Builder resource

The Global SaaS

Stripe + Avalara + Klaviyo, wired through Plandalf for VAT-correct checkouts.

Charge the right VAT in 30 countries without writing tax logic, and follow up with the right receipt.

Next.js for the site, Plandalf for the upgrade flow, Stripe for the charge, Avalara for the live VAT lookup at checkout, and Klaviyo for the lifecycle emails — including the tax-receipt follow-ups.

Built for: SaaS selling to the EU and UK

This page is the builder map: patterns, responsibilities, recipes, and product decisions for adding Plandalf to this commerce stack.
The Numi tax settings screen showing tax configuration.
Tax settings keep checkout totals and post-purchase records connected to the stack.
The Numi integrations settings page showing Stripe, PayPal, Stripe test mode, TaxJar, and Avalara connection options.
Payment processors and tax services are configured in the app before checkout traffic reaches production.

Architecture

Treat Plandalf Offers as the commerce layer between the sales page, the buying moment, and the payment processor. Your stack owns the audience and fulfilment experience. Plandalf owns offer configuration, checkout state, pricing rules, buyer identity, invoices, and the events that drive follow-up.

Stage System Handoff
Site Next.js Plandalf opens from that page with the selected offer context.
Checkout Plandalf Plandalf validates the offer, applies pricing logic, and emits checkout events.
Tax Avalara Plandalf Automation asks Avalara for the tax result and writes it back to the checkout total.
Payment Stripe Plandalf sends the payment request to Stripe, then records the completed purchase event.
Email Klaviyo Plandalf Automation sends the event and customer fields to Klaviyo.

How This Stack Makes The Sale Work

The Global SaaS is useful when each tool has a clear job: the audience surface creates intent, Plandalf turns that intent into a configured offer, Stripe collects payment, and the follow-up tools receive the purchase context they need.

Choose The Pattern

Start by deciding which business moment you are building. The stack changes depending on whether checkout starts from a sales page, a launch campaign, an offer page, a checkout template, or an existing product catalog.

Build The Offer Layer

The offer is the commercial object your product points at. It should describe what the buyer can purchase, how checkout appears, which price rules apply, what invoice gets recorded, and what automation happens after purchase.

The Numi offer editor with layout, product, theme, automation, invoice, and settings controls.
The offer editor is where the checkout surface, products, automation, invoices, and display mode come together.

Wire The Buying Moment

The stack should decide when the buyer is ready. Plandalf should decide what the checkout means. Keep the page, campaign, or offer focused on the buying moment, then let the offer carry the checkout mode, product, price, invoice, and automation context.

On the offer pageUse for hosted checkout pages, launch pages, pricing pages, and checkout templates.
Inside the campaignUse for coupons, deadline funnels, order bumps, upsells, save offers, and lifecycle sequences.
After purchaseUse when fulfilment, invoices, receipts, CRM updates, tax context, or email follow-up need the same purchase event.
The Numi tax settings screen showing tax configuration.
Tax settings keep checkout totals and post-purchase records connected to the stack.

Plan The Data Contract

The useful part of a commerce stack is not the button. It is the agreement between the offer, Plandalf, the payment processor, and follow-up tools about which object owns each piece of commerce state.

Object Primary owner How Plandalf uses it
Customer Your app Receives identity and buyer fields so checkout and follow-up stay attached to the right person.
Offer Plandalf Packages products, prices, checkout mode, invoices, coupons, bumps, upsells, and confirmation state.
Product and price Shared Use stable keys so app entitlements, invoices, and automation events point at the same commercial object.
Payment Stripe Plandalf keeps checkout and invoice context while the processor handles the charge.
Purchase event Plandalf Starts fulfilment, CRM updates, lifecycle sequences, receipts, and internal notifications.

Product Surfaces This Stack Depends On

These screenshots come from the product surfaces behind The Global SaaS. They show the Plandalf records and controls a builder should configure before sending buyers from Next.js into checkout.

The Numi tax settings screen showing tax configuration.
Tax settings keep checkout totals and post-purchase records connected to the stack.
The Numi integrations settings page showing Stripe, PayPal, Stripe test mode, TaxJar, and Avalara connection options.
Payment processors and tax services are configured in the app before checkout traffic reaches production.
The Numi offer settings payment controls showing checkout payment configuration.
Payment options belong beside the offer, so the seller can review checkout methods before launch.
The Numi offer invoices records view showing customer invoice rows and payment status.
Invoice records preserve the buyer, line item, payment state, and support context after purchase.
The Numi offer invoices page showing invoice status, customer, amount, and line item information.
Invoices preserve the commercial record after checkout, including line items and status.
The Numi offer editor with layout, product, theme, automation, invoice, and settings controls.
The offer editor is where the checkout surface, products, automation, invoices, and display mode come together.
The Numi sales flow builder showing checkout pages and flow structure.
Sales flows keep the buying path visible before traffic moves from the campaign into checkout.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automation is configured beside the offer, so purchase-triggered workflows stay attached to the buying surface.
The Numi automation integrations screen showing connected workflow destinations.
Automation integrations make the post-purchase handoff visible instead of hiding it inside campaign code.

