Stripe Integration 1.0

Introduction

Stripe gives you the option to pay for services and memberships directly from OfficeRnD using your credit card and bank account. You can also issue refunds for charges paid via Stripe through OfficeRnD.

Contents

• Dos & Don'ts
• Activate the Stripe credit card integration
• Send receipts to customers
• How to add a credit card to the member portal
• How to add a credit card in the admin portal
• Enable ACH, SEPA, BACS Payments
• Related articles

Dos & Don'ts

• Do not disconnect the payment integration if you have pending payments!
• Any sync related issues must be handled by our support, not the customer. Do not use the Sync button in ways not described in the article.
• Getting the already available data from the integration (e.g. for ACH, switching over from another platform) should be handled with onboarding assistance (if the customer is in this stage) or through a support ticket/question.

Activate the Stripe Credit Card Integration

1. If you don’t have a Stripe account, go to https://stripe.com/ and create one.
2. Open https://app.officernd.com and navigate to Settings/Integrations in your organization.
3. Activate the Stripe integration and click Connect.
4. Enter your Stripe admin credentials and authenticate the connection. 
5. Click Done and Stripe is activated for your organization.

You can then open the configuration for the integration and enable ACH/SEPA. Please note that SEPA needs to be enabled in Stripe as well in order to work. Please contact Stripe support for more information and assistance.

Send Receipts to Customers

Stripe can automatically send receipts to your customers when we charge them. Please refer to this post by Stripe on how to set up mailing receipts and customize their layout. Note that Stripe doesn’t send receipts for transactions made in test mode (i.e. if you use the test key pair). 

How to add a credit card in the member portal

1. Log in to the member portal.
2. Click on Billing and open the Payment Details tab.
3. Choose Add credit card

How to add a credit card in the Admin portal

1. Navigate to Community/Companies or Community/Members, depending on whether you want to add the card to the company or to the member
2. Open a specific company or member
3. Click on the '+' button next to Payment Details.
   
   
4. Enter the payment information.

Enable ACH, SEPA, BACS Payments

In addition to ACH and SEPA payments, the Stripe integration supports BACS Direct Debit payments for UK customers. You can learn more about using BACS with Stripe here.

To enable any of the payment systems, navigate to Settings/Integrations and hit Configure under Stripe.

Note: ACH, SEPA, and BACS cannot work at the same time, even if all three are checked. The priority is ACH > SEPA > Bacs. If you want to use strictly BACS, you should enable only that option.

Note: BACS uses a mandate request system to authorize bank accounts. Learn more.

Related articles

• Stripe Errors & Troubleshooting
• Record a refund in Stripe