Go-live checklist

Before going live with ProAbono — meaning managing paid subscriptions, issuing real invoices, and actually collecting payments from your customers — we strongly recommend reviewing all the items listed below.

1. Account Settings Verification

Start with a global review of your configuration:

• Subscription offer setup
• Authorized payment methods
• Unpaid thresholds and billing rules

1.1 Verify Your Offers

Ensure that:

• Offer prices are correct
• Feature amounts included in the offers are accurate

1.2 Remove Unused Configuration

Clean up elements that are no longer needed:

• Unused offers
• Obsolete offer grids
• Irrelevant features

1.3 Validate the Invoice

Make sure your invoices are complete and compliant:

• Billing address is complete (Settings > Billing)
• Logo is displayed correctly (Settings > Segment Settings)
• Intra-community VAT number is present

Note

1. ProAbono automatically calculates and applies taxes. For details, refer to the documentation.
2. For industry-specific or custom tax rates, please contact your Account Manager.

1.4 Invoice Customization

Each time a subscription renews, ProAbono issues and sends an invoice to your customers on your behalf.

You can:

• Customize the footer of your invoices with company-specific information (Tax Identification Number, share capital, legal form, registered office address, etc.) and/or activity-related mentions (legal notices, specific terms and conditions, mandatory regulatory information, or any other elements required to ensure invoice compliance)
• Send yourself a test invoice by email to validate the final rendering

1.5 Email Notifications

Configure automated emails to notify your customers based on selected events:

• Emails can be globally enabled or disabled
• Each email type can be individually configured
• You may choose not to send emails via ProAbono at all

1.6 Simulate Key Processes

Before going live, test:

• Subscription flows
• Invoice issuance
• Automated payment collection

1.7 Webhooks

Are you using webhooks?

If yes, verify that all URLs point to your production application.

1.8 URL Redirects on the Customer Portal

Are you using URL redirects?

If yes, verify that all URLs point to your production application.

1.9 Customer Portal Design

Review the visual rendering of the customer portal and, if needed, update the CSS stylesheet.

2. Testing ProAbono Before Going Live

We recommend performing several test transactions using the dummy payment gateway accounts available in your ProAbono environment.

Create a new subscription from one of your offers and test the full payment flow.

Recommended scenarios:

1. Start a paid subscription without a trial period to generate an initial invoice and immediately charge a payment method (credit card or SEPA).
2. Start a paid subscription with a trial period, without immediate payment. Optional: require payment method registration even for free subscriptions (Settings > Hosted Pages > Customer Workflows).
3. Modify a customer subscription to generate prorated adjustment lines.
4. Manually issue an invoice.
5. Cancel an invoice.
6. Process a refund for a settled invoice.
7. Perform a plan change.
8. Interrupt a subscription.

3. Going Live in Production

Prerequisites

• Configure your payment gateway Your payment gateway must be approved and connected to ProAbono. Learn more

To permanently switch your business to Production Mode, please contact your Account Manager.

Note

1. The production transition is performed on the same Business used for testing. Test data will be cleaned up before going live.
2. You will no longer have a Sandbox environment. You may create a new one from ProAbono.

Going live requires:

• Resetting test subscriptions and invoices (optionally removing customers and offers for a clean environment)
• Verification of the Business billing address to ensure valid invoices
• A connected payment gateway to enable automated invoice collection (credit card and/or SEPA)