Integrations Stripe · 12 actions

Stripe + Pengo: Subscriptions, invoices and failed payments, handled in chat

Pengo reads a verified customer's subscriptions and invoices, resends invoices, refunds payments, adds account credit, and skips, pauses, resumes, cancels or retries payments. Coupons and plan changes come only from the lists you approve. Included on Business, Plus and Enterprise.

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Business+ · Works with Pengo Actions

A verified customer asked; Pengo prepared the change and a teammate approved it from the inbox.

01 Pengo Actions

What Pengo can do in Stripe

12 actions, each with its own setting. Pengo does what you allow and nothing else.

  • Look up billing

    Auto

    Reads a verified customer's subscriptions, recent invoices and failed payments.

    • A customer asks when they'll next be charged
    • Someone wants to know which plan they're on
    • A teammate checks for a failed payment before replying

    Looks something upStarts on AutoVerified customers onlyTeammates can run itNo credits

    Modes: Off · Auto

  • Skip the next payment

    Ask first

    Skips one billing cycle on a subscription; billing resumes on its own after.

    • A customer is travelling and asks to skip August
    • A seasonal business wants a month off without cancelling
    • A customer short on cash asks to skip one payment

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it5 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Pause a subscription

    Ask first

    Pauses billing on a subscription until the customer asks to resume.

    • A customer wants a break instead of cancelling
    • A customer is moving house and needs a pause
    • A team wants to stop billing while a project is on hold

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it5 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Resume a subscription

    Ask first

    Restarts billing on a paused subscription.

    • A customer is back and wants their plan again
    • A paused customer asks to restart early
    • A customer resumes after a seasonal break

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it5 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Cancel a subscription

    Ask first

    Cancels a subscription at the end of the paid period, so the customer keeps access until then.

    • A customer asks to cancel their plan
    • A customer doesn't want to renew next month
    • A customer cancels after a pause didn't help

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it10 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Retry a failed payment

    Ask first

    Charges the card on file again for an open invoice, for example after the customer updates their card.

    • A customer has just updated an expired card
    • A payment failed and the customer asks you to try again
    • A customer topped up their account and wants the invoice paid

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it5 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Refund a payment

    Ask first

    Refunds a verified customer's payment, in full or in part, back to the card they paid with.

    • A customer was charged twice this month
    • A customer asks for their money back within your refund window
    • A partial refund for a service problem

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it10 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Resend an invoice

    Ask first

    Emails a customer's open invoice to them again, or shares its payment link.

    • A customer can't find the invoice email
    • Accounts payable needs the invoice sent again
    • A customer wants to pay an open invoice today

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it2 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Apply a coupon

    Ask first

    Adds one of the coupons you've approved to a customer's subscription; Pengo can never make one up.

    • A customer about to cancel is offered your save-the-sale discount
    • A customer missed a promotion and asks for it
    • A loyal customer gets your thank-you coupon

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it10 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Add account credit

    Ask first

    Puts credit on a customer's balance that comes off their next invoices.

    • A goodwill credit after an outage
    • Making up for a late delivery without a refund
    • Crediting a customer for an unused add-on

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it10 credits per run

    Modes: Off · Team only · Ask first · Auto

  • Change plan

    Ask first

    Moves a customer's subscription to another plan you've approved, with the proration you choose.

    • A customer outgrows their plan and wants to upgrade
    • A customer wants a cheaper plan instead of cancelling
    • A team switches from monthly to yearly billing

    Makes a changeStarts on Ask firstVerified customers onlyTeammates can run it10 credits per run

    Modes: Off · Team only · Ask first · Auto

02 You stay in control

Changes wait for your yes

Cancel a subscription starts on Ask first. Pengo prepares it, tells the customer it’s with the team, and a teammate approves or rejects it right in the conversation. Pengo then lets the customer know.

Prefer Pengo to just do it? Switch any action to Auto. Want it never to happen? Switch it Off. How Pengo Actions work

03 Setup

Connect Stripe in three steps

No code. Most teams are done in a few minutes.

Step-by-step guide
  1. 01

    In Pengo, open Settings › Integrations › Stripe and choose your website.

  2. 02

    Click Connect with Stripe and approve it, or paste a restricted key with the scopes Pengo lists.

  3. 03

    In Intelligence › Actions, choose which billing changes Pengo makes on its own and which wait for your approval.

04 Questions

Stripe FAQ

What can Pengo do in Stripe?
Look up billing, share an invoice link, skip the next payment, pause a subscription, resume a subscription, cancel a subscription, retry a failed payment, refund a payment, resend an invoice, apply a coupon, add account credit and change plan. Pengo reads a verified customer's subscriptions and invoices, resends invoices, refunds payments, adds account credit, and skips, pauses, resumes, cancels or retries payments. Coupons and plan changes come only from the lists you approve.
Does Pengo make changes in Stripe on its own?
Lookups run on their own. Skip the next payment, pause a subscription, resume a subscription, cancel a subscription, retry a failed payment, refund a payment, resend an invoice, apply a coupon, add account credit and change plan wait for a teammate’s approval by default. You can set each action to Auto, Ask first, Team only or Off in Intelligence › Actions.
How does Pengo know it’s talking to the right customer?
Look up billing, share an invoice link, skip the next payment, pause a subscription, resume a subscription, cancel a subscription, retry a failed payment, refund a payment, resend an invoice, apply a coupon, add account credit and change plan are only for customers whose identity is verified, for example signed in to your site with identity verification.
Which plans include Stripe?
Stripe is included on Business, Plus and Enterprise, alongside Pengo Intelligence.
Can my team run Stripe actions themselves?
Yes. While chatting, a teammate clicks Actions in the inbox and runs look up billing, share an invoice link, skip the next payment, pause a subscription, resume a subscription, cancel a subscription, retry a failed payment, refund a payment, resend an invoice, apply a coupon, add account credit and change plan in one click, with the customer and order already filled in. Pengo drafts the reply to the customer.
How many AI credits does a Stripe action use?
Look up billing and share an invoice link use no credits. Changes are a flat number of credits per run: skip the next payment 5, pause a subscription 5, resume a subscription 5, cancel a subscription 10, retry a failed payment 5, refund a payment 10, resend an invoice 2, apply a coupon 10, add account credit 10 and change plan 10. Credits are charged only when an action actually runs, never when it fails, is rejected or expires.
How do I connect Stripe to Pengo?
1. In Pengo, open Settings › Integrations › Stripe and choose your website. 2. Click Connect with Stripe and approve it, or paste a restricted key with the scopes Pengo lists. 3. In Intelligence › Actions, choose which billing changes Pengo makes on its own and which wait for your approval.

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