How to enable and use the ChargeDesk integration

Like other integrations, you need to be an admin in order to enable the ChargeDesk integration.

The ChargeDesk integration makes it easy to manage customer billing from Front. View subscription and charge history, issue refunds, and request new payments directly from your inbox. ChargeDesk connects Front with popular payment processors like Stripe, Braintree, Recurly, and more.


Step 1

Go into your Settings and select Integrations. Click on ChargeDesk.

Step 2

Turn the toggle on to enable ChargeDesk, and click Save.

Step 3

You can now display information and make changes to your customer subscriptions and charges directly in Front. Open the right pane by clicking on the arrow located on the top right corner of your Front inbox, and choose the ChargeDesk plugin from the dropdown menu.

 

Step 4

Log in using your ChargeDesk account credentials to connect Front with ChargeDesk.

 

Step 5

You will be able to see the information available in ChargeDesk and tied to the current message in Front. To view information for another customer, use the Search tab.  

Toggle between tabs to create new customers or edit customer details in ChargeDesk, issue new charges or subscriptions, refund payments, or cancel upcoming charges.

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