Stripe Integration FAQs

Q. Can you send us the invoice template, so that we can offer Stripe payments on our invoices?
A. Please get a sample template for Stripe Payment from here http://dearsystems.com/inventory-software/wp-content/uploads/2014/10/InvoiceSampleStripe.zip


Q. I'm having difficulty getting the Stripe payment option to appear on my sales invoices. I have used the { MERGEFIELD StripePay} as described in the notes but it doesn't seem to be working. Needless to say I'm doing something wrong so do you have an example of how it's used that I can learn from?

A. You may toggle field codes by pressing option + F9 for Mac or ALT + F9 for Windows to view field code for MERGEFIELD StripePay. You may need to connect your DEAR account with Stripe to get it working. If the sample invoice available at http://dearsystems.com/inventory-software/wp-content/uploads/2014/10/InvoiceSampleStripe.zip doesn't work for you, then you need to make sure that your Stripe account is connected successfully.


Q. We were wondering if there's a way to send customers an invoice from DEAR with a link to process the invoice via credit cards? perhaps through PayPal?

A. Yes , we support two payment processors, namely, Paypal and Stripe. Please check the following document for more details on how this works: http://dearsystems.com/inventory-software/wp-content/uploads/2015/08/HowToPayWithStripeAndPaypal.pdf


Q. I want to create an invoice that when I email out we can provide a link to pay via credit card or PayPal.  Can you please advise me on how to do that? Also I am looking to set up a generic email that when I send it out to the customers it displays the invoice amount and also addresses the email to the appropriate contact.  

A. You will need to add one of the following mail merge fields to your invoice depending on the payment processor used: Pay with PayPal or Pay with Stripe.


Here's a guide to help you understand how to edit email templates https://dearsystems.freshdesk.com/support/solutions/articles/1000111964-email-templates. You may also view our Template Editing video tutorial at https://www.youtube.com/watch?v=R-WL439BZL4.


Q. I’ve set up Stripe integration. How do I enter manual orders and run the customer's card without getting out of DEAR?

A. Once you have set up the integration and added StripePay mail merge field to your document template, you can navigate to Sale>New Sale, create a new sale order and complete the Invoice tab. Then you can print the invoice as PDF and follow the link.


Q. Is it possible to let our sales agents record Stripe payments on the Sale screen? We take card payments over the phone so this would be a useful addition.

A. At this stage, payments can only be taken with the Pay with Stripe button which needs to be included on the invoice template. Your sales reps can just as easily open the file as PDF and click on the button which will take them to the screen where they need to input customer credit card details. You can also indicate the sales representative in the Sale screen.


Q. Stripe Pay merge field isn't working any more on quotes and invoices. 

A. Check if you have an Authorised Invoice Tab. Stripe Pay button may be missing because the Invoice tab is not Authorised.


Q. I tried to set up Stripe, but I'm getting an error on the Setup page when I click Connect to Stripe that I must enter the CVC.

A. You don't need to enter the CVC on the Setup page. If the error persists, you may contact our Support team at support@dearsystems.com with the screenshot detailing the error.


Q. We presently use the Stripe integration with Xero, which allows the customer to click a link in the invoice email which takes them to the Stripe payment portal. Can the integration between DEAR and Stripe do the same?

A. Yes, our Stripe integration can do the same. Connect a Stripe payment account by navigating to Integration > Payment processors > Stripe, after which you can add attached invoices to your DEAR Account using the Stripe payment button or add a mail merge field to your invoice for Stripe payment button.


Q. I am using my live API Keys but get the message your card was declined.

A. You may send the details of your issue  to Stripe support at https://support.stripe.com/contact/login. DEAR does not have anything to do with this problem.


Q. I am wondering if, for each invoice or customer, we will have the option to either enable or disable credit card acceptance or not.

A. You can create special invoice template where you add the "StripePay" mail merge field and use it to generate invoices where you want Stripe enabled. Just make sure you give this template some distinct name.


Q. How does DEAR process fee deductions by Stripe?

A. Currently, DEAR does not capture any fee-related information from Stripe.

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