Overview and Benefits
The Stripe add-on enables integration with the Stripe payment processing platform, directly from The Layer.
This integration allows for the following:
Creation of payment requests from The Layer
Emailing of payment request links to customer contacts
A record of payment requests and the status of each
Email notifications when a payment has been made
Optional linking and attribution of payments to invoices
This feature will benefit all Finance Users and Managers:
➡️ Streamline your payment processing by creating payment requests directly from customer records
🔗 Linking payment requests directly to customer accounts
📈 Track and manage payments within The Layer
The Stripe Integration is a premium add-on, please contact your Account Manager if you have any questions about the functionality or cost of this feature.
See these instructions to set up the Stripe Integration.
Using the Stripe Integration
This article will show you how to use the Stripe Integration, by explaining:
How to create a payment request
How to view and send payment requests via email
What happens when a customer makes a payment
How to attribute payments to invoices
Creating a Payment Request
A payment request can be raised by opening the relevant customer record, and selecting Create Payment Request from the Stripe menu at the top of the screen.
Some fields will be populated with default values based on the customer contacts against that record.
If there is a contact with Billing type, they will be chosen. Click here for information on determining which contacts will be considered as Billing Types.
If there is no billing contact, a contact with the Primary flag will be chosen.
In either case, the Name and Email fields will be populated accordingly. These values can be changed.
These values will be shown to the user when making the payment. The email address will be used by Stripe when sending the payment receipt.
You may also choose to select an Invoice. This will be stored against the payment request in The Layer. The list will be populated with invoices that are in a finalised state only. Selecting an invoice will set the Amount to be the remaining balance on that invoice. You will not be able to raise the amount any higher, though you can lower it if you wish to request a part payment.
The Reference will be stored in The Layer against the payment request, and can be shown in the payment request email.
Click on Create to proceed. On the next screen, you can click on the link shown to be taken to the Payment Requests screen.
Viewing and emailing payment requests
The Payment Requests screen can also be accessed from the customer record via the Stripe menu.
Click on View All Payment Requests to see details of all payment requests made for that customer:
The "Requires Source" status means that the payment has not been made yet.
To send the payment, click on the Email Payment Link button
Here you will have to select the recipient. This is likely the person who was selected when the payment was created.
The Customer makes a payment
The recipient will receive an email containing the link that lets them make the payment.
The contents and formatting of this email can be configured via Email Templates in Settings. For more information, see this article.
The link will open the payment screen in their browser.
Upon making a successful payment, the customer will be asked to close the browser window.
The customer will be directed to a confirmation page, similar to this:
The contents of this page can be amended.
You can also configure email notifications to inform specific users that a payment has been sent; see the article linked above for more information.
Upon checking the All Payment Requests screen again, you will see that the status will have updated to Succeeded, as long as the payment has been successful.
Attribution of payments to invoices
If a payment request is linked to an invoice at the point of creation, then that payment will be attributed to the invoice.
This means that the payment will be stored against that invoice, and the invoice balance will be reduced accordingly.
If the payment amount ends up exceeding the invoice balance - for example, if another payment was logged between creating the payment request and receiving the payment - then the payment will still be made, but will not be registered against the invoice.