Connecting Stripe

View billing information and manage subscriptions from your inbox.

What the Stripe Integration Does

• View customer subscriptions, invoices, and payments
• Create one-off invoices for custom charges
• Issue refunds directly from conversations
• Cancel subscriptions
• Generate customer portal links

Setting Up Stripe

• Go to Settings in the left sidebar
• Select Integrations
• Select the brand you want to connect Stripe to (each brand can have its own Stripe account)
• Find Stripe in the Apps section
• Click Connect
• Enter your Stripe Secret Key
• Click Save changes

Note: Stripe is connected per brand. If you have multiple brands, you can connect a different Stripe account to each one.

Creating a Restricted API Key

For security, create a restricted key:

• In Stripe Dashboard, go to Developers > API Keys
• Click Create restricted key
• Name it (e.g., "Helplane")
• Enable these permissions:
• Customers: Read and Write
• Subscriptions: Read and Write
• Invoices: Read and Write
• Charges: Read and Write
• Click Create key
• Copy the key and paste it in Helplane

Viewing Billing Data

When a conversation is open:

• Look for the Stripe panel in the right sidebar
• View customer's active subscriptions
• See recent invoices and payment status
• View payment history

Taking Actions

From the Stripe panel:

Create Invoice:

• Click New invoice
• Enter the amount
• Add a description (optional)
• Click Create invoice

The invoice is automatically sent to the customer's email.

Issue a Refund:

• Find the payment in the Payments section
• Click the refund icon
• Confirm the refund amount

Cancel Subscription:

• Find the subscription
• Click the menu (three dots)
• Choose Schedule cancellation (end of period) or Cancel immediately

Generate Portal Link:

Click the Portal badge next to the Live/Test badge. The link is copied to your clipboard automatically. Share it with customers so they can manage their own billing.