Charge a Customer Once with the Stripe One Time Charge Action

The Stripe One Time Charge action bills a fixed amount to an existing Stripe customer whenever a workflow reaches it. It suits pay-per-event models such as a fee per qualified lead, per booked consultation or per accepted request, without creating an invoice or a subscription.

Before you begin

• Connect your Stripe account in Settings > Integrations.
• Have the Stripe Customer ID of the person to be charged. The charge is made against a customer already stored in Stripe, so the ID must be valid.

Configure the action

1. Open Automation > Workflows and create or edit a workflow.
2. Add a trigger that marks the billable moment, for example Form Submitted, Customer Booked Appointment, or a tag being added.
3. Click + and choose Stripe One Time Charge.
4. Rename the action if you wish, such as "Charge lead fee".
5. Fill in the fields:
   • Stripe Customer ID (required): type it or insert it from a custom field.
   • Description (optional): a note that identifies the charge.
   • Amount (required): how much to charge.
   • Currency (required): the currency for that amount.
6. Click Save Action, then publish.

Trigger ideas

• A form is submitted by a qualified prospect.
• A tag such as "Ready to Purchase" is added.
• An appointment is confirmed.
• An order is marked completed.
• A payment-related link is clicked.

Cautions

• This action is for single charges only. For repeating billing, use Send Recurring Invoice instead.
• An invalid customer ID makes the charge fail, so test with a small amount first and review the execution log.
• Add a condition (such as a tag check) so a contact cannot re-enter and be charged twice.
• It is meant for charging a Stripe customer you manage, not as a checkout for your own contacts' purchases. For that, use invoices, estimates or order forms.

Good to know: Put a "charged" tag on the contact immediately after this step so you can filter duplicates and audit billing easily.