How to Manage Payment Methods Displayed with Stripe Integration

This article will guide you through managing payment methods in Referins. This feature allows you to dynamically display various payment methods if you have connected Stripe as your default payment provider. This guide will walk you through the steps to turn on/off specific payment methods according to your needs.

Overview of Supported Payment Methods

As of today, Referins supports the following payment methods:

• Cards
• Apple Pay
• Google Pay
• ACH Direct Debit
• Affirm
• Klarna
• AfterPay
• Bancontact
• Ideal
• Sepa Direct Debit
• Amazon Pay
• Revolut Pay
• Link

Importance of Configurations

Using different configurations with Stripe, you can display payment methods across various channels. This helps in managing payment flexibility and ensuring the best customer experience.

Navigating Stripe to Manage Payment Methods

To turn on/off specific payment methods, sub-account users need to navigate to their Stripe dashboard. Here’s how:

1. Access Stripe Dashboard: Log in to your Stripe account.
2. Navigate to Settings: Go to Settings.
3. Select Connect: Click on Connect.
4. Choose Payment Methods: For instance, let's take iDEAL, Bancontact, and SEPA Direct Debit.

• Scroll down to the "Bank Redirect" section to enable iDEAL and Bancontact.

• SEPA Direct Debit can be found right under “Bank Debits.” Remember to click “Turn on” to move to the verification process.

1. View Account: Go to Your account to see the list of payment methods activated by Referins.

Important: Ensure you select Referins configurations in the dropdown menu since your Stripe account might be connected to multiple platforms.

Refer to the image below for a visual guide.

Configurations Available with Referins

There are four main configurations available to manage payment methods for different channels:

1. Invoice:
   • Use Case: One-time invoices or recurring invoices with auto payments turned off, and Text2Pay links.
   • Default Payment Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit, Affirm, Klarna, AfterPay.
2. InvoiceWithAutopayment:
   • Use Case: Recurring invoices with auto-payments enabled.
   • Default Payment Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit.
3. Store:
   • Use Case: Payment methods for online stores on websites.
   • Default Payment Methods: Cards, Apple Pay, Google Pay, Affirm, Klarna, AfterPay.
4. Default:
   • Use Case: Used for 1-step and 2-step order forms, payment links, memberships, and communities.
   • Default Payment Methods: Cards, Apple Pay, Google Pay.

Step-by-Step Guide to Turn On/Off Payment Methods

1. Select Configuration:
   • Navigate to the configuration you wish to modify (Invoice, InvoiceWithAutopayment, Store, Default).
2. Choose Payment Method:
   • Identify the payment method you want to turn on or off.
3. Turn On/Off:
   • Use the provided toggle to enable or disable the selected payment method.

Note: Some payment methods may appear as blocked since they are yet to be enabled on our end to support all connected accounts.