Billing & Payments

Look up a customer's payment history

When an agent needs to review a customer's billing, Macha pulls their full payment history from Stripe and presents it in a clean summary — amounts, dates, statuses, and payment methods.

Gives agents instant billing context without leaving the conversation.

Integrações usadas

Zendesk

Stripe

Como funciona

Trigger

Ticket Created

Agent needs billing context

Cliente

Can you check what payments this customer has made? Their email is [email protected].

Macha

Look up customer

Found Stripe customer: Alex Johnson ([email protected])

Macha

List payments

Retrieved 4 payments from the last 90 days

Macha

Payment history for Alex Johnson ([email protected]):

• Mar 1 — $99.00 (Succeeded) — Visa •4242

• Feb 1 — $99.00 (Succeeded) — Visa •4242

• Jan 1 — $99.00 (Succeeded) — Visa •4242

• Dec 1 — $99.00 (Succeeded) — Visa •4242

Monthly subscription, all payments successful. Need me to look into anything specific?

Triggers e ações

Trigger

Ticket Created

Zendesk

Agent needs billing context

Ação

Get Customer

Stripe

Look up a Stripe customer by email, ID, or name and retrieve their full profile.

Ação

List Payments

Stripe

List all payments for a customer, filtered by status, amount, or date range.

Casos de uso relacionados

Process refund requests automatically

When a customer requests a refund, Macha looks up their payment in Stripe, processes the refund, and replies on the ticket with confirmation — all without agent intervention.

Ver caso de uso

Resolve duplicate charge complaints

When a customer reports being charged twice, Macha checks Stripe for duplicate payments, confirms the issue, refunds the extra charge, and replies with a full explanation.

Ver caso de uso

Handle subscription billing questions

When a customer asks about their subscription, Macha pulls billing details from Stripe and relevant plan info from Notion, then presents a summary for the agent to review and respond.