Overview ClientPoint Pay, powered by Stripe, offers a streamlined way for your business to send payment requests and receive online payments directly within the ClientPoint platform. This new feature allows you to conveniently integrate your Stripe account with ClientPoint, enabling a secure, centralized payment experience. By accepting multiple Stripe-supported payment methods, ClientPoint Pay simplifies client transactions, making it easy for companies to handle payments and track financial activities. Here’s a guide on setting up and using ClientPoint Pay.
Integrating Your Stripe Account with ClientPoint Pay
Note: Make sure ClientPoint Pay is enabled in your system. If you don’t see the option, contact your Client Success Coordinator or email support@clientpoint.net.
Step 1: Set Up a Stripe Account
- Log into your ClientPoint Account and navigate to Settings.
- Under Integrations, locate and click on Stripe.
- Click on Connect to start the integration process.
Stripe Account Setup
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Scenario 1: New Stripe Account
- Enter the preferred email for the account registration.
- Provide your mobile number with country code; you’ll receive a verification code required to complete the setup.
- Choose to either use existing business details or add new ones for this account.
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Scenario 2: Existing Stripe Account
- Enter your registered Stripe email and password.
- Verify your mobile number by entering the verification code sent via text. Save the backup code provided on the verification screen.
Once verified, Stripe will guide you to enter additional information, such as:
- Business Information: Details like Location, Business Type, and Structure.
- Personal and Professional Verification: Provide relevant details to verify your identity.
- Public Profile: Enter details to display to customers. After completing all sections, you’ll be redirected to ClientPoint to finalize the integration.
Understanding Stripe Integration Stages in ClientPoint
- Pending: Indicates that the Stripe integration is in progress. Once the account creation process is complete, the status will change to Completed.
- Incomplete: Means additional information is required. To complete the setup, click on Manage to update your details.
- Integration Successful: Once completed, a “Disconnect” button will appear under the Stripe integration tab.
Disconnecting and Reconnecting Stripe Integration
- Disconnecting: To remove the integration, click Disconnect and confirm your choice. Your Stripe account will remain active but disconnected from ClientPoint.
- Reconnecting: Click Connect and provide the required account ID and email to reconnect.
Managing Your Stripe Integration in ClientPoint
- Configuration: Access and update your Stripe configuration settings.
- My Payments: View a list of all processed payments along with payment details. You can filter payments for specific data.
- Branding: Configure Onboard Branding and Checkout Branding to customize the ClientPoint Pay experience for clients.
How to Make Payments with ClientPoint Pay
- Add Collect Payment File: Upload and customize payment request files within ClientPoint.
- Send Payment Requests: Use ClientPoint Pay to send a secure payment link to clients, enabling them to pay online directly via Stripe.
By consolidating payment processes within ClientPoint, businesses can avoid using separate apps or external websites for transactions. ClientPoint Pay offers secure, multi-functional payment management, enhancing client relationships and streamlining revenue collection.