How to Manage Payments From Your Email Client?
Yes, you read that right. You can view, charge, refund, and cancel customer's payments from your email!
If you process online payments, whether it is for an e-commerce, SaaS, or something else, you will inevitably need to manage billing requests. Anything from charging customers, adding coupons, refunding orders, sending invoices, etc.
And what do customers use most when they want to communicate with a company? Email. So why has there been a disconnection between payment processors and customer service tools? It beats me. But, here's where Missive enters the game and bridges the gap with the help of ChargeDesk.
ChargeDesk is a billing toolkit that connects to Missive as an integration. It's the perfect way to match billing and customer support.
With the ChargeDesk integration, you can:
- See a customer's payments next to their support tickets
- Refund charges
- Cancel subscriptions
- Create new charges (either by invoicing the customer or charging a card on file)
- Create new subscriptions
- Authorize and capture payments
- Manage coupons
- Send payment reminders
- Edit customer details, including adding tax numbers
- Securely update a customer's credit card on file
- Receive notifications and manage your customers on the go with their mobile apps
When you connect ChargeDesk to Missive, you will be able to manage payments from:
- Payments MB
- Your custom system
How do you set up ChargeDesk in Missive?
Create a ChargeDesk account. You can take advantage of their 14-day free trial.
Once that's done, you will need to select a payment processor (Stripe, WooCommerce, etc) and the select Missive from the helpdesks list.
Continue the account creation process.
Open Missive and go to Settings > Integrations > Add integration > ChargeDesk
Share the integration with your team if needed.
Open the fourth column and select the integration. Enter your ChargeDesk email and password.
From this point on, whenever an email address matches a record in your payment gateway, you will see the information displayed in the ChargeDesk integration inside Missive.