Integrating Stripe For Payment Processing

Setting up Integrations with Stripe

1. Navigate to Payments Tab

   • Access the payments tab on the left-hand menu.

2. Go to Integrations

   • Move to the far right of the top menu to find the integrations section.

3. Create Integration with Stripe

   • Ensure you have a pre-existing Stripe account.

   • Other merchant account options include nmi, authorized.com, .Net, PayPal, etc.

   • Stripe is recommended for credit card processing.

   • Click "connect" to link your CRM with Stripe.

   • Log into your Stripe account to complete the connection.

4. Setting up Stripe Account

   • Visit the Stripe website to create an account.

   • Follow the step-by-step process to set up your Stripe account successfully.

5. Integration Benefits

   • Integration enables charging cards on file, recurring billing, subscriptions, etc.

   • Necessary for utilizing tap to pay services.

   • Without a connected Stripe account, tap to pay services will not be accessible.

6. Additional Information

   • For inquiries about other integration options, reach out for assistance.

   • Stripe is the primary payment processor for tap to pay services on the mobile app.

Link to Loom

https://www.loom.com/share/e2332030b51a405cac1416edd3651b01