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How to sell a SaaS subscription with a self-service cancel page for indie software makers

How indie software makers can sell a SaaS subscription with a self-service cancel page, with the tools and mistakes to avoid.

By Uncommon Comforts ยท

Uncommon Comforts is published by the team behind Connections, whose products are compared here alongside other tools.

To sell a SaaS subscription with a self-service cancel page, an indie software maker needs a card payment service, recurring billing, a checkout page buyers can reach, and a manage page where a subscriber sees the plan and cancels on their own. The setup should also cover sales tax, promotion codes, and what the price does when a plan changes.

OptionOwn feeCard fee
Connections Paynot publishednot published
A subscription billing service you choosenot publishednot published

What you need before you start

A SaaS subscription with a self-service cancel page starts with the building blocks of recurring billing. An indie software maker needs a card payment service, Stripe being one, to take charges from customers each billing cycle. Checkout is the next piece, a page buyers can be sent to where they pick a plan and enter their card. A self-service cancel page is a manage page a subscriber can open to see the current plan and end it without emailing anyone. Sales tax handling saves manual work when it is switched on, so the payment service works out and collects the tax. Promotion codes let buyers enter a code at checkout for a discount on a plan. Plan changes need a clear price, because a buyer should see the price difference before a switch goes through. Signing in to the card payment service through its connect flow is the first setup step, and the subscription tool then serves checkout pages from its own address.

Step by step

  1. Decide your plans. Write down what each tier costs per billing cycle and what it includes. Keep the list short so a buyer can compare quickly.
  2. Connect a card payment service. Sign in to the card service through the tool's connect flow so it can take repeat charges.
  3. Set up a hosted checkout page. The tool serves checkout at its own address, and buyers are sent to that page to pick a plan and pay. Keep the address in plain sight on your own site.
  4. Turn on promotion codes so buyers can enter a code at checkout for a discount. This is useful for offers and for thanking early customers.
  5. Switch on automated sales tax. The payment service then works out and collects the tax at checkout, so you do not chase it by hand.
  6. Give subscribers a manage page. On it they can see the plan they are on and cancel on their own, without emailing you.
  7. Handle plan changes. When a customer moves to a different plan, show the price difference before the change goes through.
  8. Test the cancel path before you launch. Sign up, change plans, and cancel from the manage page to confirm it works end to end.
  9. Publish it. Make sure the checkout and manage pages are live and reachable from your marketing pages.

Tools that can do it

Connections Pay is made by the team that publishes this site. You can connect your Stripe account through Stripe's Connect sign-in. [1] Checkout pages are served at a slug path. [1] There is a manage page for subscribers. [1] Buyers can enter promotion codes at checkout. [1] You can flip on automated sales tax so Stripe calculates and collects it at checkout. [1] It previews the price difference when a customer changes plans. [1] There is an embeddable checkout page. [1] Other routes include using the card payment service you already have or a dedicated subscription billing tool. Because published details vary, check each option for the same list: a manage page where a subscriber can cancel on their own, a checkout page buyers can be sent to, promotion codes, sales tax calculation, and a preview of the price when a plan changes. Ask each vendor directly which of these it offers before you choose, and confirm the self-service cancel page, because that is the part this job depends on.

Common mistakes to avoid

Burying the cancel page is the first mistake, because a subscriber who cannot find it will write to support instead of ending the plan quietly. Forgetting sales tax is common, and it leaves you to work out regional rates by hand instead of the payment service doing it at checkout. Skipping the price preview on plan changes makes a customer approve a switch without knowing what it will cost. Making the checkout only a button inside your page can be fine, but keep a hosted page your buyers can reach from anywhere. Launching without testing the cancel path risks a flow that fails at the moment a subscriber needs it most. Adding too many plans slows the choice a buyer makes. Leaving promotion codes off removes a simple way to run an offer. Each of these is easy to avoid when the tool you pick covers the full list from checkout to cancel.

Frequently asked questions

Do buyers need to contact support to cancel a SaaS plan?

Not when there is a self-service cancel page. A manage page lets a subscriber open it, see the current plan, and end the subscription on their own. Before you choose a tool, confirm that it offers such a manage page for subscribers. A cancel flow that needs an email or a phone call adds friction and can discourage signups, so make the self-service cancel path the one you build in.

How does sales tax get handled at checkout?

When automated sales tax is switched on, the payment service works out and collects it at checkout. Stripe is a separate company that handles card payments, and the subscription tool can have Stripe calculate the tax for you. Check which regions and rates a tool covers before you choose, and confirm that the tax is calculated at the moment the buyer pays rather than later.

What happens to the price when a customer switches plans?

Connections Pay previews the price difference when a customer changes plans, so the buyer sees what the switch will cost before it goes through. [1] This keeps a plan change from being a surprise on the next bill. Check that the option you choose shows the new price clearly before the change is confirmed, and that the switch applies at the right point in the billing cycle.

Can buyers use promotion codes at checkout?

With promotion codes switched on, a buyer enters a code at checkout and the discount is applied to the plan. This is a clean way to run a launch offer or reward an early customer without changing your posted prices. Confirm that the tool you choose accepts codes at checkout, and decide whether a code applies to the first billing cycle or to every cycle while it is used.

Does the checkout page have its own address?

Hosted checkout pages have their own address, so you can send a buyer to one from anywhere, including a marketing page. [1] There is also an embeddable checkout page for placing the checkout inside your own pages. Check that a buyer can reach the hosted page directly and that the manage page for cancellation is part of the same setup.

Connections Free costs $0, and going over a limit stops the feature rather than billing you. [1] Connections Pro, the first paid plan, is $39.99 a month and adds premium features across every Connections product. [1]

Try Connections Pay

Sources

  1. Connections Pay's own description of itself (the product of this site's publisher)

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