The Stripe One-Time Charge workflow action in GHL Customer Care allows businesses to automate payments by charging customers per lead, appointment, or form…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
The Stripe One-Time Charge workflow action in GHL Customer Care allows businesses to automate payments by charging customers per lead, appointment, or form submission eliminating manual invoicing and streamlining the payment process. This guide will walk you through what this feature is, its key benefits, prerequisites, and step-by-step instructions on how to configure it.
The Stripe One-Time Charge action is a workflow automation feature that enables businesses to charge a predefined amount each time a specific event occurs. This could be a form submission, an appointment booking, or any other predefined trigger. When an event happens, the workflow automatically processes the payment using the customer’s Stripe ID, ensuring seamless transactions without manual intervention.
For example, an agency using a pay-per-lead model can automatically charge clients each time a qualified lead fills out a form, ensuring instant payments without chasing invoices.
Key Benefits of Stripe One-Time Charge Action
Below are some of the key advantages of using this feature in your workflows:
Automated Billing: Eliminates the need for manual invoicing by automatically charging customers based on workflow triggers.
Seamless Integration: Works with Stripe, ensuring a secure and reliable payment process.
Customizable Triggers: Allows businesses to charge customers based on specific conditions like appointment confirmations or form submissions.
Before Integrating Your Stripe Account with GHL Customer Care
Before using the Stripe One-Time Charge action, your Stripe account must be integrated with GHL Customer Care. Here is how you can do it:
Go to Settings area in your GHL Customer Care Sub-account location where you want to use stripe one time charge automation.
Click on the Integrations Tab.
Select Connect to Your Stripe Account.
Log in to Stripe and grant access to GHL Customer Care.
Once connected, your GHL Customer Care account will be linked to Stripe, enabling payment processing.
Configuring Stripe One-Time Charge Action in GHL Customer Care
Once Stripe is integrated and you have the necessary Customer ID, follow these steps to configure the Stripe One-Time Charge workflow action:
Create or Open a Workflow
Navigate to Automation in GHL Customer Care. Select Workflows and either create a new workflow or open an existing one.
Create or Open a Workflow (image 1 of 8)What this shows Navigate to Automation in GHL Customer Care.What this showsIllustrates the "Create or Open a Workflow" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Create or Open a Workflow" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Navigate to Automation in GHL Customer Care. Select Workflows and either create a new workflow or open an existing one. Immediately after, the guide continues: Click Add New Trigger. Scroll down to view all available triggers and select an appropriate trigger for your workflow (e.g., Form Submission or Appointment Booking). Apply filters such as specific forms, appointment calendars, or….Image 1 of 8Where to goNavigate to Automation in GHL Customer Care. Select Workflows and either create a new workflow or open an existing one.
Buttons and menus referencedAutomation
Next stepClick Add New Trigger. Scroll down to view all available triggers and select an appropriate trigger for your workflow (e.g., Form Submission or Appointment Booking). Apply filters such as specific forms, appointment calendars, or confirmation statuses.
Setting Up the Workflow Trigger
Click Add New Trigger. Scroll down to view all available triggers and select an appropriate trigger for your workflow (e.g., Form Submission or Appointment Booking). Apply filters such as specific forms, appointment calendars, or confirmation statuses.
Setting Up the Workflow Trigger (image 2 of 8)What this shows Click Add New Trigger.What this showsIllustrates the "Setting Up the Workflow Trigger" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Setting Up the Workflow Trigger" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Click Add New Trigger. Scroll down to view all available triggers and select an appropriate trigger for your workflow (e.g., Form Submission or Appointment Booking). Apply filters such as specific forms, appointment calendars, or confirmation statuses. Immediately after, the guide continues: Click the + icon to add an action. Search for Stripe One-Time Charge and select it.Image 2 of 8What to chooseClick Add New Trigger. Scroll down to view all available triggers and select an appropriate trigger for your workflow (e.g., Form Submission or Appointment Booking). Apply filters such as specific forms, appointment calendars, or confirmation statuses.
Buttons and menus referencedAdd New Trigger
Next stepClick the + icon to add an action. Search for Stripe One-Time Charge and select it.
