Sesamy

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Michael Lindfors

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Account Management, Paywalls, Payments etc.

Sesamy Portal

Contract

Contract Duration Types

Contract Statuses

Contracts - End subscription

Contracts

Cancel contract

Change invoice information

Change ownership

Contracts - Manage refund

Extend contract (Print)

How to Add a Temporary Delivery Address for a Customer

Temporary address

How to change the anchor date for a customer

Contract actions

Create a link that takes the user to the edit plan page to upgrade or downgrade their subscription

Linking Users to the Upgrade Dialog

User managment

Step 1- Create a multiseat

Step 2 - Multiseat access

This article describes how to manually setup a multiseat contract for a new customer.

Manually create a new multiseat contract

How to add and remove users to a multiseat contract

Manage memebers on a multiseat contract

How to create and edit your multiseat subscriptions

Multiseats

Step 1 - Create a discount code

Step 2 - Apply a discount code

Discounts

Build a Sesamy checkout link by hand so you can use it in emails, on your site, or in your email service provider campaigns. Includes a parameter reference and ESP…

How to manually create a Sesamy checkout link

A special URL you can drop into win-back emails so subscribers undo a scheduled cancellation and accept a discount in a single click.

Reactivate cancelling subscriptions with a one-click discount offer

Refund a charge to a customer in the portal

Refund a customer

How to find customers receipts

Bill

Bill Retry System

Retrying payments

Transaction Errors

Billing Schedule and Timing

Subscription Status and Billing

Payment Retry System and Grace Period Management

Managing Expired Bills

Need to update subscription prices? Here’s how Sesamy can help you change prices for new or existing subscribers.

How to change your Subscription prices

Manual payments - Mark as sent

When using invoice-based billing in Sesamy, you have two options: invoices and renewal offers. This guide explains the difference, when to use each, and how payments work in Sweden and…

Invoicing and Renewal Offers

This guide shows you how to handle manual payments in the Sesamy portal - from finding new bills to marking them as paid. Manual payments let you handle billing outside…

How to manage Manual Payments

How to handle Withdrawal Requests in the Portal

Withdrawal Requests

Overviews regarding billing and payment processes

Billing and payments

Overview

Products

Subscriptions

Single Purchases

Analytics Definitions

Payments

A guide to Sesamy's financial reports, when each one is published, which to use for reconciliation, revenue recognition, VAT, and bookkeeping.

Financial Reporting Overview

Users

Q&A Reports

How to set up a Paywall

Paywalls

Create a Public link

Public link

How to send over PDF designs for postal sendouts — you supply the full PDF, we stamp the recipient address and payment block on top.

Preparing Your PDF Documents for Our Postal Mail Service

Sendouts and renewal offers

Go to Sesamy.com

Go to main website

Go to the Sesamy store page

Go to your Sesamy user account

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.