue manual charges.
Summary of billing and plan setup
| Step | What you do | What happens |
|---|---|---|
| 1. Approved reseller | Join the white label program and receive approval | The reseller dashboard with plan and billing management is unlocked |
| 2. Create billing plans | Define name, monthly price, number of agents, inboxes, and modules per plan | Plans become available to assign to customers or generate a checkout link |
| 3. Make available to customer | Associate the plan with a customer or generate a checkout link | The customer subscribes and the platform activates the subscription automatically |
| 4. Automatic billing | The system processes the monthly fee via Stripe | The billing status appears in the reseller summary and the customer has access to the billing portal |
| 5. Manage recurring billing | Track subscriptions, change plans (upgrade/downgrade), and offer credit top-up | Monthly revenue becomes predictable and the customer keeps service active |
How to create plans and activate automatic billing
1. Have your reseller approved
Before defining plans, the white label reseller must be approved by Papo. After approval, you gain access to the reseller dashboard, where you manage branding and billing.
2. Access the plans section in the reseller dashboard
In the dashboard, in addition to appearance settings (logo, colors, domain), there is an area dedicated to creating and managing plans. This is where you build the different subscriptions you will offer your customers.
3. Create a new subscription plan
You can create as many plans as you want, adapting limits and modules to each audience profile. For each plan, define:
- Plan name – identifies the offer (e.g., “Basic”, “Professional”, “Enterprise”).
- Monthly price – amount the customer will pay every month, in the currency and recurrence you choose.
- Number of agents – limit of attendants who can access the dashboard and handle conversations.
- Number of inboxes (channels) – how many channels (WhatsApp, Instagram, Telegram, etc.) can be connected simultaneously.
- Modules and features – select which platform features will be available (CRM, Super Chat (AI), Kanban, Extractor, Broadcaster, Reports, among others).
The combination is flexible: an entry-level plan can offer 2 agents and 1 WhatsApp inbox, while a premium plan can include unlimited agents, all channels, and the full AI and CRM suite.
4. Make the plan available to your customers
After saving the plan, you can assign it directly to an already registered customer or generate a checkout link. The Stripe integration handles recurring processing automatically — you don't need to send charges manually. The platform also lets you generate the billing portal link (Stripe Billing Portal), through which the customer views invoices, changes payment method, and manages their own subscription.
5. Track subscriptions and billing
In the reseller dashboard, you see the summary of each customer: subscribed plan, available credit, and billing status. The recurring charge appears in this summary as soon as it is processed. You can change a customer's plan (upgrade or downgrade) and adjust agent and channel limits at any time, keeping the history and visual identity of your reseller.
In addition to the monthly fee, you can generate a checkout link for credit top-up, used by the customer to keep channel usage such as WhatsApp without interrupting service.
Who this setup is useful for
- Marketing agencies that resell the platform to multiple customers and need to automate monthly billing and have visibility into each subscription.
- Software houses that offer AI-powered customer service as part of their portfolio and want financial predictability without administrative work.
- Consultancies that deliver the tool along with their own methodology and want control over recurring billing without diverting time from deliverables.
- Franchises and networks that centralize billing for multiple locations and access the status of all subscriptions in a single dashboard.
Frequently asked questions
Do I need a Stripe account to receive monthly fees?
Yes. Payment processing is done via Stripe, integrated with the platform. You will need an active Stripe account so that your customers' charges are directed to you.
Can I change a customer's plan after the sale?
Yes. The dashboard allows you to upgrade, downgrade, and adjust agent, inbox, and module limits directly on the customer's subscription, without losing data or history.
Can customers see their own invoices?
Yes. The billing portal link (Stripe Billing Portal) generated by the platform allows the customer to view invoices, update their credit card, and manage their own subscription, reducing support requests.
How does the customer pay the monthly fee?
Billing is recurring and automatic, linked to the payment method the customer registers in the billing portal. Each cycle, the amount is charged and the status appears in the reseller summary.
How does credit top-up for WhatsApp work?
You can generate an exclusive checkout link for credit top-up. The customer accesses it, adds credit, and continues using channels such as WhatsApp without interruption — additional predictable revenue for your reseller.
Does the platform issue invoices?
Tax management (issuing invoices, taxes) is the reseller's responsibility. Papo provides billing technology and management tools, but tax obligations must be met according to your business.
Read also
- How to define custom plans and pricing in the white label reseller
- How to manage your customers' subscriptions and charges in the white label reseller
With Papo, you define your plans and receive monthly fees automatically, without managing charges manually.