Configuring Stripe
Linking your Stripe account
The first thing you will need to do, is link your Stripe account to Billingbooth.
To do this, navigate to the Payment Settings screen, simply click on the Settings menu item in the left-hand main navigation and click the Payments link under the General menu heading.
Once there, click the Add Payment Provider button at the top-right.
This will take you to the Add New Payment Provider screen.
Select Stripe from the Provider drop-down menu and then click the Next button to proceed.
On the Connect to Stripe screen, clicking the Finalise button will redirect you to Stripe, where you can enter your Stripe credentials and request your authorisation to link your account.
Once the process is complete it will return you to Billingbooth's payment screen where you should see a confirmation appear, informing you that your account is now linked.
Stripe payment settings
Once set up, if you click the Edit Integration button of the Stripe payment provider listing, found in the Actions column, you will have a range of options available to you.
| Field | Description |
|---|---|
| Description (Optional) | A means of differentiating between other Stripe integrations you may have set up on Billingbooth. |
| Collection mode | How the payment will be collected after issuing an invoice: Automatic, after issuing invoice - Collect the payment automatically. Manual - Collect the payment by heading to the Invoices screen and clicking the respective Take Payment action for an invoice. |
| Payment date | When you would like the payment to be taken: Collect relative to invoice issue date - Collect payments X days after the invoice issue date. Where X equals the value supplied in the Collect after field below. Collect on a fixed day - Collect payments on a fixed day of the month, specified in the Day of the month field below, regardless of invoice issue date. |
| Collect after (if Automatic, after issuing invoice and Collect relative to invoice issue date are selected) | The value you enter here will detirmine how many days after issuing an invoice Stripe will wait before taking payment. For example, entering 14 will see payment taken automatically, 14 days after the invoice(s) have been issued. |
| Day of the month (if Automatic, after issuing invoice and Collect on a fixed day are selected) | The value you enter here will detirmine which day of the month Stripe will take a payment. It should be noted that Billingbooth requires 1 day to process Stripe payments, as such, issuing an invoice less than a day before your Day of the month value will likely result in a payment being taken later on. |
| Automatic retry | If a payment fails, typically due to insufficient funds, having this field checked will have Billingbooth retry taking the payment up to three times. Each retry will typically take 1 day as it submits, fails, then submits again etc.. |
| Email notifications | Stripe event notifications such as failed payments can be emailed. |
| Notification address (if Email notification checked) | The address to send Stripe payment notifications to. If you wish to enter multiple email addresses, separate them with a comma (,). |
Overriding Automatic Collection Period
There could be instances where you wish to have a different automatic collection period set for one or more customers that differs from your global automatic collection period settings (as above).
To accomplish this, you can head to Customers in the side-navigation and then Customers, select the customer, and then in the top navigation menu, click Configuration > Payment Methods.
From the Payment Methods screen, for payment method already listed, you're able to click the value in the Automatic Collection Period column to open an Edit modal. This lets you specify the exact collection period you'd like for this customer.
If you ever wish to set it back to the default global behaviour, simply open the Automatic Collection Period Edit modal and click the Remove button.