After connecting your Stripe account, you need to set up and enable online payments. Once enabled, Stripe will be available for processing payments, and all approved transactions will sync back to the system automatically.
If you use the Xero accounting add‑on, you’ll need to create the Stripe Clearing Account in Xero first so Stripe fees can be tracked correctly. Once that’s in place, you can configure your Stripe settings and enable payments.
To manage your Stripe Online settings, go to Settings > Integrations
Then select the Stripe tile
or navigate to Stripe in the left side menu.
Stripe Payment Method - This is the method that is recorded by Pet Manager for all payments made using the Stripe Online Payment. This payment method has been created so you can split off Stripe payments from other credit card payments. You can however set this to whatever method you wish.
Stripe Fee Payment Method - This is the method used to record the fees that Stripe takes out of every transaction. You can create your own custom payment method in settings and then allocate that to this if you want to separate out the fees.
Stripe Surcharge - You can set a surcharge percent if you want to pass the Stripe payment fees onto your customers. This fee will only apply to payments made online via Stripe. When the payment is made, the fee will be calculated, and a new line item will be created and added to the invoice.
Be aware that some countries have laws restricting payment surcharges to not exceed the actual credit card fee paid to the vendor.
Portal Payment Level - If you are using the customer portal and want to allow customers to pay online via the portal, you can choose one of the options here.
- Disable Quotes/Payments – This will disable all invoicing and online payments through the portal.
- Generate Quote – This will generate a quote but not offer customers the option to accept the quote or make payment.
- Generate Quote (Accept Invoice) – This will generate a quote with an option to accept it creating the invoice, but without offering online payments.
- Online Payments – This will generate a quote, and the customer will have the option to accept it. Accepting the quote creates an invoice with the option to make payment online.
- Online Payments (Required) – This will generate a quote, and the customer will have the option to accept it. Accepting the quote creates an invoice with the requirement to make payment online.
- Online Payments (Manual Invoicing) – This will not generate a quote/invoice, but manually created invoices can still be paid from the portal.
| It is important to make sure these settings are inline with your Customer Portal Payments settings. |
Stripe Enable - Enable this setting to begin accepting Stripe payments.
Stripe Auto Enable - Enable this option to allow Stripe payments to be taken when processing bulk invoices.
Stripe Auto Retry - Enable this option to allow automatic retries on failed Stripe payments that were taken when processing bulk invoicing.
| Stripe payments, including any retries processed during bulk invoicing, can be monitored and managed through the Automated Stripe Dashboard. |
Once completed
For More Information
On configuring the Customer Portal payments view - Portal Payments
On Xero accounting view - Xero Accounting Add-on Overview
On Stripe payments when managing bulk invoices view - Stripe Automated Payments - Bulk Invoicing
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