SaaS onboarding

Start your Planellio account

Step 1 of 2. Capture the account details first, then complete the billing and tax profile before Stripe starts the 30-day trial.

What happens next

  • Step 1 captures company, operational and subdomain setup details
  • Step 2 captures billing identity, address and tax profile needed for invoicing
  • Stripe starts a recurring subscription with card details collected up front
  • The first 30 days are a trial period, then billing starts automatically unless cancelled beforehand

Account details

Optional modules