Processing Credit Cards using Stripe

Processing Credit Cards using Stripe

Processing Credit Card Using Stripe



AccountingSuite™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices.

Setting up Stripe

To setup Stripe,
  1. Login to your Stripe account. https://dashboard.stripe.com/login
  2. Navigate to Quick Menu → Settings → Integrations.
  3. Click Stripe → Stripe Logo.
  4. Indicate the accounts that you'd like to use in the provided fields.

Setting up Stripe in Settings

An overview of the process:

  1. The customer’s card is registered with Stripe in AccountingSuite™ (onetime).
  2. On a Cash Receipt or a Cash Sale, clicking the Charge with Stripe button will process the charges listed on the document.The actual card number is not stored in AccountingSuite™, it is stored with Stripe. AccountingSuite™ stores a reference to that card and passes a secure token to Stripe toauthorize the charges. This is done for security reasons and so that the card may be used for future orders.

Registering a Customer's Card with Stripe


  1. Navigate to the Customer / Vendor Central and find the customer by searching or picking from the list.
  2. Double click the customer record to open the card.
  3. Click on the Credit Card tab.
  4. Click Register Card in Stripe.
  5. Enter the customer’s email address, card number, expiration date and CVV code.
  6. Click Register Card.

The Credit Card tab in Customer Card

Using a Stored Card to pay for an Invoice


  1. Generate or create a Cash Receipt. Complete all fields.
  2. Click Post.
  3. Click Charge with Stripe.
  4. Click Post.

Charing a customer with Stripe on a Cash Receipt

Removing a Customer's Card from Stripe


  1. Navigate to the Customer/Vendor Central and find the customer by searching or picking from the list.
  2. Double click the customer record to open the card.
  3. Click on the Credit Card tab.
  4. Click Delete Card.

Adding the "Make Payment" button to Emailed Invoices


When Stripe has been integrated with AccountingSuite ™, a Make Payment button is added to outgoing invoices when emailing them to the customer. The customer can click this button and complete payment by filling out the form. After the customer completes the transaction, a Cash Receipt is automatically created in AccountingSuite ™ and emailed to the customer.


The Make Payment button on an Invoice sent via Email

Recording a Deposit when Stripe transfers receipts


Stripe transfers credit card receipts on a regular basis. When this happens, a deposit document is automatically created and posted in AccountingSuite ™.

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