Add Stripe One-Time Charge Action
Click the + icon to add an action. Search for Stripe One-Time Charge and select it.
Add Stripe One-Time Charge Action (image 3 of 8)What this shows Click the + icon to add an action.What this showsIllustrates the "Add Stripe One-Time Charge Action" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Add Stripe One-Time Charge Action" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Click the + icon to add an action. Search for Stripe One-Time Charge and select it. Immediately after, the guide continues: By default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization. Giving it a descriptive name makes it easier to understand the action’s purpose at a glance.Image 3 of 8What to chooseClick the + icon to add an action. Search for Stripe One-Time Charge and select it.
Buttons and menus referenced+Stripe One-Time Charge
Next stepBy default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization. Giving it a descriptive name makes it easier to understand the action’s purpose at a glance.
Renaming the Action
By default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization. Giving it a descriptive name makes it easier to understand the action’s purpose at a glance.
Renaming the Action (image 4 of 8)What this shows By default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization.What this showsIllustrates the "Renaming the Action" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Renaming the Action" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: By default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization. Giving it a descriptive name makes it easier to understand the action’s purpose at a glance. Immediately after, the guide continues: To charge a customer through Stripe, you need their Stripe Customer ID. This is a unique identifier assigned to each customer within Stripe. Without this ID, the workflow cannot process the charge. Copy the code (Customer ID) from your….Image 4 of 8What this coversBy default, the action is named “Stripe One-Time Charge”, but you can rename it for better clarity and organization. Giving it a descriptive name makes it easier to understand the action’s purpose at a glance.Next stepTo charge a customer through Stripe, you need their Stripe Customer ID. This is a unique identifier assigned to each customer within Stripe. Without this ID, the workflow cannot process the charge. Copy the code (Customer ID) from your stripe dashboard and paste it into the Customer ID field.
Enter Customer ID
To charge a customer through Stripe, you need their Stripe Customer ID. This is a unique identifier assigned to each customer within Stripe. Without this ID, the workflow cannot process the charge. Copy the code (Customer ID) from your stripe dashboard and paste it into the Customer ID field.
To find the Stripe Customer ID:
Log in to your Stripe account.
Navigate to the Customers tab.
Click on the specific customer.
Under Details, locate the Customer ID and copy it.
If the customer has never made a payment through Stripe, they might not have a Customer ID yet. In such cases, you may need to create a customer in Stripe manually.
To Create a Customer Manually:
Go to Stripe Dashboard → Customers Tab → Click “+ Add Customer”.
Once created, Stripe will generate a Customer ID, which can be used for future charges.
Enter Customer ID (image 5 of 8)What this shows Once created, Stripe will generate a Customer ID, which can be used for future charges.What this showsIllustrates the "Enter Customer ID" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Enter Customer ID" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Once created, Stripe will generate a Customer ID, which can be used for future charges. Immediately after, the guide continues: Adding a description helps in keeping records organized by providing context about the transaction. You can enter details such as the purpose of the charge (e.g., “Lead Fee for Appointment Booking”). This description will also appear in….Image 5 of 8What this coversOnce created, Stripe will generate a Customer ID, which can be used for future charges.
Buttons and menus referencedCustomersDetailsCustomer ID
Next stepAdding a description helps in keeping records organized by providing context about the transaction. You can enter details such as the purpose of the charge (e.g., “Lead Fee for Appointment Booking”). This description will also appear in Stripe, making it easier to track payments and reconcile transactions later.All 4 steps in this procedure
Log in to your Stripe account.
Navigate to the Customers tab.
Click on the specific customer.
Under Details, locate the Customer ID and copy it.
Description
Adding a description helps in keeping records organized by providing context about the transaction. You can enter details such as the purpose of the charge (e.g., “Lead Fee for Appointment Booking”). This description will also appear in Stripe, making it easier to track payments and reconcile transactions later.
