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

Q. I'm having difficulty getting the strip payment option to appear on my sales invoice. 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. Please toggle field codes by pressing option + F9 for Mac or ALT + F9 to view field code for MERGEFIELD StripePay, you need to connect your DEAR account with Stripe to get it working. If the sample invoice available at 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 Paypal and Stripe. Please check this doc for more details on how it works

Q. Just trying to work out invoicing and wondering if you can help me out?  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 of 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.  Can you also advise me on how to do that? I can attach an invoice and an email that we generate in Xero which we are hoping we can replicate in DEAR systems.

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 You may also view our video tutorial 'Template Editing' at

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 then navigate to Sale -> New Sale. Create a new sale order and complete the Invoice tab. Then you can print the invoice in pdf and follow the link.

Q. Hi, is it possible to record stripe payments in the sale screen by our sales agents? 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 in pdf and click on the button which will take them to the screen where they need to input customer credit card details please see the following link. In the sale screen you can indicate the sales rep.

Q. Stripe Pay merge field isn't working any more on quotes and invoices. Please let us know when it's working.

A. Please check if you have 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. Please contact our support team with the screenshot detailing error and/or keys use to connect to Stripe. On Setup page you don't need CVC

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. Please connect a stripe payment account by navigating to Integration > Payment processors > Stripe (beta), after completing this step you can add attached invoice to your DEAR Account to use Stripe payment button or add 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. Please send this to Stripe support They will check their log and give you exact reason. We cannot do anything with that problems.

Q. I am wondering if then if in 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 "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 system process the fee deduct by Stripe to represent into account.

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

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