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Charge your customers (Payments and approvals)

You can charge your customers with Stripe payment links, sent on the same channel where they talk to you. The money goes straight to your Stripe account.

Step 1 — Connect your Stripe​

Path: menu AI Agents ("Agentes IA") → LeadTasker → "Pagos" tab (/inbox?view=pagos).

  1. Click "Conectar Stripe". It takes you to Stripe to create or link your account and give it your details.
  2. When you're back, Stripe verifies your details. It usually takes a few minutes (sometimes up to 24 h) and you don't need to do anything; click "Actualizar estado" (refresh status) to check.
  3. When you see "Listo para cobrar — tu Stripe está conectado" (ready to charge), you can start charging. If Stripe asks for more details, click "Continuar onboarding".

If Stripe restricts your account, charges stop: check the email Stripe sent you or contact their support ("Abrir mi panel de Stripe", open my Stripe dashboard).

Step 2 — Send a payment link​

  1. Open the contact's profile and click "Cobrar" (charge).
  2. Enter the "Concepto" (description), "Monto" (amount) and "Moneda" (currency).
  3. Click "Crear y enviar liga" (create and send link). The link is sent to the customer on their channel.

If the link was created but couldn't be sent, the app shows it to you so you can share it yourself. If it's unconfirmed (the provider didn't respond), check the conversation before sending it again.

Payment history​

On the "Pagos" tab you see the "Ligas de pago enviadas" (payment links sent, with their delivery status) and the "Pagos recibidos" (payments received).

When LeadTasker proposes a charge (approvals)​

If a customer wants to pay during a conversation, LeadTasker never charges them on its own: it asks for your authorization.

  1. You get an approval in the app (notification bell, which takes you to "Aprobaciones") and, if you linked it, on your CoachTasker Telegram, with the "Aprobar" (approve) and "Rechazar" (reject) buttons.
  2. If you approve, TaskersPro generates the Stripe link and sends it to the customer automatically.
  3. If you reject, nothing is charged.

Each approval has a deadline based on its urgency (critical 2 h, high 4 h, normal 24 h, low 48 h) and you get a reminder halfway through. A charge is never approved on its own: if you don't respond in time, the customer isn't charged.

Availability by plan

Connecting Stripe and sending links by hand are available on every plan. Charges proposed by LeadTasker with approval are on the Pro plan or above; on other plans, when a customer wants to pay, LeadTasker records the order and hands the conversation to your team so you can confirm it and charge it yourself. See Plans & pricing.