Stripe Online Payments gives you flexibility in how you collect payments, whether you’re sending payment links by email or taking payments over the phone.
Customers can pay securely online through the customer portal, while staff can process payments directly on behalf of the customer when handling phone enquiries. All approved payments sync back to the system automatically, ensuring accurate records and a smooth payment experience.
In This Article
Our Stripe integration supports three different payment methods, giving you flexibility in how payments are taken
Pay Now Link - Emails
Invoices can be emailed to customers as pdf documents with a Pay Now link included. This provides a simple and secure way for customers to complete their payment online using Stripe.
When the customer clicks the link, they’ll be taken to an online version of the invoice, where they can view the details and complete payment.
In this example, the booking includes a deposit. The customer can decide whether to pay the full amount upfront or just the deposit.
When the customer clicks Make Payment, a dialog box will appear prompting them to enter their card details and finalise the payment.
Portal Payments
When the customer portal is enabled and the Portal Payment Level is set to an online payment option, customers will see a Pay Invoice button against their invoices in the portal.
The pay Invoice button is also available when the customer opens and views the invoice.
Selecting the button opens a new payment form where the customer can choose from their saved payment methods or add a new payment method before completing the transaction.
| When a surcharge is applied to the transaction, it is automatically calculated and added to the final amount to be collected. |
Adding a payment method simply requires them to enter the card number, expiry date and CVC.
All Customer Portal payments are automatically updated in your admin system for accurate tracking. Payment notifications can be sent to admin users by enabling the relevant system notifications within the Roles section
Admin Payments
If you’re taking payment while speaking with a customer, either by phone or in person, you can process the payment through the Pet Manager admin area. Simply find the invoice, then choose Stripe Payment from the dropdown menu beside the View button.
On the payment screen, you can change the amount and choose from the customer’s saved payment methods, or add a new one if needed. You also have the option to take a one‑off payment without saving their card details if requested by the customer.
To save a new payment method select the plus button,
Enter the card details
The system will only accept verified card details for the customer’s account. If the information entered is incorrect, an error message will appear.
Once completed
When the card details have been added and payment amount correct select
For More Information
On Portal Payments settings view - Portal Payments
On automated payment confirmation emails view - Stripe Online Payment Emails
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