Card payments
Customers pay an invoice by card from its web invoice, and the invoice marks itself paid. You need a Stripe account of your own.
Step by step
- As the account’s owner, open “Integrations”. On the card “Card payments”, choose “Connect Stripe”.
- In the Stripe dashboard, create a restricted key under Developers, API keys, with write access to Checkout Sessions, and paste it into “Restricted key”. We check the key, store it encrypted and show only its ending from then on.
- Under “Offer card payment on”, choose “All invoices and proformas” or “Chosen documents”. The optional “Return address after payment” brings the customer back to, say, your e-shop.
- Choose “Connect Stripe”. The card shows the key’s ending, the chosen scope and, for a test key, “Test mode”.
- For chosen documents, switch on “Card payment” under “More options” on the document or the template.
- The customer chooses “Pay by card” on the web invoice and pays on Stripe’s secure page. Back on the invoice, it is paid, and its payments show “Card payment”.
Good to know
Card payment is offered only on a document with nothing paid yet.
“Disconnect” turns card payments off. Card payments already received stay recorded.
Add the account Stripe pays out from under “Payment providers’ accounts”, so its payouts are never matched to documents.
Related articles
- The web invoiceEvery issued invoice has its own page your customer opens from the e-mail.
- Record a paymentRecord a payment on the document’s detail or from the list. A full payment settles the document, a partial one leaves it open.
- Bank and payment matchingBring your bank statements into the account, and incoming payments match themselves to the documents they pay.