Purpose: Integrating with Stripe streamlines the payment process, offering convenience and security for both you and your customers. Cater to different customer needs, online payments or over the phone, increasing the likelihood of successful transactions. Enabling Apple Pay and Google Pay as payment methods allows customers to choose their preferred option, enhancing transaction convenience. It also offers flexibility by providing multiple payment choices to customers.
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Deferred payments are valid for 7 days in Stripe.
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Stripe does not process payments below £0.30 due to associated fees.

This integration requires Payment methods to complete set-up.

➡️ Profile icon > Integrations > Payments
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➡️ Stripe > Add integration
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You can go through the steps in the side panel to complete the setup.
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➡️ Connect to Stripe > Complete Stripe sign in steps > Connect
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In step 1 you'll need to link your Stripe account by logging in through the integration. You'll be redirected to Stripe's login page.
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If you have two-factor authentication (2FA) set up on your Stripe account, you'll need your device to hand to complete the sign-in through Commusoft.

If you have multiple Stripe accounts, they will be listed to select one per Commusoft account.

Once the Stripe authentication is complete, you'll be redirected to Commusoft again to continue to the next step.

Stripe can facilitate a few different types of payments:

In step 2 you will be presented with 3 fields to set up the various ways to take payment with Stripe. Each payment integration option should have its own dedicated payment method.
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The first drop down will ask you to set an initial payment method that should be used for one-off and automatic recurring payments. Customers will need to enter their card details on the payment form displayed within the self service portals using this method.
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➡️ Select the Payment method from the first dropdown
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MOTO is an acronym for mail order/telephone order, whereby customers may provide their card details over the phone or by mail. Following SCA regulations, customers will need to confirm payments made online from time to time. You can reduce this likelihood of triggering by enabling MOTO payments in the integration settings.
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Please select this checkbox to enable MOTO payments for your credit card integration?

➡️ Tick MOTO payment method
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Your Stripe account must also be enabled for taking MOTO payments via third-party applications. Check with Stripe to ensure this is set up on your account when enabling this option.

Stripe can facilitate payments via digital wallets, using card details stored digitally to provide a quick and convenient way to make online payments. Customers can use Google Pay or Apple Pay to pay invoices online through the self-service portals.
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➡️ Select the Payment method from the second dropdown
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Find out more about Digital Wallet payments on the 🔗️ Stripe website.

Due to Wallet Pay using Stripe to take payments, they respect any limits set for credit/debit cards within portal settings. Please ensure these are set for your requirements in the 📘️ Invoice portal settings and 📘️ Statement portal settings once you have completed the Stripe integration setup.
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If the customer has Google Pay set up on their device or browser, they will be able to use this option when making payments through the self service portals.
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Google Pay needs to be active in your Stripe account, this should be located within the payment methods setting under "Wallets". If you need help finding this, please get in touch with Stripe support directly.
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If the customer has Apple Pay set up on their device or browser, they will be able to use this option when making payments through the self service portals.
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Apple Pay needs to be active in your Stripe account, this should be located within the payment methods setting under "Wallets". If you need help finding this, please get in touch with Stripe support directly.
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Stripe requires a domain to be registered for Apple Pay to be used. For Commusoft to use Apple Pay, you will need to register the portals domain following the below steps:

If you need further assistance with adding the required domain, please get in touch with Stripe support directly.
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It is not currently possible to select a nominal code to use with Stripe payments. The first nominal code created on your account will be used, this is logged internally as ID1. Please contact [email protected] for any assistance with locating this nominal code.

Now the integration setup is complete, you can add the email tags to the relevant template to generate the portal links for customers to pay online:

The tags listed should be added to the template using the 'Use tagging' button provided in the settings. Copy/pasting tags may cause them to not generate as expected.

You can amend the payment method options if you need to make changes at later date.
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➡️ Manage integration > Amend payment methods > Continue
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Wallet Pay is not a required payment method, if you no longer wish to offer payment via digital wallets you can disable it to remove the options from the self service portals.
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➡️ Select "Please choose payment method" from the second dropdown
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It is not currently possible to disable a single Wallet Pay method, when enabled Google Pay and Apple Pay will both be available.

If you no longer wish to use the Stripe integration, or you need to change the integrated Stripe account, it can be disconnected.
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➡️ Disconnect > Type "Disconnect" > Disconnect
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Any pending deferred payments will need to be cancelled or allowed to process before disconnecting your Stripe integration.

All stored cards will be removed from your customers once you complete the disconnection.