How To Integrate A Stripe Account

Connecting a Stripe account will allow you to configure products in funnels, send a ‘text 2 pay’ link in an SMS message, and more, to charge for products and services. This is a great feature of Referins that helps you manage your business. Check out the steps below to learn how to create and integrate your Stripe account.

How To Start:

Step 1: Create a Stripe Account.

• You will need to have a Stripe account for this to work, so either create a new account or log in to your existing account if you already have one.

Step 2: Connecting your Stripe Account.

• Navigate to Payments > Integrations:
  • Go to the Payments section.
  • Select Integrations.
  • Click on the ‘Connect’ button next to the Stripe to connect to your Stripe account.
• Follow the steps to sign in to your Stripe account and complete the integration with Referins.

• Once your Stripe account is connected, you can click “Disconnect” to remove or change it.
• Another option is to navigate to Settings > Integrations.
• Under the Stripe integration, click on the “here” hyperlink to go to Stripe.
  • This will direct you to the Payments tab, where you can follow the steps above.

Step 3: Creating Products in your Stripe Account.

To ensure you can charge for products in your funnels (check out other tutorials on that topic), make sure you have the products created in your Stripe account. You only need to create subscription and payment plan-type products in Stripe first before using them in your funnel. One-time products can be made directly in the funnel you are using.

• In your Stripe account, under the “Billing” menu, select “Products.”
• Click + New to add a new product. You will need to name the product and then click "Create Product" to set it up.
• Then, you can edit the pricing, billing interval (one-time, monthly, etc.), and more to customize this product completely.
• Click "Add Pricing Plan" to save the product. You can now connect it to a funnel if you wish!

Manage payment methods displayed with Stripe integration

Referins Platform displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments across the system.

The following payment methods are supported as of today:

• Cards
• Apple Pay
• Google Pay
• ACH Direct Debit
• Affirm (requires shipping address)
• Klarna (requires shipping address)
• AfterPay (requires shipping address)
• Bancontact
• Ideal
• Sepa Direct Debit
• BACS Direct Debit - UK
• BECS Direct Debit - Australia
• FPX - Malaysia
• Cash App - US
• GrabPay - Malaysia
• Zip - Australia

We use different configurations with Stripe to display payment methods across different channels. And since there are more payment methods to be added here continuously, this article outlines the steps to turn on/off specific payment methods as per use cases.

You will need to navigate to your Stripe dashboard for specifically turning on/off payment methods to display. 

Navigate to Settings -> Connect -> Payment methods -> Your account to see the list of payment methods activated by CRM.

Remember to select Referins configurations in the dropdown here since there can be more platforms your Stripe account is connected to. Refer to the image below

BACS Direct Debit - UK: Allows UK customers to make payments directly from their bank accounts.

BECS Direct Debit - Australia: Enables customers to authorize payments directly from Australian bank accounts.

FPX - Malaysia: Offers Malaysian customers the ability to pay online using their bank credentials.

Cash App - US: A popular digital wallet in the US for banking and transferring money.

GrabPay - Malaysia: A widely used digital wallet in Malaysia for convenient online payments.

Zip - Australia: Lets customers split their purchases into multiple payments and manage them through Zip's site.

Payment Method Configurations in Referins

You can manage payment methods for four different types of channels:

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

Managing Payment Methods

• Customization: Business users can choose a configuration and enable or disable specific payment methods.
• Steps to Disable a Payment Method:
  1. Select the appropriate configuration.
  2. Choose the payment method you want to turn off.
  3. Look for the option to disable it.

Payment Method Configurations

• Payment Options: Business users can offer additional payment methods across various channels, including:
  • Order forms
  • Invoices
  • Payment links
  • Online stores
• Supported Provider: This feature is available exclusively for businesses using Stripe.
• Geographic Payment Flexibility: These methods increase conversion rates by providing options tailored to different regions:
  • iDEAL: Popular in the Netherlands
  • Bancontact: Common in Belgium
  • SEPA Direct Debit: Widely used in the European Union
• Transaction Tracking: All order and transaction details will be recorded under the Payments menu, similar to credit card transactions. This includes existing triggers for Order Submitted and Payment Received.
• Gradual Rollout: Changes will propagate over a few days, so availability may vary across accounts.F

Benefits

• Improved User Experience: The redesigned interface is more intuitive and user-friendly, helping you manage payment integrations with ease.
• Enhanced Consistency: The update ensures a consistent user experience across different payment providers, reducing confusion and improving usability.
• Better Screen Utilization: The new layout makes better use of screen space, allowing you to manage more providers efficiently.

FAQs

1. How do I create a Stripe account?
To create a Stripe account, visit the Stripe website and follow the sign-up process. If you already have an account, simply log in.

2. Can I disconnect my Stripe account later?
Yes, once your Stripe account is connected, you can click “Disconnect” to remove or change the integration at any time.

3. What types of products can I create in Stripe?
You can create subscription and payment plan-type products in Stripe. One-time products can be created directly in your funnel.

4. How do I manage payment methods in my Stripe account?
Navigate to your Stripe dashboard, then go to Settings -> Connect -> Payment methods -> Your account to manage which payment methods are activated.

5. What payment methods are supported with Stripe integration?
Supported payment methods include Cards, Apple Pay, Google Pay, ACH Direct Debit, Affirm, Klarna, AfterPay, Bancontact, iDEAL, and SEPA Direct Debit.

6. Can I customize which payment methods are displayed?
Yes, you can enable or disable specific payment methods based on your configuration preferences in your Stripe account.

7. How will I track transactions?
All order and transaction details will be recorded under the Payments menu, similar to credit card transactions, including triggers for Order Submitted and Payment Received.

8. Will the changes in payment methods take effect immediately?
Changes may take a few days to propagate, so availability may vary across accounts during the rollout.