There’s no two ways about it—tracking and managing payments is a hassle. There’s no visibility on invoice payment, invoices often slip through the cracks, clients find the payment process inconvenient, the list goes on. All of these things add up to make your payment process slow and inefficient.
That’s why we integrated with Stripe, to make simplify payments for both you and your clients.
What is Stripe?
Stripe is one of the world’s biggest online payment processing platforms, helping business across the world simplify the payment pipeline, from end to end.
With this integration, you can sync your client database across SuperOps.ai and Stripe, simplify payments for your clients through ACH and card payments within the client portal, and get a bird’s eye view of invoice payments for each client.
Now that we’ve seen what the integration can do, let’s dive into how you can configure Stripe for your business.
How to set it up
📝 Note:
Before you get started, make sure you have an active, fully configured Stripe account.
1. Click the settings icon on the pane to the left. On the settings page, scroll to the bottom, where you’ll find the marketplace.
2. On the marketplace page, you’ll find Stripe under the payments section. Click the 'Integrate' button to start the configuration process.
3. The configuration process is fairly simple and straightforward. First, you’ll need to log in to your fully configured Stripe account to connect it with SuperOps.ai. You’ll be redirected to a login page where you can enter your credentials and log in to the account.
4. Once you’re logged in, you can start mapping clients between Stripe and SuperOps.ai in the Stripe configuration page.
5. You can either choose to map existing clients between both platforms, create existing clients in SuperOps.ai as new clients in Stripe, or ignore mapping specific clients. Once you’re done, click the import button to start the import process.
6. Once you’re done mapping clients, the configuration process is complete. Now, your clients can log in to their client portal, set up their payment methods, and pay their invoices.
How clients can pay invoices in SuperOps.ai
1. The client can log in to their client portal in SuperOps.ai with their credentials. Once they’re logged in, they can switch to the invoice tab to see a list of all their invoices and their corresponding payment status.
2. But before they can open and pay an invoice, they need to configure their payment methods. They can do so by clicking Payment Settings on the left panel.
3. On the payment settings page, they can find two different payment methods they can use to pay their invoices: the ACH payment method or a credit card.
4. With the ACH payment method, they can set up their bank account and pay invoices with funds directly from their bank account. This payment method is incredibly useful when they want to set up a payment method to handle recurring payments for invoices.
📝 Note:
The ACH payment method is only applicable to US customers and banks operating in the US region.
5. To set up an ACH payment method, all they need to do is fill in the bank’s account number, the account holder’s name, the account holder’s type, country, currency, and routing number, and click save.
6. After saving their payment details, the final step is to verify the payment method. This can be done using two micro-deposits or a combination of a micro-deposit and a descriptor code.
Through two micro-deposits: Stripe will send them two small, unique amounts of money, which they’ll need to enter to verify their bank account successfully.
Through a descriptor code and a micro-deposit: Stripe sends a single, 0.01 USD micro-deposit to the client’s bank account with a unique, 6-digit descriptor_code that starts with SM. They can use this string to verify their bank account.
📝 Note: If you need to remove an ACH payment method or credit card for any client, you can do it directly from the Stripe portal. The changes will be automatically reflected in SuperOps.
7. Once they’ve verified the account, they can start paying your invoices right away. The other payment method they can use is adding a credit card for payments. Pretty straightforward stuff.
📝 Note:
SuperOps.ai supports automatic payment for all invoices. On each due date, the billing amount will be debited from your client's debit or credit card if the auto-payment option is enabled.
The technician working with this client will also have visibility into the client’s preferred payment methods. Technicians can also add payment methods for their clients. They can do so by navigating to the payment settings page within the client’s invoice tab.
8. Now that their payment methods have been configured, they can open up an unpaid or overdue invoice, and simply click the Pay with Stripe button to complete payment for the invoice.
Stripe Public Payment Link:
You can share Stripe’s public payment link with clients to make payments easier for them. Using the link, clients can use different payment methods, such as credit or debit cards or ACH, to settle their invoices.
The Stripe public payment link will be embedded directly in your invoice. (It won't be available for invoices with a total amount of zero, though.)
2. Upon clicking the payment link, clients will be directed to the Stripe portal. They can choose their preferred payment method within the portal and proceed with the transaction.
📝Note: The ACH option is exclusive to US accounts, determined by the currency setting in the MSP configuration. If the currency is set to US dollars, both Card and ACH payment methods will be available; otherwise, only Card payment methods will be accessible.
Can't find the integration you're looking for? Let us know! We'd love to co-build the product with you and make it a part of our product roadmap.