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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.


DEAR supports Stripe and PayPal as payment processors. To allow your customers to pay for their transactions using their preferred processor, you can define a payment document containing links to these payment processors.


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)


Table of Contents


Stripe Integration Setup

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Integration is a two-step process:

  1. Generate live API keys
  2. Connect DEAR to your Stripe account


Generate Live API Keys

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You must first generate the API keys vital to integrating Stripe with DEAR.


NOTE: This article assumes that you have signed up for and/or set up a Stripe account. For assistance related to your Stripe account, see the Stripe documentation website.


To generate live API keys:

  1. Go to your Stripe Account Dashboard and activate your account.
  2. Select Get your live API Keys.

NOTE: If you're not ready to go live with the connection and just want to test how Stripe works with DEAR, select Get your test API keys instead. The test API keys are meant for testing and development – do not use them in your live environment. Once you're ready to go live with the DEAR-Stripe integration, you need to get your live API keys and connect the two platforms again. For more information on Stripe's test and live keys, read this article on the Stripe documentation website.

  1. Click to copy the Publishable Key for the next step – Connect DEAR to your Stripe account


Connect DEAR to your Stripe Account

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After setting up your Stripe account, you can then connect DEAR and Stripe.


To connect DEAR to Stripe:  

  1. Navigate to Integration → Stripe.
  2. On the Setup tab, enter your Stripe account name and click Connect to Stripe.
  3. If you haven't set up and activated your Stripe account previously, you will have the opportunity to fill up the Stripe account form at this time. Otherwise, DEAR will then connect directly to Stripe.

NOTE: You can skip the Stripe account setup form if you're using test API keys for testing and development.

  1. You are then taken 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.
  2. 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:

  • 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 (Stripe or Paypal) 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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