Stripe billing

Stripe Billing lets your agency automate payments, subscriptions, and metered usage for clients directly within ChatDash.

Last updated 3 months ago

Connect Your Stripe Account

  1. In the Agency dashboard, click Stripe Billing in the left sidebar.

  2. Click Connect.

  3. Enter your country code, then click Connect Stripe.

  4. You’ll be redirected to Stripe’s onboarding portal—complete all required fields before submitting to avoid disabled payouts.

  5. After submitting, you’ll be sent back to ChatDash and see a confirmation message in the Stripe Billing page.

Tip: You can verify the connection by logging in to your Stripe Dashboard—look for a new connected account.

Create Your Products

  1. In the Agency dashboard, switch to the Active Products tab on Stripe Billing page.

  2. Click Create Product.

  3. Choose a pricing model:

    • Base Subscription Fee: Flat recurring charge; optionally set a usage limit and overage fee.

    • Usage Based: Metered billing (charged by usage metric).

    • One-Time: Single invoice, charged once.

  4. Fill in product details:

    • Name and Description

    • Price / Unit Amount

    • Currency

    • Billing Period

    • Tax Inclusion

      • For Stripe to automatically calculate taxes, Stripe tax has to be configured for your connected account. Navigate to the tax page in your Stripe dashboard.

      • Yes: The price you set for your product is the price with tax already included. So clients will be charged the amount you set.

      • No: Tax is not included in the price you set so the client will be charged the price you set plus tax for the client’s country. (e.g. $25.00 + tax)

    • Usage Metric:

      • Interactions for text-based agents.

      • Minutes for voice-based agents (Stripe displays usage in seconds—ChatDash handles the conversion).

      • Conversations for all platforms.

      • Value-Based for Retell, Vapi, and ElevenLabs. This is for tracking custom analysis fields (only boolean) agency set up in the platform for their agent. Learn more.

  5. Click Create—the product is now available for assignment.

Create Subscriptions

  1. In the Agency dashboard, switch to the Subscriptions tab on Stripe Billing page.

  2. Click Create Subscriptions.

  3. Select the client, agent, and product and set a billing start date.

    1. When more than one agents are selected, this will create one subscription for the client instead of multiple subscriptions (one for each agent). Learn more.

  4. Check Collect tax automatically and input the client’s country and postal code (if asked)

  5. Select a coupon if you want to add.

  6. Click Create Subscription.

All setup is done on the agency side—clients cannot access anything in their dashboard until they've added payment.

Client Payment Flow

  • When clients log in, they will see an Add Payment button.

  • They must add a card before accessing their dashboard.

  • Once added, their subscription or metered charges will bill automatically each cycle.

Clients can review subscription details in Subscription Details on their dashboard.

Client Payment Failure

Client’s dashboard access will be blocked when subscription cancels after payment failure.

To block client’s dashboard access, navigate to Stripe dashboard → Select connected account → Settings → Billing → Subscription and Emails → Manage failed payments for subscriptions. Customize the number of times you want to retry failed payments and select cancel subscription for subscription status if all retries for a payment fail.

You can reactivate the client account anytime but note that the subscription will remain cancelled. You can create a new subscription for this client.

Charging One-Time Products

  1. In the Agency dashboard, Stripe Billing → Invoices.

  2. Click Create Invoice.

  3. Select the Client and the One-Time Product.

  4. Choose Auto-charge (immediate payment to client’s card on file) or Request Payment (email invoice).

  5. Click Send.

Note: Request Payment requires the client’s admin member to have a valid email on file.

Billing Cycle Overview

Base subscription fee only

An invoice is generated and payment is collected at the start of each billing cycle.

Usage-based products

  1. Stripe meters your usage throughout the billing period according to the meter configuration.

  2. At the end of the period, usage is aggregated into a single total.

  3. That total is billed on the invoice generated at the start of the next billing cycle.

Mixed subscriptions (base fee + overage fee)

At the start of each cycle, one invoice combines:

  1. The base subscription fee for the new period

  2. The previous period’s aggregated usage charge

So your clients will only be charged for the base subscription fee on the first cycle.

Value-Based Metric

Agency has to have boolean analysis fields set up for their agent. You can add it in the platform’s site.

  1. Create a product in product creation page.

  2. Select the metrics as Value-Based and create product.

  3. Now when creating a subscription, select the value-based product.

  4. Select the custom analysis field you want to track.

    (e.g. When appointment_booked = true is selected, you will charge your clients for every conversation that successfully booked an appointment)

One Subscription for Multiple Agents

Creating a subscription for multiple agents will apply the same product configuration across all selected agents.

This means if a $25/month + $0.05/minute product is assigned to 3 three agents a client has, only one subscription will be created and the client will be charged $25 + (0.05 * total minutes for all three agents) once per month.

Scheduled Subscription

Subscriptions that have a starting date in the future will be shown in under the Scheduled section

Coupons

Create Coupons

  1. In the Agency dashboard, switch to the Coupons tab on Stripe Billing page.

  2. Click Create Coupon.

  3. Fill in coupon fields:

    • Name

    • Discount Type (Percentage or Fixed Amount)

    • Percentage/Amount Off

    • Currency

    • Duration

      • Once

      • Forever

      • Multiple Months

  4. Click Create—the coupon is now available for assignment.

Assigning a coupon to an existing subscription:

  1. Navigate to Stripe Billing → Subscriptions

  2. Click on the dropdown button and an Add Coupon button will appear.

  3. Select the coupon and apply.

When a coupon is applied, the Add Coupon will be changed to Remove Coupon.

Tax Collection

When creating a new subscription, follow the Assign Products to Clients steps above to enable collecting tax.

Stripe Tax has to be configured in your Stripe Dashboard for Stripe to collect tax automatically. Navigate to the tax page in your Stripe dashboard.

When enabling tax collection for existing subscription

  1. Navigate to Stripe Billing → Subscriptions

  2. Click on the dropdown button of the subscription and an Enable Tax Collection button will appear.

  3. If Stripe does not have the client’s address information, we will ask you to input the country and postal code for the client.

  4. Click on Enable Tax Collection

For disabling tax collection for existing subscription

There will be a Disable Tax Collection button instead of Enable Tax Collection.

FAQ