Before your first order: configure billing and choose a plan
The two admin-only steps that gate your first shipment: set billing details in Stripe and pick a plan. Where to find them and what to enter.
After you sign up and verify your email, two things stand between you and your first shipment: your billing details and your plan. Both are set under Company Account in Settings, and both are admin-only. If you don't see these screens, ask an admin on your account to set them up. See Roles explained: Admin, Editor, Viewer.
To open Settings, click your account menu in the top-right corner of the portal, then choose the settings option. The left sidebar splits into Your Preferences and Company Account.
1. Configure billing
In Settings, under Company Account, open Billing.
Click Edit Billing Information. This opens the secure Stripe customer portal in a new view.
In Stripe, add your legal company name, billing address (including country), tax or VAT ID if you have one, and a payment card.
The country on your billing address is what lets Raal calculate the right tax on your orders. For the full walkthrough, see Setting up your billing details and Adding and changing your payment method.
The Billing screen also has a few optional toggles: Enable one-time cards (lets you pay with a one-off card at checkout instead of a saved card) and two switches that show the currency value of OPS in the portal and on invoices. You can leave these at their defaults for now.
2. Choose a plan
In Settings, under Company Account, open Plans.
Pick a billing period (Billed monthly or Billed yearly) and your currency.
Choose a tier:
Pay as you go is free, with no monthly fee. You pay per shipment. Good for the occasional order.
Starter, Pro, and Business are subscriptions. Each includes a monthly OPS allocation and a lower per-shipment cost, and unlocks OPS-based payment options. On these tiers, you also pick how many OPS you want each month.
Not sure which to pick? See PAYG vs subscription: which is right for you and Subscription plans explained. To learn what OPS are, see What are OPS credits and how do they work?
If you see "Billing not configured"
Until your billing details are set, a Billing not configured banner appears on your dashboard and when you try to place an order, and checkout is blocked. Completing step 1 above clears it.
Who can do this
Only Admins can edit billing and change the plan. Editors can place and manage orders once the account is set up, and Viewers can only look. See Roles explained: Admin, Editor, Viewer.
You're ready
With billing set and a plan chosen, you can place your first shipment. See How to place a shipment order.