Stripe Automated Payments allows you to process payments for multiple invoices in one go through the Bulk Invoicing feature. When enabled, the system allows you to charge each customer’s saved payment method for the invoices generated within your selected date range. This streamlines your workflow by removing the need to open each invoice individually and take payment manually.
In This Article
To begin taking payments through Bulk Invoicing, confirm that Stripe Online Payments is set up and that Stripe Auto Enable is turned on. If you haven’t already set up your Stripe account, please take a moment to read the guide article - Setting up & Enabling Stripe Online Payments
Once this setting is enabled, the S symbol will be visible in the top toolbar.
Taking Payments
|
If a customer prefers to pay manually and does not want to be included when processing automated payments, they can be excluded by unticking the Stripe Auto Pay checkbox in their account. This ensures the customer is not charged automatically and will instead make payments manually as required. |
To start taking payments via the Bulk Invoicing feature, go to Customers > Bulk Invoice.
After selecting your date range and ticking all items to be invoiced, open the dropdown menu beside the Invoice button (top right) and select Invoice & Pay.
You can learn more about the Bulk Invoicing feature in the guide article - Bulk Invoicing / Quoting
A dialog box will open, prompting you to confirm that you wish to invoice and process the payments.
Select to continue.
Once completed you will see the confirmation message that the system has finished processing the payments.
| Important: All invoices are now created; however, you will not be notified of payment success or failure at this point. To review payment outcomes, proceed to the Automated Stripe Payments dashboard. |
Viewing Payment Status
To view the payment result you will need to navigate to the Automated Stripe Payments dashboard by clicking on the S in the top toolbar.
The number displayed next to the S shows how many payment errors have occurred.
With multiple locations, information can be shown combined or per location by selecting the button top right corner and then choosing the location you want from the dropdown menu that will appear.
The monthly amounts shown will be for successful payments taken via Bulk Invoicing, not for your overall Stripe totals.
You can click the individual counts shown to filter the results based on their status.
Further down the page you will see all invoices that had been created and payments processed,
- Invoice Number
- Customer
- Masked card details, if a payment method has been saved on the customers account.
- Payment Status - Success / Error
- Error Message
- Last updated date
- Error Count - Within your Stripe settings, you can enable Auto Retry. When activated, the system will automatically retry a failed payment up to four times.
- Actions
Actions
Within the Actions section, multiple options are available to manage payments and resolve any errors that have occurred.
For a Payment Error
Retry - Allows you to manually instruct the system to retry the payment.
View Stripe Cards - Selecting this will navigate to the customer’s profile and open the Stripe tab, allowing you to view all payment methods stored on the account.
| NOTE: Customers can maintain multiple payment methods on their account. Check to see whether the active card has expired. Updating the default payment method may require customer authorisation. |
Delete - Deletes the payment attempt from the list. After doing so, you will need to request payment for the invoice through another method.
For Successful Payments
View Stripe Cards - Selecting this will navigate to the customer’s profile and open the Stripe tab, allowing you to view all payment methods stored on the account.
Delete - Deletes the payment information from the dashboard only. This action does not remove the payment applied to the invoice.
| Automated emails can be set up to notify customers once a payment has been successfully processed. This helps keep customers informed without any manual follow‑up, ensuring they receive immediate confirmation and reducing the need for additional communication from your team. |
For More Information
On Stripe payments view - Stripe Online Payment Overview
On setting up automated payment received emails view - Using Invoice & Package Email Templates
On managing bulk invoicing view - Bulk Invoicing / Quoting
Comments
0 comments
Article is closed for comments.