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Settings - Rebilling Setup (Step-by-step)

How to set up rebilling in Nedzo AI

Updated over a month ago

This article outlines the steps to resell Nedzo AI directly to customers for profit, including connecting your Stripe account for re-billing.

Key Steps

Step 1: Verify Your Plan 0:12

  • Ensure you are on a plan that allows white labeling (VIP or above).

Step 2: Access White Label Settings 0:20

  • Navigate to the settings in the top right corner.

  • Select 'White Label Settings' from the menu.

Step 3: Connect Your Stripe Account 1:17

  • Click on 'Connect to Stripe'.

  • Ensure your Stripe account is properly set up with all required business information.

Step 4: Complete Stripe Connection Form 2:10

  • Fill out the form with the email address associated with your Stripe account.

  • Ensure the form is completed by the business owner or someone with significant management responsibility.

Step 5: Link Existing Stripe Account 3:11

  • Choose to link your existing Stripe account or connect a new one.

  • Confirm that all characteristics (tax details, ownership, management) will carry over.

Step 6: Fill Out Additional Information 3:30

  • Select the type of business (e.g., digital goods or services).

  • Opt into Stripe Tax if applicable.

Step 7: Verify Information and Submit 4:37

  • Check that all information carried over is correct.

  • Ensure payout details are accurate.

  • Click 'Agree and Submit'.

Step 8: Confirm Rebilling Activation 4:58

  • Verify that rebilling is activated by checking for the 'Create a Rebilling Plan' button.

Cautionary Notes

  • Ensure all required information in your Stripe account is complete to avoid activation delays.

  • If you choose not to connect Stripe, you can still re-bill clients externally, but using Stripe simplifies the process.

Tips for Efficiency

  • Double-check all business information in Stripe before connecting to avoid errors.

  • Familiarize yourself with the types of services you will be offering to select the correct business type during setup.

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