Stripe offers a simple and convenient way to enable your clients to pay their invoices with a credit and / or a debit card.
Setting a client's "Payment Processor" to Stripe enables them to pay their invoices with a stored credit / debit card. You can do this for all clients using the “Default” option.
Note: Setting a payment processor does not require a client to pay with that method, but it enables them to do so. Stripe and PayPal are exclusive so a client can only have one of those options set.
How Do I Set Stripe as the Default Payment Processor for All Clients?
Navigation: Connect > Payment Processors > Set Default
Step 1
- Choose “Stripe" from the Default dropdown.
- Click “Update.”
Note: "Default" sets all NEW clients from this point forward to have Stripe, but does not change previously set clients. See below "Set All to Default" to change previously coded clients.
Step 2
To set ALL clients to have the Stripe payment processor:
- Choose “Stripe" from the Default dropdown.
- Check the option for “Change all clients to default setting on Update.”
- Click “OK – Set to default for all clients."
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