Stripe Integration 1.0 allows organizations to accept payments for services and memberships directly through OfficeRnD using credit cards and bank accounts. Additionally, OfficeRnD can issue refunds for Stripe transactions directly.
Dos and don'ts for using the Stripe Integration
Before you activate and start using the Stripe integration, read and follow these best practices:
Do: | Don't: |
Use the Stripe integration to streamline payment collection and reconciliation in OfficeRnD. | Do not disconnect the payment integration if you have pending payments. |
| Avoid using the Sync button unless specifically described in official instructions. Our support, not the customer, must handle any sync-related issues. |
| For data migration or setup (for example, switching from another platform), work with the Onboarding team or contact the Support team. |
How to activate the Stripe credit card integration
To activate the Stripe credit card integration:
Go to https://stripe.com and create a Stripe account.
Open the OfficeRnD Admin Portal and go to Settings
> Integrations.
In the All Integrations section, find the Stripe integration and click Add.
In the Active Integrations section, find the Stripe integration and click Connect.
Log in with your Stripe admin credentials and authenticate the connection.
Click Done. Stripe will now be activated for your organization.
Open the integration settings and configure payment methods such as ACH or SEPA. If you need assistance activating these features, contact Stripe Support.
How to activate ACH, SEPA, and BACS payments
OfficeRnD supports ACH and SEPA payments and BACS Direct Debit payments. To activate these options:
Go to Settings
> Integrations in the Admin Portal.Click Configure under Stripe.
Activate the desired payment method.
Notes:
ACH, SEPA, and BACS cannot operate simultaneously. Priority is ACH > SEPA > BACS.
Only activate BACS if you strictly want to make BACS payments.
BACS uses a mandate request system for account authorization. Learn more about using BACS with Stripe →
How to add a credit card in the Member Portal
Members can add credit cards to their Member Portal profiles by following these steps:
Log in to the Member Portal.
Click Billing and open the Payment Details tab.
Click Add Credit Card and enter the payment information.
How to add a credit card in the Admin Portal
Admins can add a credit card on behalf of a member or company:
Go to Community
> Companies or Members and open a company or a member profile.In the panel on the right, click the
button in the Payment Details section.
In the Add Credit Card dialog, enter the credit card details.
How to send receipts to customers
Stripe can automatically send email receipts to your customers when they are charged. To activate and customize email receipts:
Go to your Stripe dashboard.
Configure receipt settings as described in this post by Stripe.
Note: Receipts are not sent for transactions processed in test mode.