Once you've set up your integration with Stripe, simply create the client in Stripe and add their card.
splose Integration with Stripe for Storing Credit Card
Integrate your splose account with Stripe and allow providers to attach a credit card to a client record and use that card to process payments on invoices.
This integration provides convenience for clients and helps providers get paid faster.
Before continuing with the steps below, be sure to first set up the integration with Stripe.
Please note simply paying an invoice via Stripe will not store the client's card details for later use. To save a card for future invoice payments you must create the client in Stripe and add their card to store this information.
Store client credit cards with Stripe
Once you have connected Stripe with splose, you can store a client's credit card information by following these steps:
Search for a client and open up their record.
On the right side under the Stripe widget, click Create client in Stripe. This action will create a Stripe customer, allowing you to add a credit card to the client's customer record.
Click Add a card.
Enter the card details and click Add card.
💡 Note that splose never stores your client's credit card details. Card details are encrypted and sent to Stripe.
You will see the card summary details from the client record. Additionally, these details will now be visible in your Stripe customer account.
You have now linked a credit card to a client. You can use this card to process payments on invoices.
Processing payments with a saved credit card
To process payments on invoices using a client's stored credit card:
Open the invoice, then click Pay in the top right corner of the screen.
On the drop down list, beneath the greyed-out heading of Stripe, click Credit card.
Enter the amount and select the card, and ensure the client has authorised the payment, then click Pay.
The payment will be processed using the stored credit card. The invoice will be updated to "paid", and you can send clients a copy of their paid invoice.
For easy reconciling, the description will be recorded in Stripe under the invoice.
