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After you’ve connected Stripe and created a product, you assign that product to a client to start billing them. Your client subscribes through Stripe Checkout, and the charge goes straight to your account.

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Steps

1

Open the client's Billing tab

Go to Clients, open the client, and select the Billing tab.
2

Assign a plan

Pick one of your products and assign it. Your client gets a secure Stripe Checkout link to start their subscription; once they pay, their workspace is unlocked.
3

Manage the subscription

From the same tab you can see subscription status and let the client manage their own card and invoices through Stripe’s customer portal.

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Pass through usage (Scale)

On the Scale plan you can also bill clients for what they actually use. When you create or edit a product, turn on Bill usage on top and set:
  • Markup multiplier — what the client pays per dollar of real voice + chat usage (e.g. ×2).
  • Included per period — an allowance covered by the subscription before overage is billed.
Each billing period, the client’s overage is added to their invoice automatically.
Plain subscriptions work on every plan. The metered usage passthrough is a Scale-plan feature — upgrade to turn it on.