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Workflow Action: Stripe One-Time Charge

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.

Table of Contents​

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.