Stripe is built into Avaza as a native integration. Once you connect your Stripe account, customers can pay an invoice by card and other payment methods in the Pay Now popup, without leaving the invoice. The money goes to your Stripe account, and Avaza records the payment against the invoice.
Only Administrators and Finance Managers can set up online payments. For anyone else, Online Payments is greyed out on the Settings page.
Connect your Stripe account
Go to Settings › Online Payments, click Add and choose Stripe.
In Connect/Create your Stripe account, click Connect with Stripe.
On Stripe's site, sign in to your Stripe account, or fill in Stripe's form to create one. Then allow Avaza to connect.
You come back to Online Payments with the message New Stripe Account Added. Stripe is in the list with your Stripe account ID, and Enabled says Yes.
If Stripe reports a problem, Avaza shows Stripe's message, or Error Linking Stripe. Avaza also emails every Administrator and Finance Manager when someone connects Stripe, changes its settings or deletes it.
Switch Stripe on in your invoice templates
Connecting Stripe doesn't add it to your invoices. Customers only see Stripe when it's switched on in the template the invoice uses.
Go to Settings › Invoice & Bill Settings and scroll down to Invoice & Quote/Estimate Templates.
Click a template, open its Online Payments tab, switch Stripe on and click Save.
Repeat for your other invoice templates. Templates you create later start with Stripe switched off.
The change applies straight away, also to unpaid invoices you've already sent. See online payments for the other providers and the email button.
What your customer sees
Your customer opens the online invoice and clicks Pay Now.
The popup shows the Amount Due and a Payment Amount, which they can lower to pay part of the invoice. Stripe's form then offers the payment methods you've turned on in Stripe, such as cards, wallets and bank debits. See Stripe payment methods. They fill in their details and click Pay Now. Some methods first take them to another page, such as their bank's, to approve the payment, then back to the invoice.
Back on the invoice, they see Success! Payment received., or Payment processing. We'll update you when payment is received. for a bank debit.
Stripe only appears when your Stripe account accepts the invoice's currency. To check, click Stripe in Settings › Online Payments and look at Supported Currencies. Avaza reads this list from Stripe when you connect.
After a payment
- Avaza creates a payment with the Stripe payment ID as its reference, applies it to the invoice and marks the invoice Paid or Partially Paid.
- A bank debit shows on the invoice as In Progress until it clears.
- A failed payment creates no payment. It's recorded in the invoice's activity.
- Administrators and Finance Managers who switch on Receive Payment Notifications in their User Profile get an email for each payment.
In your Stripe dashboard, each payment's description shows the invoice number and subject, so you can match it to the invoice.
Avaza doesn't pick up refunds you make in Stripe. After a refund, take the payment off the invoice in Avaza: see partial payments. If you connect Xero or QuickBooks Online, check how payments sync there.
Stripe charges its own processing fees: see Stripe's pricing. To pass them on, see surcharges.
Stripe account details
Click Stripe in Settings › Online Payments to open Stripe Account Details. It shows your Stripe Account ID, Country, Live Mode and Supported Currencies.
Tick Autocharge Enabled to let customers save a card or bank account and have it charged automatically. It isn't available on the Free plan. See Auto Charge.
Change or remove the connection
Connecting Stripe again adds a second Stripe entry. To move to another Stripe account, connect it, switch it on in your templates and switch the old one off.
To remove a connection, switch it off in every invoice template, then click it and click Delete. Avaza won't delete a connection that templates still use, or one that customers have saved payment methods with. Leave that one switched off instead.