Setting Up Credit Card Payments for Invoicing Customers
Background
As an Accounting customer, you can offer payment of your customer invoices by credit card, as well as Google Pay or Apple Pay. Patriot Software has partnered with Stripe, a third-party payment processor, to provide you and your customers with a seamless payment experience.
Patriot Software does not charge any fees to accept credit card payments or to integrate with our payment processing partners. However, Stripe does have a “per transaction” fee schedule based on the credit card type. They will bill you separately from Patriot Software.
Please read, “Stripe FAQs for Accounting Software Customers.”
Applying for a Stripe Account
To accept credit card payments via Stripe in Patriot’s Accounting Software:
- Go to Settings > Accounting Settings > Transaction Settings > Payment Processor.
- Click the button to “Apply for Strip”, or “Learn More.”
Questions about Stripe?
- For common questions about Stripe in your accounting software please read, “Stripe FAQs for Accounting Software Customers.”
- For general questions about Stripe please use Stripe’s Support Center.
- For questions about setting up a new account with Stripe, see New Account approval process.
- For a list of restricted businesses, see Stripe’s restricted businesses.
- For questions about disconnecting Stripe from another platform to connect it to Patriot, see: Disconnect your Stripe account from a third-party platform.
Finish Your Payment Processor Settings
After your account with Stripe is active, you must finish your payment processor settings in Patriot.
Settings > Accounting Settings > Transaction Settings > Payment Processor.
Keep the Accept Stripe payments toggled so it is enabled You can disable this later if you want to stop accepting Stripe payments.
You’ll complete these settings:
- Include the Stripe payment link in invoice emails. You can update the selection when sending each invoice email if needed.
- ACH Direct Debit -When you check the box this option will be pre-filled to “Yes” when you email each invoice.
- Credit Card – When you check the box, this option will be prefilled to “Yes” when you email each invoice.
- Receive email notifications for successful Stripe payments.
- ACH Direct Debit – Check the box if you want to receive an email from Patriot each time a customer successfully pays by ACH.
- Credit Card – Check the box if you want to receive an email from Patriot each time a customer successfully pays by credit card.
- Receive email notifications for failed Stripe payments. (ACH only)
- ACH Direct Debit – Check the box if you want to be notified if an ACH payment has failed.
- Deposit Account for Stripe Payments
- Choose the asset account to record Stripe payments. When a customer has paid an invoice Patriot will automatically record the payment for you on the invoice.
You are set to start receiving electronic payments when you email your customer invoices. For more details, see the help article Accepting Credit Card Payments on Customer Invoices and “Accepting ACH Direct Debit Bank Payments on Customer Invoices.”
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