Connect Stripe for billing help
Connect your Stripe account so Pengo Actions can look up customers' subscriptions and invoices, and make billing changes with your approval.
Connect your own Stripe account, the one you bill your customers with, and Pengo Actions can help customers with billing questions and changes. Your team also sees the customer’s Stripe billing next to the chat.
#Connect Stripe
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Go to Settings Integrations Stripe and choose your website.
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Click Connect with Stripe and approve the connection in Stripe.
Or use a restricted key instead:
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In Stripe, go to Developers › API keys › Create restricted key. Allow Customers (read), Subscriptions (write), Invoices (write) and Payment methods (read).
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Paste the key, which starts with
rk_, into the Stripe page in Pengo and click Save key.
The page shows Connected, the account name, and whether it’s connected through Stripe Connect or with a restricted key. A test-mode key shows (test mode).
#What Pengo Actions can do
| Action | What it does | Starts on |
|---|---|---|
| Look up billing | Reads a verified customer's subscriptions, recent invoices and failed payments. | Auto |
| Share an invoice link | Finds the customer's open or latest invoice and shares its payment and download link. | Auto |
| Skip the next payment | Skips one billing cycle on a subscription; billing resumes on its own after. | Ask first |
| Pause a subscription | Pauses billing on a subscription until the customer asks to resume. | Ask first |
| Resume a subscription | Restarts billing on a paused subscription. | Ask first |
| Cancel a subscription | Cancels a subscription at the end of the paid period, so the customer keeps access until then. | Ask first |
| Retry a failed payment | Charges the card on file again for an open invoice, for example after the customer updates their card. | Ask first |
| Refund a payment | Refunds a verified customer's payment, in full or in part, back to the card they paid with. | Ask first |
| Resend an invoice | Emails a customer's open invoice to them again, or shares its payment link. | Ask first |
| Apply a coupon | Adds one of the coupons you've approved to a customer's subscription; Pengo can never make one up. | Ask first |
| Add account credit | Puts credit on a customer's balance that comes off their next invoices. | Ask first |
| Change plan | Moves a customer's subscription to another plan you've approved, with the proration you choose. | Ask first |
Change each one's mode in Intelligence › Actions. Every detail, including who each action is for, is in the Stripe actions reference.
Every Stripe action is for verified customers only. Cancellations take effect at the end of the billing period.
#Stripe in the inbox
When the visitor’s email matches a Stripe customer, the conversation’s details panel shows a Stripe section with their subscriptions and status, renewal dates and any failed payments, with a link to the customer in Stripe.
#Disconnect Stripe
Click Disconnect and confirm. Pengo Intelligence stops looking up billing and making subscription changes for this website. If the page says Stripe was disconnected from your Stripe dashboard, connect it again to keep billing help working.
Common questions
Will Pengo Intelligence cancel a subscription on its own?
Not by default. Skipping, pausing, resuming, cancelling and retrying payments wait for a teammate's approval unless you change it in Intelligence › Actions.
Which permissions does a restricted key need?
Customers (read), Subscriptions (write), Invoices (write) and Payment methods (read).
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