Stripe Account tab

The Stripe Account tab in the side panel shows the user's own Teleperson billing. It's not for any third-party company — it's the panel-native view of your relationship with Teleperson.

What you see

• Current plan — Free, Pro, or Enterprise. Plan badge, billing period, next renewal date.
• Invoices — a live list of every Stripe invoice on your customer record, with hosted invoice links and PDF download buttons.
• Payment method — last-4 of the card on file (PCI scope stays at Stripe).
• Upgrade / Downgrade — opens the appropriate Stripe Payment Link configured by the admin in Billing settings.
• Cancel subscription — links to Stripe's hosted Customer Portal where cancellation is governed by Stripe's flow.

How invoices are fetched

The panel calls a Teleperson Edge Function (user-list-stripe-invoices) that:

1. Resolves the user's stripe_customer_id from Postgres.
2. Calls Stripe's /v1/invoices API server-side with the platform's secret key.
3. Returns a projected list — id, amount_due, currency, status, period_start, period_end, hosted_invoice_url, invoice_pdf — never raw card data, never the customer object.

The extension never holds a Stripe key.

What never shows up

• Card numbers or CVVs (PCI scope stays at Stripe).
• Other users' billing.
• Invoices from third-party companies you've followed — that data lives in the Plaid Purchases tab.

Disabling the tab

If you're on Free and have no billing history, the tab still shows but with empty-state messaging that explains how to upgrade.

Related

• Plaid Purchases → — third-party spend, distinct from Teleperson billing.
• Billing settings (admin) → — how the payment links and customer portal are configured.