Capabilities
- Collect deposits after inbound booking — or precede collection with an outbound Reminder
- Invoice completed work while scope and conversation remain current
- Settle via Stripe and/or USDC against Contacts from inbound and outbound Calls
Prerequisites
- Connect Stripe (and related tools) in Connections
- Confirm payout / wallet under Account
- Enable payment tools under Agents → Voice for in-call collection
- From Recents, use Voice Desk Chat to draft or send open invoices