Stripe

Connect Stripe and a draft can answer billing questions with the customer's real subscription: which plan they are on, what it costs, whether it renews or ends, and whether a payment failed. Overdesk only reads from Stripe. It never charges a card, cancels a plan or issues a refund.

Customer context is part of the Pro and Scale plans, and of the free trial. See Overview for how lookups work.

What a draft can cite

• The customer's name as Stripe has it, found by the address they wrote in from.
• Their subscriptions, up to 5, including cancelled ones, which are usually what the question is about. Each shows the plan, its status (for example active, payment past due or cancelled), the price, and the next renewal date or the day it ends.
• Their recent invoices: what they paid and when.

Connect Stripe

1. In Stripe, go to Developers, then API keys, and create a restricted key with Read on Customers, Subscriptions and Invoices, and nothing else.
2. Make it a live mode key. A test mode key connects without complaint and then finds none of your real customers.
3. In Overdesk, open Integrations and choose Stripe.
4. Paste the key into Restricted key and click Connect.

Overdesk accepts a restricted key only. It turns away your secret key, which could also charge and refund, and your publishable key. Once connected, the Stripe page shows the account name and whether the key is in live or test mode.

Without Invoices access

Invoices is the one optional permission. A key without it still connects, and drafts cite subscriptions without payment history. The Stripe page then shows Payment history is not included.

To turn payment history on, edit the restricted key in Stripe and give it Read on Invoices. Then click Disconnect on the Stripe page in Overdesk and connect again with the same key. Disconnecting Stripe removes only the stored key.