After you have configured the codes for Stripe payments if you are utilising our Xero addon, you are ready for the final step of configuring your Stripe settings and enabling online payments.
Stripe Payment Method
This is the method that is recorded by Pet Manager for all payments made using the Stripe Online Payment. We created this additional payment method 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, but without offering online payments.
Online Payments – This will generate a quote, with an option to accept it and make payment online.
Online Payments (Required) – This will generate a quote, with a requirement to accept it and make payment online.
Online Payments (Manual Invoicing) – This will not generate a quote, but manually created invoices can still be paid from the portal.
Stripe Enable
Enable this setting to begin accepting Stripe payments online.
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