Stripe Integration

Stripe is a premium integration available to customers on the Pro plan or higher. Learn about the benefits and how to upgrade your account in this article.

CallRail's Stripe integration allows you to directly bill companies for their individual usage in your CallRail account each month. The credit card you enter for your account covers your upfront usage with CallRail, then you can send invoices to each of your clients using the credit card information they enter into Stripe.

Use this article to learn how to:

  • Integrate CallRail with Stripe

Getting Started

Customer invoicing must be enabled in your account before you can access the Stripe integration. Customer invoicing and the Stripe integration are only available to accounts on the Pro plan or higher.

Stripe charges a processing fee of 2.9% + 30 cents for each successful card charge through their system. This fee is deducted automatically from your payments within their platform.

International credit cards are charged an additional 1% through Stripe. If currency conversion is required, a 1% conversion fee will also apply.

Learn more about customer invoicing in this help article.

Integrating with Stripe

Any administrator on the account can activate the Stripe integration. You'll want to ensure the Stripe integration is active before your Manager users add their credit card information to your CallRail account (if you'd like to bill them for their call tracking usage using Stripe).

  1. Click the account drop-down at the top of the page, then click Manage Account

    manageaccount.png

  2. Choose Customer Invoicing from within the Companies list on the left menu.

    Screen_Shot_2017-11-13_at_10.16.47_AM.png

  3. Click Learn More beneath the Stripe integration heading.

    Screen_Shot_2017-11-10_at_1.49.39_PM.png

  4. Sign into the Stripe account you'd like to use with the integration. Then, click Authorize on the integration page.

    Screen_Shot_2017-11-10_at_2.37.16_PM.png

Adding a Company's Credit Card

Once the Stripe integration has been turned on for your agency, your Manager users can enter the credit card information for their company. For privacy and security purposes, only Managers will be able to add credit card information to their company.

Use this set of instructions if you're a Manager adding credit card information to your company.

  1. Click the account drop-down at the top of the page, then click Manage Account

    manageaccount.png

  2. Choose Customer Invoicing from within the Companies list on the left menu.

    Screen_Shot_2017-11-13_at_10.16.47_AM.png

  3. Find the company where you'd like to add your credit card information and click Edit (pencil icon)on the righthand side of the page.

    Edit.png

  4. Fill out the form with your credit card details and click Save when finished.

    screenshot_1068.png

Viewing Your Payments in Stripe

Once your companies have entered their credit card information into CallRail, you'll be able to view their payments that have been processed using Stripe. Use these instructions to view the payment information for each of your CallRail companies in Stripe.

  1. Log into your Stripe account, and select Payments in the left menu.

    screenshot_1015.png

  2. A table will appear that displays the amount and description for each invoice Stripe has processed. Your customer's company name displays in the description box so you can match your customer's invoices with their company in CallRail.

    screenshot_1010.png

Have more questions? Submit a request

Comments

Need additional help? Ask our Community!