Billing
Manage subscriptions, payment methods, invoices, and Stripe billing integration.
Get Stripe Config
Get Stripe configuration including publishable key.
Create Checkout Session
Create a Stripe checkout session for public sign-up.
Create Free Trial
Create a free trial account without payment.
List Products For Signup
List all products for signup page.
Get Upsell Packages
Get package and add-on recommendations for upselling a service.
Purchase Product
Purchase a product for a lead with standard or custom pricing.
Create Setup Intent
Create a Stripe SetupIntent for saving payment methods without immediate payment.
List Payment Methods
List all saved payment methods for a user.
Delete Payment Method
Delete a saved payment method.
Update Payment Method
Update a saved payment method's expiration date and billing details.
Set Default Payment Method
Set a payment method as the default for the customer.
Purchase Product For Checkout
Get the status of a checkout session.
Get Setup Intent Status
Get the status of a SetupIntent and verify payment method attachment.
Get Payment Methods
Get payment methods (credit cards) for the current tenant.
Get Payment Method
Get a specific payment method by ID.
Get Invoices
Get invoices for the current tenant.
Create Manual Invoice
Create a manual invoice.
Get Customer Billing Summary
Get a billing summary for a specific customer.
Get Monthly Revenue
Get monthly revenue statistics for the tenant.
Get Subscriptions
Get subscriptions from local database for the current tenant.
Get Subscriptions By Lead
Get subscriptions for a specific lead, with an embedded ``audit`` field
Update Subscription
Update a Stripe subscription.
Cancel Subscription
Cancel a subscription with optional prorated refund.
Reactivate Subscription
Reactivate a terminated subscription without contacting the customer's
Retry Subscription Payment
Admin: re-attempt the latest unpaid invoice on a past_due / failed_to_charge
Get Invoice
Get a specific invoice from local database.
Update Manual Invoice
Update a manual invoice (draft/open only).
Delete Manual Invoice
Delete a manual invoice (draft only).
List Transactions
Get transactions from local database for the current tenant.
List Transactions By Lead
Get transactions for a specific lead.
List Invoices By Lead
Get invoices for a specific lead.
List Payment Methods By Lead
Get payment methods for a specific lead.
Get Lead Billing Counts
Get billing counts for a specific lead (optimized for tab badges).
Get Lead Billing Summary
Get comprehensive billing summary for a specific lead.
Get Transaction
Get a specific transaction from local database.
Refund Transaction
Process a refund for a transaction.
Download Files Bulk
Download multiple files from URLs and return as a ZIP file.
Send Invoice Email
Send an invoice to the customer via email.
Record Manual Payment
Record a manual payment (cash, check, etc.) for an invoice.
List Invoice Companies
List invoice companies for the tenant.
Create Invoice Company
Create a new invoice company.
Update Invoice Company
Update an invoice company.
Delete Invoice Company
Delete an invoice company.