Charge Product For a Customer

Estimated Time of Completion: 1 hour

Stripe allows you to manually charge customers for products or set-up subscriptions and then process them with either a brand new card you can enter in yourself or a card that the customer currently has on file.  

Just let your Doer know the customer on the file you want to charge or give them the new customers details and they’ll be able to enter it for you. 

Then advise on the product and price and the payment will be processed right away.

Disclaimer: This will depend on how many manually charged customers for products or setting up of subscription you are asking your Doer to complete.

TO BRIEF YOUR DOER:

  • If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
    •  You'll need to describe the task. We'd recommend 'Charge Product For a Customer: OTT0020'
    • Assign the To-Do to your Doer
    • Set Due Date
    • Add notes:
      • You can provide your Doer with this URL in order to provide them with context on the task. 
      • Advise your Doer on the name of the product that you'd like to be charged to the customer.
      • Let your Doer know when you want this charge to occur.
      • Add in any other notes or requirements that might be relevant to the task
      • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.