This Help Article covers:

General/Overview:

💡 TIP: It is recommended that you set up a Stripe Account before proceeding to connect Katipolt to Stripe.

To enable Customers to make Payment through Stripe, you need to add either the [View Invoice] Portal button to your Sales Emails to give the Customer access to the Digital Invoice Portal. For more information on adding these buttons, see the Help Article: "Sales Digital Invoices".

💡 TIP: Having set up your Stripe API, if you wish to try out the payment process, when opening the Payment Portal, do so using an incognito Browser Window OR log out of Katipolt before opening the Payment Portal.

Quick Flow:

1. From the Side Menu, Press Company Settings, then Press Connected Apps Top Tab to display the Connected Apps Expandable Section

2. From the Connected Apps Expandable Section, Press [+ADD] to display the "NEW CONNECTED APP" Window

3. From the "New Connected App" Popup:

4. From the Create Stripe Connected App Window, Press [Connect with Stripe] to display the Set Up Account/Log in to Stripe Window

5. From the Set Up Account/Log in to Stripe Window, follow the prompts to Set Up OR Connect to your Stripe Account and display the Connected App: Stripe (XXXX) Window

6. From the Connected App: Stripe (XXXX) Window's Details Tab, Toggle on the Payment Method(s) to display that option on the Online Payment Page, then Set the Payment Surcharge Amount and Press [SAVE]

⚠️ NOTE: The default Payment Method "Credit/Debt Cards" is toggled "On" and cannot be toggled "Off".

The Connected App: Stripe (XXXX) Window is where you can view a list of the Stripe Transactions.

Press the "Stripe Account" Top Tab to display a List of your Transactions