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] and/or [Pay Invoice] Portal buttons 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".
To Connect to Stripe
Quick Flow:
Company Settings Side Menu
Connected Apps Top Tab
Connected Apps Expandable Section, > [+ADD]
Type* > "Payment",
Sub Type* > "Stripe",
[CREATE]
[Connect with Stripe]
Payment Method(s)
Payment Surcharge
[SAVE]
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:
Press the "Type*" dropdown and Select the option "Payment", then
Press the "Sub Type*" dropdown and Select the option "Stripe", then
Press [CREATE] to display the Create Stripe Connected App Window
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".
To View Stripe Transactions
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
