Launch customer onboarding and billing

Step-by-step walkthrough

1. 01

   Open Platform administration, then Commercial launch. Refresh checks to read current website, sender, policy, billing, and invitation status.

2. 02

   Resolve the Next action card, then review each configuration check. An unavailable source is not a passed check; use its settings page or refresh after correcting the connection.

3. 03

   Open the public enquiry form and submit an owned test request. Confirm the intended team inbox receives it and a staff reply appears in the visitor conversation.

4. 04

   Use Create customer workspace after agreeing the plan with the customer. Basic has no payment or trial expiry. Review invitations under Awaiting acceptance, Expired invitations, or Invitation needed, then open the workspace record for review and resend controls.

5. 05

   Review published customer policy versions through Policies. This page checks publication status only; it does not approve text, publish documents, or accept terms on a customer’s behalf.

6. 06

   For paid access, configure the approved monthly USD prices privately on the server and check Billing diagnostics. Test checkout, signed events, correct plan limits, invoice access, and cancellation behavior before relying on live payments.

7. 07

   Use Production acceptance to record the deployment-specific customer and operational checks. Configuration results never automatically complete these manual tests.

Important details