Description (image 6 of 8)What this shows Adding a description helps in keeping records organized by providing context about the transaction.What this showsIllustrates the "Description" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Description" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Adding a description helps in keeping records organized by providing context about the transaction. You can enter details such as the purpose of the charge (e.g., “Lead Fee for Appointment Booking”). This description will also appear in Stripe, making it easier to track payments and reconcile…. Immediately after, the guide continues: Enter the charge amount in this field. If the amount varies, use the tag icon next to it to select a dynamic value from the Custom Variable Picker, ensuring automated and accurate billing.Image 6 of 8What to fill inAdding a description helps in keeping records organized by providing context about the transaction. You can enter details such as the purpose of the charge (e.g., “Lead Fee for Appointment Booking”). This description will also appear in Stripe, making it easier to track payments and reconcile transactions later.Next stepEnter the charge amount in this field. If the amount varies, use the tag icon next to it to select a dynamic value from the Custom Variable Picker, ensuring automated and accurate billing.
Amount
Enter the charge amount in this field. If the amount varies, use the tag icon next to it to select a dynamic value from the Custom Variable Picker, ensuring automated and accurate billing.
Amount (image 7 of 8)What this shows Enter the charge amount in this field.What this showsIllustrates the "Amount" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Amount" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Enter the charge amount in this field. If the amount varies, use the tag icon next to it to select a dynamic value from the Custom Variable Picker, ensuring automated and accurate billing. Immediately after, the guide continues: Select the preferred currency for the charge using the dropdown menu. This ensures the transaction is processed in the correct currency based on your business or client’s location.Image 7 of 8What to fill inEnter the charge amount in this field. If the amount varies, use the tag icon next to it to select a dynamic value from the Custom Variable Picker, ensuring automated and accurate billing.Next stepSelect the preferred currency for the charge using the dropdown menu. This ensures the transaction is processed in the correct currency based on your business or client’s location.
Currency
Select the preferred currency for the charge using the dropdown menu. This ensures the transaction is processed in the correct currency based on your business or client’s location.
Currency (image 8 of 8)What this shows Select the preferred currency for the charge using the dropdown menu.What this showsIllustrates the "Currency" section of "Workflow Action - Stripe One Time Charge".This screenshot appears in the "Currency" section of "Workflow Action - Stripe One Time Charge". The text alongside this image reads: Select the preferred currency for the charge using the dropdown menu. This ensures the transaction is processed in the correct currency based on your business or client’s location. Immediately after, the guide continues: Save and Publish - Click Save button to apply the changes made in the workflow builder. - Enable the Publish toggle to activate the workflow. Testing the Workflow - Book an appointment or submit a form that triggers the workflow. - Check….Image 8 of 8What to chooseSelect the preferred currency for the charge using the dropdown menu. This ensures the transaction is processed in the correct currency based on your business or client’s location.
Buttons and menus referencedSave and PublishSavePublishTesting the WorkflowEnrollment History
Next stepSave and Publish - Click Save button to apply the changes made in the workflow builder. - Enable the Publish toggle to activate the workflow. Testing the Workflow - Book an appointment or submit a form that triggers the workflow. - Check Enrollment History tab within the workflow builder to verify if the charge was processed. - Log into Stripe to confirm the payment transaction.
Save and Publish - Click Save button to apply the changes made in the workflow builder. - Enable the Publish toggle to activate the workflow. Testing the Workflow - Book an appointment or submit a form that triggers the workflow. - Check Enrollment History tab within the workflow builder to verify if the charge was processed. - Log into Stripe to confirm the payment transaction.
Frequently Asked Questions
Q. Can I charge customers without a Stripe Customer ID?
No, a Stripe Customer ID is required for processing payments through the workflow.
Q. What happens if the payment fails?
If the charge fails, Stripe will display an error in the transaction history, and no payment will be processed.
Q. Can I issue a refund if needed?
Yes, refunds can be processed directly within Stripe by navigating to the Payments tab and selecting the transaction.
Q. Can I charge different amounts for different triggers?
Yes, you can create multiple workflows with different charge amounts based on different triggers.
Q. Does this work for subscription payments?
No, this action is for one-time charges only. For subscriptions, use Stripe’s recurring billing options.
Q. Can I charge my leads using this action?
The stripe one-time charge action was not designed for sub accounts to charge their contacts it's meant for agencies to charge the sub account admins.
