CRM actions - How to use stripe on time charge

This guide will walk you through the steps to use Stripe on time charge

1. Click "Marketing"

Click

a2. Click "workflows"

Click

3. Click "Create Workflow"

Click

4. Click "Continue"

Click

5. Click "Add your first action"

Click

6. Select "Stripe one time charge"

This action initiates a charge in Stripe for a fixed amount to a specific customer within your Stripe account.

Select

7. Input "Action Name"

You can enter a name for the action in this field.

Input

8. Input "Stripe customer id"

Specify the customer's Stripe ID to ensure the payment is sent to the correct contact.

Input

9. Input "Description"

Provide a brief explanation of the contact and the payments they will be making. This will help other assigned users understand the action.

Input

10. Input "Amount"

Enter the amount you wish to charge the contact in the provided space.

Input

11. Select "Currency"

Select the desired currency for the charge.

Select

12. Click "Save action"

Click

13. "Stripe one time charge" is added

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