Using Stripe

You can securely accept online credit / debit card payments from your customers by using Stripe as a payment option. Online payment experience with Stripe is easy and intuitive, resulting in faster payments and improved cash flow for your business.

How do you Configure Stripe?

To add Stripe as a payment option, navigate to Settings > Online Payments.

Figure: Choose Online Payments from Settings

Click on the “Add” button on the Online Payments page and choose Stripe.

Figure: Choose Stripe from Drop-Down

This will prompt you with the following dialogue box. Click “Connect with Stripe” button to proceed to the Stripe website.

Figure: Connect Stripe Account

Click the ‘Sign in’ link if you already have a Stripe account, otherwise fill in the form to create a new Stripe account.

Figure: Sign up for Stripe, or Link Stripe Account

Click “Authorize Access to this Account” when you’ve entered all the information and start accepting payments online.

How do you Enable Stripe for Invoice Templates?

You can selectively enable/disable Stripe on your invoice templates.

Go to Settings > Invoice Settings. Scroll down the page until you see the “Invoice/Estimates Templates” section. Click on the Invoice Template you would like to enable Stripe payments for.

Figure: Choose Invoice Template to Enable Stripe Payment For

Toggle the button to enable Stripe.

Figure: Toggle Button to Enable Stripe

Client Payment Experience using Stripe

Your clients can pay you online using the ‘Pay Now’ button on the invoice Webview.

Figure: Clients Click the Pay Now Button to Initiate Payment

Clicking this option will take your client to the “Pay Now” pop-up, where they can enter their card information before clicking “Submit Payment”.

Figure: Clients Enter Credit Card Information to Complete Payment

After the payment has been made, the Invoice status will be updated to “Paid” and a payment record with a Stripe reference number is automatically created. Please note your customers can also make partial payments by entering an amount less than the amount due.

Note: While we support Stripe, we don’t support the ability to receive payments via ACH, Alipay and other specialized payment methods at this time, but we hope to continue adding more options in the future. Stay tuned to our blog for more updates

Note: Stripe charges payment processing fees.

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