Stripe and margin (optional)

Who this is for

This topic applies to Company workspaces billing per-customer subscriptions. If you bill by contracts and invoices, none of it applies to your workspace. Margin is the one module that needs a revenue connection.

You can change how you bill in Settings → Workspace.

Connecting

1. Create a restricted key in Stripe with Read on Customers, Subscriptions and Invoices. Nothing else.
2. Paste it in Connections → Stripe. Customers and MRR sync nightly.
3. Map any unmatched spend to customers from the Customers page; blended margin excludes whatever stays unmapped.

Reading the margin table