How to view a customer's charges in Stripe

If you customer has questions about charges on their card, it can take a few tabs and many different clicks to pull up those charges and answer questions about it.

But with the Stripe List Customer Charges steptype, you can pull in those details on the customer's charges right there in Sidekick, without your team ever leaving the support ticket.

Title

The title appears up top in Sidekick when your team reaches this step in the flow. We recommend something simple for this steptype, like "Finding customer's charges in Stripe..."

Search Customers - Run Automatically

Check this box to immediately begin the search for the customer in Stripe using the specified email address when your team reaches this step in the flow. If checked, you'll need to use a variable to pull in the customer's email from your CRM in the next field.

Email Address

Use this field to specify the email address to be used to find the customer in Stripe. You can use the ➕ button to pull in that email from your CRM or any other system connected with FlowEQ. You can also leave this field blank for your team to fill out in Sidekick, if the previous box is left unchecked.

After the customer is found in Stripe, your team will be given an option to begin the search for any charges on their account. When those charges are found, they will be presented for your team to view in Sidekick.

Hide Field in Sidekick?

Check this box to prevent your team from seeing or changing the email address to be used to look up the customer in Stripe.

Search Changes - Run Automatically

Check this box to immediately begin the search for a customer's charges, after the customer has been found in Stripe using a given email address. If checked and this steptype is properly configured, your team will immediately see all of the customer's charges in Sidekick without additional clicks.