Once you've set up your integration with Stripe, any time a card payment is made through an online booking or by paying an invoice online, the card details will be securely stored for future payments.
How to
Integrate splose with Stripe for storing credit card details
Before credit card details can be automatically stored to a client record, you must first set up the integration with Stripe.
Store client credit card details with Stripe
Once you have connected Stripe with splose, any time a card payment is made through an online booking or by paying an invoice online, the card details will be securely stored for future payments.
The stored card will then be listed on the client’s record, in the ‘Account balance’ section on the right side of the page, under the Stripe heading.
Process payments with a saved credit card
To process an invoice payment using a client's stored credit card:
Open the invoice, then click the Pay dropdown at the top of the screen.
On the drop down list, beneath the greyed-out heading of Stripe, click Credit card.
Enter the payment amount, select the card and ensure the client has authorised the payment, then click Pay.
The payment will then be processed using the stored credit card. The invoice will be updated to "paid", and you can send the client a copy of their paid invoice.
For easy reconciling, the description will be recorded in Stripe under the invoice.
FAQs
Q: Can I ask my client to store their details without making a payment?
Q: Can I ask my client to store their details without making a payment?
A: No. A payment of at least $1.00 is required to ensure the card details are valid.
Q: Can clients remove stored payment methods from their profile?
Q: Can clients remove stored payment methods from their profile?
A: Yes. Clients can view and remove stored payment methods from their profile at any time.
Q: Will clients be notified that their payment details are being stored?
Q: Will clients be notified that their payment details are being stored?
A: Standard payment processing terms apply. Client's authorise future use when completing their initial payment through splose's secure Stripe integration.
Q: What payment methods are automatically stored?
Q: What payment methods are automatically stored?
A: Credit and debit cards are automatically stored.