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ClientPoint Pay - How to use ClientPoint Pay to get payments from your Customer?

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Asma Sheikh
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Add Collect Payment Option from Add to ClientPoint dropdown in the file section of your ClientPoint:

Once Stripe is enabled for your company, an option of "Collect payment" will be available in the "Add to ClientPoint" option List. This option will be available to all users of ClientPoint.

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  • If your Stripe is not successfully integrated yet, then the system will show the following popup to the Administrator role

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  • On clicking "Setup", the system will navigate the user to the integration page
  • If Stripe is not successfully integrated yet, Then the system will show the following popup to all other roles except Administrator

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If Stripe is Successfully integrated:

  • On clicking "Collect Payment", the system will display the following popup:

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Screen Notes:

  • Enter the Amount in Dollars
  • Enter the payment title
  • Enter the Description

Two types of payments are currently supported by ClientPoint:

  1. Multi-party Payment
  2. Single-Party Payment

Multi-party Payment:

  • In the multi-party payment type, the sender will be able to receive multiple payments against one ClientPoint
  • For Multi-party payments, the Toggle button should be enabled

Here is an example ClientPoint with a payment type Multi-Party:

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  • As a sender, you can also make a payment
  • As you can see in the above screen no one has made a payment yet, Let's see an example of how a payment can be made internally:

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  • What you see here are two payments made as the customer

What happens when the payment is successfully made?

  1. An E-mail with payment details is sent to all the admins of the company and the customer (Payer).
  2. A receipt is generated
  3. An entry of payment details is added in the Payment section of ClientPoint Analytics
  4. An entry is added for the payment inside the ClientPoint payment file.

All of the above actions are explained below:

1. An e-mail with payment details is sent to all of the admins of the company:

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  • On clicking, "View Payment Details" the system will navigate the user to the ClientPoint Analytics Page
  • Following is the E-mail with payment details forwarded to the E-mail that made the payment:

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2. Following is the receipt generated when a payment is made, which can be downloaded from the Payment Section on the ClientPoint Analytics page:

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3. Entry Into the ClientPoint Analytics Page:

  • Go to ClientPoint Analytics
  • Find the Payment Section from the screen, as shown below

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The analytics for the payment will include:

  • E-mail: From which payment is made
  • Title: What we have set on the payment pop-up
  • Date: On which the payment is made
  • Amount: How much amount the payer has paid
  • Receipt: Receipt number of this specific payment receipt
  • Download: Upon clicking, a payment receipt will be downloaded

4. An entry of payment in the ClientPoint payment file:

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2. Single Party payment

  • For single Party disable the toggle button, as shown below

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  • All of the actions that occur in Multi-Party payment will also occur within the single-party payment. However, the only difference is that each action will occur only once
  • This is how the ClientPoint Payment file will look after the Single-Party payment is made successfully:

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Have any questions? Please contact us at support@clientpoint.net