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Managing Payments: What to Control in Heartbeat vs. Stripe

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Task Platform Where to Go
Create Offers (subscriptions and digital products) and set your pricing Heartbeat

Settings > Revenue > Offers

Do not create products or make changes to existing subscriptions directly in Stripe.

Issue refunds Heartbeat

Settings > Revenue > Transactions

→ Learn more about refunding customers

Cancel subscriptions Heartbeat Settings > Revenue > Offers

Press the 3-dot menu and select "Cancel"
Create coupon codes Heartbeat

Settings > Revenue > Settings

Click on "Manage Promo Codes"

Manage failed payments Stripe (automatic) Stripe Smart Retries
Calculate taxes Heartbeat

Settings > Revenue > Settings

Click on the "Stripe Tax" toggle

→ Learn how to set up Stripe Tax


How to request help with your Stripe account

To get help with any questions or issues directly related to your Stripe account, please click here to reach out to their support team

Click on "Contact Support" on the right side and type "human" on their chat to be directed to an agent.

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