ChargeDesk supports integrating any payment platform using our API and custom callbacks. If you use a gateway not currently supported by ChargeDesk, or you would like to add custom logic to your billing support workflow, you can use our Custom Integration tools.
If you manage a payment gateway or storefront and would like to leverage ChargeDesk's helpdesk integrations and billing support platform for your customers, we can turn your Custom Integration into a turnkey solution for all your customers.
Read the documentation for ChargeDesk's Custom Integration solution.
You can manage your customers inside Help Scout using the ChargeDesk Chrome extension
. We support tagging customers with payment details and managing their billing records inside tickets.
Features for Custom Integrations and Help Scout
View Custom Integration Charges & Customers Related to a Support Ticket
ChargeDesk uses a unique algorithm to find all of the Custom Integration charges & customers related to any ticket you receive inside Help Scout. Where direct matches can not be found, related charges are also be displayed in case the customer is using a different email address or name.
Cancel Custom Integration Subscriptions
Any active subscription will have a button that allows you to cancel it immediately inside Help Scout. Customer and subscription details update in real time so you are never working with stale or out-of-date information.
Beautiful & Functional Email Receipts
Every receipt makes your customer feel loved. The responsive design looks great on every device and each email links directly to a unique support page for the charge. Replying to the receipt will create a ticket in your helpdesk with the full details of the charge included. Email receipts are optional - you can use the rest of ChargeDesk's features without activating them.
Automatic PDF Invoices
Do your customers request payment invoices for their records? ChargeDesk allows you to turn on automatic PDF invoices which are attached to all email receipts. You can easily configure all necessary tax information from your ChargeDesk settings.
Search your Entire Billing History
You can search for the last 4 digits of a credit card, by email address, customer name, username and more. This allows you to immediately find specific charges for a customer without spending time hunting through multiple systems.
Use Multiple Gateways
With ChargeDesk you can connect multiple payment gateways to the one account. This means that if you have, say, customers in both Stripe and PayPal, you can manage them all inside Help Scout. This happens transparently, so you can refund charges, manage subscriptions or create new charges for customers without needing to know which gateway they are supported through.
Security is a key feature of ChargeDesk. We've spent countless hours hardening our systems and ensuring we use advanced, strong encryption wherever possible. We encrypt data both in transit and while it is stored on our servers. We support 2 factor authentication on any account.Read more about ChargeDesk Security.
Help Scout and Custom Integration
Supported Features for Custom Integration
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Refund Custom Integration Charges inside Help Scout
With the ChargeDesk application you can refund any charge right inside Help Scout. Partial and full refunds are supported. Refunds a processed immediately and you will receive feedback on their success. Once a charge is refunded it will show as such inside Help Scout.
Complete Access Control
ChargeDesk enables you to have complete control over your customer's information. This allows you to select which of your support agents can view and make changes to customer information. Any changes made by your agents are logged and easily accessible both online and in downloadable report form.
Cut Chargebacks & Churn
ChargeDesk helps you follow best practices to cut your chargeback rate. Every charge is a pathway for the customer to get in touch with you directly when they have a dispute, rather than going to their bank. You can resolve the issue before it turns into a chargeback. This leads to happy customers and lower churn rates.
Custom Billing Support Pages
ChargeDesk will generate a custom billing support pages for every Custom Integration payment you receive. These pages allow your customers to immediately see the current status of their payment and how it will appear on their bank statement. These pages also serve as a point where your customers can bring questions or disputes about their charges directly to you. Like email receipts, any questions which come from these pages will have all the related billing information attached in your helpdesk so you never have to guess which charge a customer is asking about.
Customized for your Workflow
When embedded in a helpdesk or email client, the extension has been customised to appear and work as if it was a native application. We'll figure out which customer you are talking to and show their payment information next to your conversation.
Your first 14 days of using ChargeDesk are free of charge! This allows you to test the service and in the (incredibly unlikely) case you find it's not for you, you pay nothing.Review full pricing information.