Platform documentation

Stripe Connect setup

Stripe Connect lets you collect client payments on your Stripe account while Elevale runs subscriptions and AI wallet top-ups through the platform. Use this guide alongside Reselling → Stripe in the reseller admin.

What Stripe Connect does in Elevale

  • Client seat subscriptions: when a workspace uses Stripe Connect (Automated) billing, clients subscribe through your Stripe account. Elevale deducts a platform application fee equal to the base seat price per user.

  • AI wallet card top-ups: clients can add a card and top up their workspace AI wallet. Payments go to your Stripe account. The wallet credits the USD amount the client chose; their card is charged that amount plus local tax in their billing currency (for example GBP for UK addresses).

  • Hybrid setup: many resellers keep Self-Billing for seats and connect Stripe only for AI wallet payments. See Billing models: licenses vs AI wallet.

When you need to connect

  • Required for automated client seat subscriptions (Stripe Connect workspaces).

  • Required for client self-serve AI wallet card top-ups (recommended even on Self-Billing workspaces).

  • Optional if you invoice clients entirely offline and approve AI credits manually.

  • Not required for buying your own license pool from Elevale. That bills on Elevale's platform account under Billing.

Before you connect

  • Create or sign in to a Stripe account for your agency (standard or Express Connect via OAuth).

  • Have your business legal name, address, and bank account ready. Stripe will ask for identity verification (KYC).

  • Decide your billing approach: hybrid (AI only), full Connect (seats + AI), or manual billing without Connect.

  • Review Reselling pricing and fees so you understand base prices, your markup, and application fees.

Step 1: Connect your Stripe account (OAuth)

  • Open Reselling → Stripe.

  • Click Connect with Stripe. You are redirected to Stripe's secure login.

  • Log in to an existing Stripe account or create one, then authorize Elevale.

  • When you return to Elevale, the page should show your connected account ID.

  • Elevale never stores your Stripe secret keys. Authentication uses Stripe OAuth only.

Step 2: Finish Stripe account onboarding

  • In the Stripe Dashboard, complete any outstanding onboarding steps (business details, directors, bank account).

  • Charges may fail until Stripe marks your account as able to accept payments.

  • Use the same Stripe account you want client subscription and wallet revenue to land in.

  • If onboarding is incomplete, Stripe may show a restricted or pending status until resolved.

Step 3: Enable Stripe Tax on your connected account

  • Elevale enables automatic tax on new client subscriptions, wallet top-ups, and checkouts created by the platform.

  • You must also turn on Stripe Tax in your Stripe Dashboard for your connected account.

  • Add every tax registration where you are registered to collect tax (for example UK VAT, EU VAT, US state sales tax, Canadian GST/HST, Australian GST, or other local schemes).

  • Catalogue prices synced from Elevale are before local tax. Stripe Tax adds the correct local sales tax at checkout based on the customer's billing address.

  • Collect valid business tax IDs at checkout where supported (for example VAT numbers) so reverse-charge or exempt B2B sales are handled correctly.

  • Enable customer invoice and payment emails in your Stripe Dashboard so clients receive itemized invoices with tax lines for subscriptions and wallet top-ups.

  • Wallet top-ups are charged in the customer's local Stripe currency (for example GBP for UK billing addresses) while the workspace wallet still credits the USD amount shown in Elevale.

  • Client self-serve wallet top-ups are blocked until Stripe Tax is active on your connected account with at least one active tax registration.

  • Download tax filing reports from your Stripe Dashboard → Tax → Reports. Elevale does not provide a separate in-app tax export.

  • You are responsible for tax compliance on charges to your clients in every jurisdiction where you sell. See Reseller Terms of Service section 5.

  • If you edit subscriptions or invoices manually in the Stripe Dashboard, tax and amounts are your responsibility.

Step 4: Set markup and sync prices

  • Under Reselling → Pricing, set your seat markup % per tier (Foundation, Business, Professional). Minimum save is 10% seat markup and 5% AI wallet markup.

  • Client price must stay at or above Elevale's base wholesale floor.

  • Click Save & Sync to Stripe to create or update products and prices on your Connect account.

  • When seat markup increases, choose a notify clients date and an effective date at least 30 days apart. New signups use the new price immediately; existing clients keep their price until renewal on or after the effective date. See Existing client price protection.

