Processing Credit Cards using Stripe

Processing Credit Cards using Stripe

Processing Credit Card Using Stripe


CustomBooks™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices.

Setting up Stripe

To setup Stripe,
  1. Login to your Stripe account. https://dashboard.stripe.com/login
  2. Navigate to Quick Menu → Settings → Integrations.
  3. Click Stripe → Stripe Logo.
  4. Indicate the accounts that you'd like to use in the provided fields.     Bank Account:   The account  for which stripe deposits should be recorded.   Merchant Fee Account:   The account for which stripe processing fees should be recorded.    Stripe Clearing Account:   The account that holds the money between the time it was charged and the time it gets deposited.  Stripe refund account:   The account for which Stripe will use to process customer refunds.    Stripe charge account:   The account that is used for charges by Stripe that don't have an associated payment.

Setting up Stripe in Settings

An overview of the process:

  1. The customer’s card is registered with Stripe in CustomBooks™ (onetime).
  2. On a Cash Receipt or a Cash Sale, clicking the Charge with Stripe button will process the charges listed on the document.The actual card number is not stored in CustomBooks™, it is stored with Stripe. CustomBooks™ stores a reference to that card and passes a secure token to Stripe toauthorize the charges. This is done for security reasons and so that the card may be used for future orders.

Registering a Customer's Card with Stripe

  1. Navigate to the Customer / Vendor Central and find the customer by searching or picking from the list.
  2. Double click the customer record to open the card.
  3. Click on the Credit Card tab.
  4. Click Register Card in Stripe.
  5. Enter the customer’s email address, card number, expiration date and CVV code.
  6. Click Register Card.

The Credit Card tab in Customer Card

Using a Stored Card to pay for an Invoice

  1. Generate or create a Cash Receipt. Complete all fields.
  2. Click Post.
  3. Click Charge with Stripe.
  4. Click Post.

Charing a customer with Stripe on a Cash Receipt

Removing a Customer's Card from Stripe

  1. Navigate to the Customer/Vendor Central and find the customer by searching or picking from the list.
  2. Double click the customer record to open the card.
  3. Click on the Credit Card tab.
  4. Click Delete Card.

Adding the "Make Payment" button to Emailed Invoices

When Stripe has been integrated with CustomBooks™, a Make Payment button is added to outgoing invoices when emailing them to the customer. The customer can click this button and complete payment by filling out the form. After the customer completes the transaction, a Cash Receipt is automatically created in CustomBooks™ and emailed to the customer.


The Make Payment button on an Invoice sent via Email

Recording a Deposit when Stripe transfers receipts

Stripe transfers credit card receipts to the connected bank account on a regular basis as set up in Stripe settings. When this happens, a deposit document is automatically created and posted in CustomBooks™.   Upon Deposit creation, CustomBooks™ automatically matches the Deposit with the corresponding cash receipts / case sales included in the deposit.     The Stripe Fees are recorded automatically in the G/L Accounts tab on the Deposit.   

If for some reason a cash receipt / cash sale cannot be found for a deposit, the deposit is recorded to the account that has been specified in settings as the Stripe Charge Account.    To view or change this account, navigate to Settings / Integrations / Stripe.


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