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Velaxe
PayStream — Payments, Invoices, Subscriptions & Refunds | Velaxe

PayStream

Set up subscriptions, trials, and proration

Create plans, enable trials, and configure seat-based billing with proration.

20 min Intermediate Product Ops, Finance Ops Updated Sep 19, 2025
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Overview

Create plans, enable trials, and configure seat-based billing with proration.

Prerequisites

  • At least one connected PSP

Permissions required

subscriptions:write plans:write

Downloads & Templates

Plan catalog CSV

Spec

Steps (3)

Estimated: 20 min
  1. 1

    Create plans

    Product Ops 6 min Back to top

    Billing → Plans → **New**. Define interval, price, and features.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Enable trials & proration

    Finance Ops 6 min Back to top

    Set free trial days and choose proration mode (immediate vs next invoice).

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Create a subscription

    Support/Success 8 min Back to top

    From a customer, click **New Subscription**; pick plan and seats; save.

    Tips

    —

    Validation

    —

    Success criteria

    • Subscription shows next renewal date and prorated first invoice.

About this guide

PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.

Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.