Stripe One Time Charge action

The Stripe One-Time Charge action in Stack allows you to automate payments by charging customers for specific events like leads, appointments, or form submissions. This feature streamlines the payment process by eliminating the need for manual invoicing. Below, you’ll find a detailed guide on how to set up and use this feature effectively.

What is the Stripe One-Time Charge Action?

The Stripe One-Time Charge action is a feature that automates billing by charging a set amount whenever a specific event occurs, such as a form submission or an appointment booking. This action leverages the customer’s Stripe ID to process payments seamlessly, removing the need for manual intervention.

Benefits of Using Stripe One-Time Charge

• Automated Billing: Automatically charge customers based on workflow triggers, eliminating manual invoicing.
• Seamless Integration: Works with Stripe for a secure and reliable payment process.
• Customizable Triggers: Charge customers based on specific conditions like appointment confirmations or form submissions.

Integrating Your Stripe Account with Stack

Before using the Stripe One-Time Charge action, ensure your Stripe account is integrated with Stack:

1. Navigate to the Settings area in your Stack account.
2. Click on the Integrations tab.
3. Select Connect to Your Stripe Account.
4. Log in to Stripe and grant access to Stack.

Once connected, your Stack account will be linked to Stripe, enabling payment processing.

Configuring Stripe One-Time Charge Action

After integrating Stripe and obtaining the necessary Customer ID, follow these steps to set up the Stripe One-Time Charge action:

Setting Up the Workflow Trigger

1. Go to Automation in Stack.
2. Select Workflows and either create a new workflow or open an existing one.
3. Click Add New Trigger.
4. Choose an appropriate trigger for your workflow, such as Form Submission or Appointment Booking.
5. Apply any necessary filters like specific forms or appointment calendars.

Adding Stripe One-Time Charge Action

1. Click the + icon to add an action.
2. Search for Stripe One-Time Charge and select it.
3. Optionally, rename the action for clarity.

Entering Customer ID

To process a charge, you’ll need the customer’s Stripe Customer ID:

• Log in to your Stripe account.
• Go to the Customers tab.
• Select the specific customer and locate the Customer ID under Details.
• Copy this ID and paste it into the Customer ID field in Stack.

If the customer doesn’t have a Customer ID, you may need to create one manually in Stripe.

Description

Provide a description for the charge to keep records organized. This could include details like “Lead Fee for Appointment Booking”. This description will also appear in Stripe for easier transaction tracking.

Amount

Enter the charge amount. If the amount varies, use the tag icon to select a dynamic value from the Custom Variable Picker for automated billing.

Currency

Select the preferred currency for the charge from the dropdown menu to ensure the transaction is processed correctly.

Save and Publish

• Click Save to apply changes.
• Enable the Publish toggle to activate the workflow.

Testing the Workflow

• Trigger the workflow by booking an appointment or submitting a form.
• Check the Enrollment History tab in the workflow builder to verify the charge.
• Log into Stripe to confirm the payment transaction.

Frequently Asked Questions

Q. Can I charge customers without a Stripe Customer ID?
No, a Stripe Customer ID is required to process payments through the workflow.

Q. What happens if the payment fails?
If the charge fails, Stripe will display an error in the transaction history, and no payment will be processed.

Q. Can I issue a refund if needed?
Yes, refunds can be processed directly within Stripe by navigating to the Payments tab and selecting the transaction.

Q. Can I charge different amounts for different triggers?
Yes, you can create multiple workflows with different charge amounts based on various triggers.

Q. Does this work for subscription payments?
No, this action is for one-time charges only. For subscriptions, use Stripe’s recurring billing options.

Overview

The Stripe One-Time Charge action in Stack allows you to initiate a single, fixed-amount charge to a customer through your Stripe account. This is perfect for collecting payments without setting up recurring subscriptions or payment plans.

Action Details

Action Name

Stripe One-Time Charge

Action Description

This action facilitates a one-time charge in Stripe for a specified amount to a chosen customer. You’ll need a valid Stripe Customer ID, the charge amount, a description, and the currency to proceed with the transaction.

How to Configure

To set up the Stripe One-Time Charge action, follow these steps:

1. Action Name:
   Choose a clear and recognizable name for the action, such as “Stripe One-Time Charge.”

2. Stripe Customer ID:
   Enter or select the Stripe Customer ID for the customer you wish to charge.

3. Description:
   Optionally, provide a brief description of the charge for your records.

4. Amount:
   Specify the amount to charge the customer.

5. Currency:
   Select the currency in which the charge will be processed.

Field Descriptions

Field Name	Description	Mandatory
Stripe Customer ID	The unique identifier for the Stripe customer	Yes
Description	A description of the charge (e.g., for tracking)	No
Amount	The amount to be charged to the customer	Yes
Currency	The currency in which the amount will be charged	Yes

Example Usage

Imagine a business using this action to charge a customer for a one-time consultation fee of $150, with the transaction processed in USD. Once triggered, the payment will be processed through Stripe and associated with the specified customer’s account.

Suggested Triggers

Consider using the following triggers with the Stripe One-Time Charge action:

• Form Submission: Automatically charge a customer upon form submission indicating readiness to purchase or request a service.
• Tag Added: Initiate a charge when a specific tag, like “Ready to Purchase,” is added to a customer’s profile.
• Appointment Confirmed: Charge customers automatically after confirming an appointment for services.
• Order Completed: Trigger a charge when an order is marked as completed.
• Email Link Clicked: Automatically charge customers who click a payment-related link in an email.

Additional Notes

• Ensure that your Stripe integration is set up in Stack before using this action.
• Verify that the Stripe Customer ID is valid to prevent charge failures.
• This action is designed for one-time payments only. For recurring payments, consider using other Stripe-related actions like subscriptions.

How to Set Up a One-Time Charge

To initiate a one-time charge in Stripe through Stack, follow these steps:

1. Create a Trigger:

   • Navigate to the Triggers section in your Stack account.
   • Set up a new trigger or modify an existing one to include the action for a one-time Stripe charge.

2. Configure the Action:

   • Within the trigger settings, select the option to add an action.
   • Choose One-Time Charge from the available Stripe actions.

3. Specify Charge Details:

   • Enter the necessary details for the charge, such as the amount and any additional notes.

4. Save and Activate:

   • Save your trigger settings.
   • Ensure the trigger is active to process charges automatically when conditions are met.

By following these steps, you can seamlessly handle one-time payments through Stripe using Stack, enhancing your payment processing capabilities.