  • Use Schedule AI pricing for AI wallet markup changes with the same notify and effective dates. See Reselling pricing and fees.

  • Re-sync after Elevale publishes wholesale changes even if you are not raising client retail, this keeps pending platform migrations enrolled.

  • Public signup links and automated subscriptions use these synced Stripe prices.

Step 5: Choose billing per workspace

  • Self-Billing: you assign licenses from your pool and invoice clients yourself. Stripe Connect can still power AI wallet top-ups.

  • Stripe Connect (Automated): client seats bill through subscriptions on your Stripe account. Requires Connect and synced prices.

  • Set the billing model when creating a workspace in Workspaces or when editing workspace settings.

  • Full walkthrough: Onboarding your first client.

Client subscriptions and application fees

  • When a client subscribes, the checkout runs on your connected account.

  • The client pays your full marked-up seat price (monthly or annual, before local tax; Stripe adds tax at checkout).

  • Elevale's application fee (equal to the base seat price per user) is deducted automatically on each paid charge.

  • You keep the markup portion minus Stripe processing fees, refunds, and disputes.

  • Each month, Billing → Invoices lists a documentation invoice summarising application fees collected that month (amounts already deducted via Stripe, not a separate charge).

  • Failed payments, dunning, and refunds on client subscriptions are primarily your responsibility as the merchant of record.

Scheduled price changes on Connect subscriptions

  • After a scheduled retail increase is saved and synced, each active Connect client subscription is enrolled to move at renewal.

  • Existing clients keep their current Stripe price until the first renewal on or after the effective date.

  • Application fees on renewals and seat adds use wholesale metadata refreshed at renewal.

  • You can verify subscription schedules in your Stripe Dashboard on the connected account.

  • Prefer plan, seat, and billing-period changes inside the client Billing tab, manual Stripe Dashboard edits can desync Elevale.

  • Full timing and client notices: Existing client price protection.

AI wallet payments

  • Once Connect is active and Stripe Tax is configured, clients on your workspaces see Top Up Wallet on Workspace Settings → Billing → AI Wallet.

  • If Stripe Tax is not ready on your connected account, client top-ups are blocked until you enable Tax and add registrations in your Stripe Dashboard.

  • Manual top-ups always use Stripe Checkout. The client reviews the USD credit amount plus local tax before paying (there is no instant off-session charge for manual top-ups).

  • The workspace wallet always credits the USD amount shown in Elevale (for example a $100 top-up adds $100.00 USD to the wallet). The card is charged in the customer's local Stripe currency based on billing address, plus local tax.

  • Auto-recharge charges the saved card via a Stripe Invoice with automatic tax. Each recharge credits the USD amount configured in auto-recharge settings.

  • Itemized invoices with tax lines are created on your Connect account. Enable paid invoice emails in your Stripe Dashboard if clients should receive them automatically.

  • You still fund your agency AI wallet separately on Elevale's platform account so provider costs are covered. See Billing → Agency AI Wallet.

  • Without Connect, clients use Request credits and you approve top-ups manually from Workspaces.

Public signup links (optional)

  • When Connect is active and public signup is enabled under Reselling → Stripe, referral links can onboard new clients directly.

  • Manage links from Reselling → Overview or your agency marketing settings.

  • New signups use your synced Stripe prices and standard Elevale trial rules where applicable.

Stripe Dashboard: manual edits

  • You can open the Stripe Dashboard for your connected account at any time.

  • Manual changes to subscriptions, prices, tax settings, or invoices may diverge from what Elevale shows in-app.

  • Elevale is not responsible for billing state you change directly in Stripe.

  • Prefer plan changes, seat updates, and billing period switches inside the client workspace Billing tab when possible.

Disconnecting and troubleshooting

  • Disconnecting in Elevale stops new Connect checkouts. Existing Stripe subscriptions are not automatically cancelled.

  • If Connect shows connected but checkouts fail, check Stripe onboarding status and whether charges are enabled.

  • If tax does not appear on invoices, confirm Stripe Tax is enabled and registrations are active on your account.

  • If clients cannot top up their wallet, confirm Stripe Tax is active with at least one registration on your connected account.

  • If synced prices look wrong, re-run Save & Sync to Stripe from Reselling → Pricing.

  • For platform issues, contact Elevale reseller support with your organization name and connected account ID.

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