Build Recipes

Use these like product-specific implementation notes: choose the selling moment, configure the Plandalf surface, then link into the exact features, integrations, sequences, and docs needed to ship it.

The Numi product price row configured as a subscription price.
Subscription prices keep renewal and lifecycle context attached to the product record.

Launch an upgrade path from the app or marketing site

Outcome: A founder can sell a plan, seat, workspace, add-on, or API package with a checkout that still preserves app identity.

  1. Create stable products and prices for the plan or add-on before wiring the upgrade button.
  2. Use hosted checkout from the pricing page or SDK checkout from inside the app, depending on where intent happens.
  3. Pass customer identity and metadata so the purchase can be reconciled with the right account.
  4. Grant access only from the completed purchase event, webhook, or sequence.
The Numi Stripe payment methods settings page showing card, wallet, bank transfer, and buy now pay later options.
Stripe payment methods let sellers choose which cards, wallets, bank transfers, and pay-later options appear in checkout.

Connect payments without making Stripe the product UI

Outcome: Stripe collects the charge, while Plandalf keeps payment options, checkout context, invoices, and automation visible to the seller.

  1. Connect Stripe and choose which payment methods should appear in checkout.
  2. Attach payment options to the offer instead of hiding them in one-off processor links.
  3. Run a test session before moving production traffic to the upgrade path.
  4. Compare the pattern against Stripe Checkout when deciding where commercial controls should live.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automation is configured beside the offer, so purchase-triggered workflows stay attached to the buying surface.

Fan out purchase events into product operations

Outcome: The same SaaS purchase can update entitlement, send a receipt, notify the team, and start onboarding.

  1. Treat the purchase event as the source of truth instead of the front-end success state.
  2. Route fulfilment into a custom API, webhook, or automation sequence.
  3. Send invoice email separately from product onboarding and lifecycle messaging.
  4. Use invoice records to keep support, finance, and product state aligned.

Compare The Pattern

A commerce stack is different from a processor-only checkout, a marketplace storefront, or a standalone funnel tool. Use these linked comparisons when a builder is deciding whether Plandalf Offers should sit between the sales surface, payment processor, and follow-up tools.

Linked Implementation Map

Use this map when The Global SaaS turns from an idea into implementation work. Every linked feature, integration, docs page, workflow, comparison, template, and tool is a next step a builder or agent can follow from this stack.

Operational Recipes

These are the practical recipes a builder usually needs after the checkout opens. They stay product-level: Offers, Automations, integrations, invoices, sequences, and payment events explain the workflow before any tool-specific setup.

Builder Checklist

Before shipping the integration, verify these decisions. If one is unclear, the checkout may open, but the business workflow after purchase will still be brittle.

01Offer selectedEvery buying moment points to a clear offer, not an improvised payment link.
02Identity mappedYour product can reconcile the buyer, customer, workspace, account, or entitlement after purchase.
03Event path chosenFulfilment starts from a purchase event or sequence, not from a front-end success screen alone.
04Records preservedInvoices, line items, payment state, and customer fields are available for support and reporting.

Next Steps

Automation sequences

Affiliate sale tax reconciliation Attach affiliate attribution, tax calculation, payment context, and reporting records to the same completed checkout event. Invoice issued record sync Send invoice, customer, and payment records to email, CRM, and operations systems after checkout or renewal.

Templates

Webflow + Stripe Checkout A ready-to-clone Plandalf checkout template designed for Webflow sites paying via Stripe.

Use cases

Career coaches & advisors Sell sessions, packages, and cohort programs on a checkout that matches your coaching practice. Consultants & agencies Take the deposit when the client says yes. Bill the retainer on day one. Stop chasing invoices. Solopreneurs A practical checkout system for one-person businesses selling digital products, services, subscriptions, and small launches. Tour operators & travel planners Itineraries, deposits, and tour add-ons on a checkout that feels like a passport stamp — not a portal. Indie devs & vibe coders Skip the Stripe boilerplate, the webhook plumbing, the receipt template. Ship the app.

Features and docs

Offers product Checkout pages, embedded offers, products, prices, coupons, bumps, upsells, and invoices. Automations product Purchase-triggered workflows for CRM, email, fulfilment, records, and handoff. Sequences Events that fire after checkout, payment, subscription, and lifecycle changes. Payment integrations Stripe, PayPal, payment options, invoices, and payment event routing. Offers docs How Offers packages products, prices, checkout layouts, and conversion elements. Hosted checkout docs Hosted and embedded checkout setup, test sessions, and preview sessions. Stripe docs How Stripe connects and what events Plandalf listens for. Webhook docs Checkout, payment, and subscription events for custom automations. Tax Taxes Avalara Taxes TaxJar Taxes Stripe integration Payments

Feature detail