Getting started

Go to Company, then White Label

In Settings, click Company, then open the White Label tab: Settings → Company → White Label

Paste the code into Custom JS

Scroll down to the Custom JS section and paste this code exactly as it is:

Click Save changes

Click Save changes under the Custom JS box. That's all for the agency.

Enter your basic info

Confirm your full name, email and, if you like, your phone. The signed-in user becomes the BillJean admin for this sub-account. Click Next.

Connect your Stripe account

Click Connect with Stripe. You'll go to Stripe's own sign-in and authorization page, approve access, and come back to BillJean. We never see your Stripe password, and you can revoke access from Stripe at any time.

Choose which agents get access

Pick the team members who should see Stripe billing on contacts. Search by name or email, or use Select all. You can change this later in BillJean's Settings.

Auto-match contacts to Stripe customers

Click Run Auto-Match. BillJean scans your CRM contacts and links each one to its Stripe customer, checking in this order:

• Email domain: the contact's email domain against Stripe customer domains
• Contact email: exact email address matches
• Company name: 85%+ similarity on normalized names
• Website domain: root domain comparison

You'll get three groups. Matched contacts are high confidence and confirmed automatically. Need review are lower-confidence matches you approve with Review. Unmatched contacts have no Stripe customer yet; use Link to match them by hand now, or do it later from the contact.

Done

The summary shows the connected Stripe account, how many agents have access, how many contacts were matched, and anything still waiting for review. Click Go to Dashboard.

Matched contacts: everything from Stripe in one place

Open a matched contact to see its Stripe billing. The page has three tabs, Payments, Overview and Recurring Billing, and these actions:

• Charge CustomerCharge a saved card for any amount, as a one-time payment or a recurring one, with an optional description.
• Manage Payment MethodsSee saved cards and expiry dates, set the default, add a new card or remove one.
• Send Payment LinkEmail the customer a Stripe payment link for an amount you choose.
• Billing ActivityEvery charge and invoice with its amount, status, description and date, page by page.
• FiltersNarrow the activity to All, Charges, Invoices, Failed or Refunded.
• Invoice actionsOn each invoice: View Invoice, Copy Link, or Send Payment Link for open and draft invoices.
• Status at a glanceStatus badges such as Draft and Open on each item, plus a Matched label on the contact.
• Recurring BillingA separate tab for the customer's recurring payments.

Unmatched contacts: search and link

If a contact isn't linked to a Stripe customer yet, its BillJean page says so and shows a search box. Type a name, email or company, and pick the right Stripe customer from the results. Each result shows the customer's name, email and Stripe ID so you link the right one. From then on, the contact shows its full billing.