Stripe is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Stripe is a leading payment processor known for enabling businesses to efficiently handle online and in-person payments. It supports a wide range of payment methods and currencies, making it ideal for global expansion. With strong security measures, advanced fraud prevention, and over 6 million transactions every year, Stripe ensures your safety.
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Benefits of Integrating With Stripe
- Supports multiple currencies: Stripe is capable of recognizing and accepting multiple currencies, making it ideal for a world-wide business.
- Supports multiple methods of payment: Stripe is capable of accepting and processing multiple methods of payment.
- Strong security measures: Stripe excels at fraud prevention, making their transactions safe and worry free.
How to Integrate with Stripe
To integrate Stripe with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
Installing Stripe
1. Once you have navigated to the Integration Marketplace, select Payment.
Note: Stripe can also be found within the All folder, or by using the search filter.
2. Select Learn More or Stripe.
3. Click Install.
4. Once installed, select View/Edit Settings to connect your Stripe account to your CoreBridge system.
5. Type in the name of the Email you would like associated with your Stripe Account.
6. Click Create Account.
Note: When your account has been successfully created, you will see this screen. You can click on the Re-Link Account button at any time to make sure your connection is linked properly.
Reconfiguring Payment Methods
Begin by navigating to Settings / Accounting / Payment Methods.
1. Select Stripe from the Processor Dropdown Menu.
2. Select your default account for Credit Card Deposit Account.
3. You may click Test Account to ensure the account is communicating properly.
Note: You may only have one integrated credit card processor active at any given time. This selection list is where you manage this in the event you need to change it.
Payments
When using Stripe as the payment method, you may use the Payments screen or take the payment from within an Order.
Taking a Payment Using the Payments Screen
Begin by navigating to Sales / Payments.
1. Click the Green Plus button to begin a new payment.
2. Select the name of the Company from the dropdown.
3. Select the Order or Orders you would like to collect payment for using the Green Checkboxes.
4. Click Continue. This will bring up a payment pop-up.
Note: You may choose a partial payment if needed by hovering over the green down arrow at the end of the row.
5. Using the dropdown menu, select Credit Card (Stripe).
6. Choose the payment type from the Stripe payment entry form including Card, Klarna, and Cash App Pay.
7. Fill in the pertinent information in the payment form.
8. Click Submit Payment.
Taking a Payment Within an Order
Begin by navigating to Sales / Orders.
1. Select the Order you would like to collect payment on.
2. Click Enter Payment.
3. Using the dropdown menu, select Credit Card (Stripe).
4. Choose the payment type from the Stripe payment entry form including Card, Klarna, and Cash App Pay.
5. Fill in the pertinent information in the payment form.
6. Click Submit Payment.
Refunds
You may initiate a refund from the Payments screen, or from within an Order.
Refunding Using the Payments Screen
To refund from the Payments Screen, begin by navigating to Sales / Payments.
1. Select the Order you would like to refund.
Note: You can click anywhere on this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
2. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
3. Click Initiate Refund.
4. Select Credit Card (Stripe).
5. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
6. Include a Reason for Refund, if desired.
7. Click Process Refund.
Refunding Within an Order
To initiate a refund from within an Order, begin by navigating to Sales / Orders.
1. Select the Order you would like to refund.
2. Click Payment History.
3. Select the Payment you wish to refund.
Note: You may click anywhere along this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
4. Select Credit Card (Stripe).
5. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
6. Include a Reason for Refund, if desired.
7. Click Process Refund.
