Manage Stripe Information in BoldDesk

Accessing Stripe information with BoldDesk:

After installing the Stripe app in BoldDesk®, you can view Stripe account information on ticket, chat, and contact pages.
To view Stripe information in a ticket:

1. Open a ticket to view the details.
2. Click Apps in the right sidebar and open the Stripe app.
3. Click the tabs to view the Stripe information of the ticket’s requester.
4. Select a customerID.
   
   
5. Select the Subscription tab to view the list of subscriptions respective customer then,select a subscription ID to view detailed Information on the subscription.
   
   
6. To get the customer’s latest invoice, select Invoice Details.
   
   
7. To get the invoice history, select the Invoice tab.
   
   

Subscription cancellations for Stripe

Stripe customers can cancel subscriptions and process refunds based on certain conditions. Subscription cancellation is allowed under these circumstances

• The customer has not made any payment.
• The subscription was already marked as cancelled.

Steps to cancel a subscription

1. Open the Stripe app by selecting the Appsoption in the sidebar.
2. Navigate to the Stripe tab to view all connected accounts.
3. Choose the desired customer name and select the subscription you wish to cancel.
4. Click Cancel Subscription to initiate the cancellation. Options allow you to cancel immediately, on a custom date, or at the end of the subscription period.
5. Select Total Amount Refund if you intend to provide a refund along with the cancellation. It can be either prorated or the last payment amount based on the subscription information.
6. Click Cancel to submit the cancellation:
   a.If the last payment amount is selected for a refund, then that amount will be processed and refunded.
   b.If a prorated amount is selected for refund, then the amount for the unused time in the subscription will be refunded.
   
   

Subscription refunds for Stripe

BoldDesk® simplifies the refund process for subscriptions. If a customer has not made a payment for a subscription, the refund option will be unavailable, as there is no money to refund in such cases.
BoldDesk® also allows for partial refunds, enabling you to refund a specific amount, which should be less than or equal to the amount for which the customer is eligible.

Steps to process a refund

1. Click on the Apps option in the sidebar and open the Stripe app.
2. In the Stripe tab, select the customer and subscription you wish to refund.
3. Click Refund Subscription to begin the refund process.
4. Select the Reason for the refund.
5. Click Refund to complete the process.
   
   

Pause payment in Stripe

Pausing payment collection is often used to offer your services for free temporarily. This is sometimes referred to as a grace period. If a customer needs additional time to pay or can’t pay for one or more billing cycles, you may come to an agreement to enact this grace period.

Follow these steps to pause payment in Stripe:

1. Click on the Apps option in the sidebar and open the Stripe app.
2. In the Stripe tab, select the account followed by the customer and select the subscription for which you wish to pause payment.
3. Select the duration and reason for the payment pause.
4. Click Pause Payment to begin the pause.
   
   

Resume collecting payment for Stripe subscription

To resume collecting payments and update a subscription:

1. Click Apps in the sidebar and open the Stripe app.
2. In the Stripe tab, select the account followed by the customer and select the subscription for which you wish to resume payment collection.
3. Click Resume Payment to end the payment pause.
   
   

Download invoices and receipts for subscriptions in Stripe

1. Invoices can be downloaded only when the invoice has been paid or opened.
2. Click Download invoice or Download receipt to view those details.