Charge customers
Charge a saved card for any amount, once or on a recurring schedule, with a note about what it's for.
Stripe Payments & Billingby BillJean
Stripe billing on every contact.
See a contact's Stripe charges, invoices and saved cards right from the CRM. Charge a card or send a payment link in a few clicks, without logging in to Stripe or asking anyone whether the customer paid.
What your team gets
Everything about a customer's billing, on the contact.
BillJean links each CRM contact to its Stripe customer. After that, anyone you give access to can see and act on that customer's billing.
Send payment links
Email a Stripe payment link for a set amount, or resend the link for an open invoice.
Manage cards on file
See saved cards and expiry dates, set the default, add a new card or remove an old one.
Full billing activity
Charges and invoices with status and dates. Filter by charges, invoices, failed or refunded.
Auto-match contacts
Link contacts to Stripe customers in one click by email, email domain, company name and website. Search to link the rest.
One click from the contact
Each contact shows its BillJean status and a link to its billing page under Additional Info.
See it
A billing page for every contact.
Payments, an overview and recurring billing in tabs, with the actions your team uses most at the top.
Setup
Running in about ten minutes.
The getting started guide walks through each step with screenshots.
- 01Agency adds one line of code
Paste the BillJean script into Custom JS under your agency's White Label settings, once for all sub-accounts.
- 02Connect Stripe
The sub-account admin opens BillJean from the sidebar and connects Stripe through Stripe's own authorization page.
- 03Choose who has access
Pick which agents can see and act on Stripe billing. Change it any time in Settings.
- 04Auto-match and go
Run Auto-Match to link contacts to Stripe customers, review anything uncertain, and you're done.
- A.Stripe's own authorization
You connect through Stripe's sign-in page. We never ask for your Stripe password, and you can revoke access from Stripe at any time.
- B.No card numbers
Card details stay with Stripe. BillJean shows only the brand, last four digits and expiry.
- C.Access you control
Only the agents you choose can see billing data. Everyone else in the sub-account can't.
- D.Your data stays yours
We don't sell customer data, and we don't use it for advertising.
We'll set it up with you, free.
Free walkthrough
Book a 20-minute Google Meet and we'll install it on your account together. Or email hello@billjean.com.
Book a time