- 7 tabsInvoices, Estimates, Products, Payment links, Subscriptions, Coupons, Settings
- 14 triggerspayment events your automations react to
- Your Stripeevery card payment settles in your own account
What can I charge for in Agent Studio?#
You can bill for anything you do or sell: one-off jobs, retainers, packages, products and memberships. Agent Studio gives you six ways to ask for money, and each one ends on a secure Stripe checkout page your customer opens from their phone or laptop.
| Tool | Use it when | Where it lives |
|---|---|---|
| Invoices | The work is done or the retainer is due | Payments |
| Estimates | The customer approves the price before you start | Estimates |
| Payment links | You want a fast text-to-pay for a set amount | Payment links |
| Products | You sell the same thing again and again | Products |
| Subscriptions | The customer pays every month or year | Subscriptions |
| Coupons | You run a promotion or reward a referral | Coupons |
Where does the money go when a customer pays?#
The money goes straight to your own Stripe account. Agent Studio talks to Stripe with your key, so payouts reach your bank on the schedule you set in Stripe and Suede AI takes no percentage of your customers' payments. Stripe charges its own processing fee on its side, the same as any Stripe checkout.
How do I start taking payments?#
Connect Stripe once, then send your first invoice. The whole setup takes one sitting.
Take your first card payment
Step 1: Connect your Stripe account
Add your Stripe key as a connection, choose it in Payment settings and copy the webhook URL into Stripe. The connect guide walks every click.Open Payment settingsStep 2: Pick your email and texting connections
Invoices and links go out through the email and texting connections chosen in CRM settings, along with your business name and mailing address.Open CRM settingsStep 3: Add what you sell
Save your services and packages as products with one-time, monthly or yearly prices.Open ProductsStep 4: Send your first invoice
Pick a contact, add items, save the draft and press Send invoice by email, text or both.New invoice
What happens automatically after I send?#
Agent Studio tracks every invoice from sent to paid without a spreadsheet. It records when the customer opens the pay page, marks unpaid invoices overdue the day after the due date, issues the next copy of a repeating invoice on schedule and expires estimates past their last valid day.
- Invoice statuses: Draft, Sent, Viewed, Partly paid, Paid, Overdue and Void.
- Estimate statuses: Draft, Sent, Viewed, Accepted, Declined and Expired.
- Totals at a glance: the Invoices tab shows what is outstanding and what is overdue across every open invoice.
- Cash and checks: Record a payment logs bank transfers, checks, cash and other payments against the invoice.
How do automations use payment events?#
Every payment event is a trigger in Automations. Thank a customer the second they pay, nudge them when an invoice goes overdue, alert your team when a card fails or start onboarding when an estimate is accepted.
| Area | Triggers |
|---|---|
| Invoices | Invoice sent, Invoice viewed, Invoice paid in full, Invoice overdue |
| Estimates | Estimate sent, Estimate viewed, Estimate accepted, Estimate declined |
| Payments | Payment received, Payment failed, Refund issued |
| Subscriptions | Subscription started, Subscription cancelled |
| Coupons | Coupon redeemed |
I use GoHighLevel payments. What maps to what?#
| In GoHighLevel | In Agent Studio |
|---|---|
| Invoices and recurring invoices | Invoices, with Issue this invoice again on a schedule |
| Estimates | Estimates |
| Text2Pay | Payment links, with Text it |
| Products | Products |
| Subscriptions | Subscriptions |
| Coupons | Coupons |
| Payments integrations | Payment settings plus a Stripe connection |