ChargeDesk for Zendesk Sell

ChargeDesk is on a mission to improve billing support. Our bespoke payment gateway integration is the most advanced and powerful solution for managing your payment data right inside Zendesk Sell.

ChargeDesk lets you instantly view every customer's billing history inside Zendesk Sell, then perform key actions such as refunding charges and cancelling subscriptions.

You can enable access for your entire company, or select individual support agents to manage customer data. Our powerful role system allows you limit specific actions (such as refunds) to individuals or groups of agents. Our detailed reporting system gives lets agents see a history of actions against a customer and lets you see the most common reasons for refunds and cancellations.

Zendesk Sell Features

• Manage your payment data inside Zendesk Sell

• Search payment data inside Zendesk using customer names, email addresses, charge descriptions and even the last 4 digits of a customer's card

• Refund charges

• Cancel subscriptions

• Request payments from new customers

• Charge existing customers using their card on file

• Create subscriptions

• Authorize and capture payments

• Apply coupons to customers

• Send automatic or manual payment reminders

• Edit customer details including adding VAT numbers

• Securely update a customer's credit card on file

Beautiful Notifications

• Notify customers when charges are refunded, subscription is cancelled and many, many more events

• Send PDF invoices to your customers on successful payment

• Show tax information based on your customer's country (VAT & GST compliant)

• Customers can add their tax ID to their own invoices

• Replies to receipts are sent to your helpdesk with billing details attached

• Use our mobile app to be instantly notified of events in your account

Detailed Reports

• View and download activity reports on broken down by agent

• Log reasons why refunds and cancellations were performed

• View a graph of revenue including a breakdown by product

• See all outstanding and paid invoices

• Generate a Tax Summary for financial reporting

• Download historic invoices in bulk

Further Information

• Find out more about our ChargeDesk integration with Zendesk.

• ChargeDesk offers a 14-day risk-free trial, no credit card required. Pricing then starts from $29/mo for 4 agents.

Launched in 2014, ChargeDesk helps thousands companies provider better billing support for millions of customers. We'd love for you to join us as well!