Set up Stripe to take payments online
Connect your Stripe account in Financial settings so your customers can pay invoices online by card or bank account.
Connect your Stripe account at Settings > Admin > Financial, under Receiving Payments. Allmoxy takes payments through Stripe. Once your Stripe account is connected, your customers can pay their invoices online by card, and by bank account if you turn that on.
Applies to: anyone who takes online payments. Financial settings need the Manage Financial Settings permission, which only the account owner has by default.
In this article
Connect Stripe
- Go to Settings > Admin > Financial.
- Under Receiving Payments, set Merchant gateway to Stripe.
- Click Connect Stripe and sign in to your Stripe account (or create one) to link it to Allmoxy.
- Save your settings.
To unlink the account later, click Disconnect Stripe.
Choose your payment options
These settings sit in the same place, Settings > Admin > Financial:
- eCheck lets customers pay by bank account. See Accept bank (ACH) payments.
- Minimum payment amount shows in the payment screens as the smallest payment a customer can make.
- Credit Card Convenience Fees adds a surcharge to card payments. You agree to the terms, enter the percent, choose an export class and write the message customers see. Each surcharge is recorded as its own paid fee invoice.
Things to know
- With the gateway set to None, customers can't pay online. Your team can still record payments by hand.
- Bank payments need Stripe Connect. The plain Stripe option can't take them.
- Changing to a different Stripe account or payment setup hides cards saved with the old one. Customers will need to save them again.
- Each customer contact who pays online needs the Make Payments permission.
- Your default currency can't be changed once it's set.