Go to dashboard.stripe.com/customers

Search for the customer using the email address.

If the customer is not in the Stripe system yet, create a new customer by clicking on Customers in the left column and then clicking the + New button on the right. Fill in the person's name, email address, etc.

If the customer is on a payment plan, she will already be in the system (as on our example).

Find a previous payment from this customer. The last payment on this one was Sept. 10, 2019.

Click on the email address/name.

Scroll down to Payments.

IF the customer gave his permission, AND there is a card on file, charge the card by clicking on + Add payment.

IF YOU ARE ABLE to do that, you will NOT NEED to send the invoice after all.

And you are done!

If you do need to send an invoice, scroll down to Invoices. Click on + Create invoice.

Enter Password. Get this from the Customer Success Manager.

Click Continue.

Enter the description of the Item and the Price.

Scroll down to confirm Payment due is set for 30 days. (Adjust if necessary.)

Click on Send Invoice (upper right).

Copy the agent who has been communicating with the customer so he is aware that the invoice has been sent.

Fill in the Cc field with that agent's email address.

Scroll down and click on Send invoice.

Send a Freshdesk ticket to the customer saying that you sent an invoice, and ask the customer to reply to let you know when the payment was made. (The system will not notify you so this helps when you want to follow-up.)

Once the customer pays the invoice, log into Infusionsoft to update the payment there.

Add a note in Infusionsoft that the payment was made through Stripe.

If the payment was made through WooCommerce, update the information there as well.

If there are any questions, ask the Customer Success Manager.

That's it!