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DEAR supports Stripe as a payment processor. Allow your customers to pay for their transactions using their preferred processor by creating pay link documents. DEAR generates electronic documents (PDF, email content) to enable your customers to seamlessly pay quotes and invoices. Payment documents can contain pay links, allowing customers to pay directly using these documents.


Payment processing platforms do not require a subscription add-on in Cin7 Core.  


For more information on using PayPal as a payment processor, see PayPal Integration.


IMPORTANT! The integration between DEAR and Stripe meets the General Data Protection Regulation (GDPR) standards implemented in May 2018 as well as the Strong Customer Authentication (SCA) requirements set forth in the second Payment Services Directive (PSD2) introduced in Europe in September 2019.


Prerequisites

  • Stripe account (required)
  • Users will need the Integration: Stripe payments permission in order to use this feature. 


Table of Contents


Connect DEAR to your Stripe account

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You can connect DEAR to Stripe by authorising the connection via the DEAR web portal. 

  1. Navigate to Integration → Stripe.
  2. On the Setup tab, enter your Stripe account name and click Connect to Stripe.
  3. Enter your login details if applicable, and authorise your connection on the Stripe side. 
  4. You are then redirected back to the Stripe Integration page in DEAR where, on the Setup tab, you can change the account associated with Stripe payments and the time zone, set Stripe to ask for billing information, and disconnect DEAR and Stripe, if necessary. Payment account must be a bank account, or can be a liability account with Accept payments enabled.
  1. Click Save Settings. Your Stripe account can now send and receive payments through DEAR.


Payment document information

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There are two types of payment documents you can generate for your transactions using Stripe:

  • Sale quote
  • Sale invoice.


Sale quote and sale invoice documents are generated from the sale quote and sale invoice document templates. You can see and edit the various template types by going to Settings → Document and Email Templates. See Managing document templates for more information.


Sale quote payment documents

These conditions should be met to enable pay links on generated sale quote documents:

  • Payment processor should be configured.
  • Sale quote should be authorised.
  • Customer credit account should be configured on the Account Mapping page.


Amount to pay for sale quote documents is calculated as the difference between the sale quote total and all payments/Prepayments.


After successfully completing the payment workflow, a Customer Credit record is created with the Account defined on the Payment processor settings page.


Sale Invoice Payment Documents

These conditions should be met to enable Pay Links on generated Sale Invoice documents:

  • Payment processor (Stripe or PayPal) should be configured.
  • Sale Invoice should be authorised.


Amount to pay for Sale Invoice documents is calculated as the difference between the Sale Invoice Total and all Payments/Prepayments.


After successfully completing the payment workflow, a Payment record is created against the relevant invoice.


Adding a Stripe Pay Link to a Payment Document

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There are two ways to insert a Pay Link into a document template: with a standard Pay Link image and with a custom Pay Link image. See Managing document templates for more information about adding mail merge fields to standard documents. 


NOTE: Stripe must be connected and configured for pay links to show on the payment document.  Simple text hyperlinks are not supported. 


To insert a Standard Pay Link image:

  1. In Settings → Document & Email templates, download the quote and/or invoice template.
  2. Copy an existing field to the location on the template where you want your pay link to appear. 
  3. Show the field code either by right-clicking the field and selecting Toggle Field Code or pressing Alt + F9 (on Windows) or Option + F9 (on Mac).
  4. Replace the copied field with the mail merge field { MERGEFIELD StripePay} and the field will be replaced with the Stripe Pay Link image. 
  5. Toggle off the field codes by pressing Alt + F9 (on Windows) or Option + F9 (on Macs) again.
  6. Save the edited template and upload. 




To insert a Custom Pay Link image:

  1. In Settings → Document & Email templates, download the quote and/or invoice template.
  2. Copy an existing field to the location on the template where you want your pay link to appear. 
  3. Show the field code either by right-clicking the field and selecting Toggle Field Code or pressing Alt + F9 (on Windows) or Option + F9 (on Mac).
  4. Replace the copied field with the code { IF “{MERGEFIELD StripePayLink}”=”” “<CustomImage>” “<CustomImage>” } and insert a PayLink with the specified <CustomImage> into the Word Template.
  5. Save the edited template and upload.



Paying with Stripe

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When a customer clicks on the pay link in a quote or invoice, they are taken to a page displaying the quote/invoice and payment options, of which there are two options:

  • Pay the full outstanding value of the quote/invoice
  • Pay less – this will open a pop-up window where the customer can enter a different value (for prepayments, partial payments, etc.).



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