Stripe

Stripe is a Splynx add-on used to synchronize customers, invoices and payments with the Stripe payment gateway - https://stripe.com.

Warning WARNING! Stripe works only via HTTPS connection; domain + SSL need to be set and configured.

Installation

The add-on can be installed in two methods, via the CLI or the Web UI of your Splynx server.

To install the Stripe add-on via CLI, the following commands can be used:

apt-get update
apt-get install splynx-stripe

To install it via the Web UI:

Navigate to Config → Integrations → Add-ons:

Addons

Locate or search for the "splynx-stripe" add-on and click on the install icon in the Actions column, you will be presented with a window to confirm or cancel the installation, click on confirm to begin the installation process:

Stripe Web install

Configuration

After the installation process has completed, you have to configure the parameters in Config → Modules List

Module list

Locate or search for the "splynx_stripe_add-on" and click on the Edit icon in the Actions column:

Stripe configuration

You have to Set your Splynx URL, Public Key and Secret Key:

Stripe main settings Stripe main settings

image You can add bank accounts for Stripe to accept ACH Direct Debit for the USA:

ACH

Add credentials

Customers have to add a credit card in the customer portal:

Stripe add card 1

Stripe add card 2

Stripe add card 3

Pay for invoices

Once the configuration is completed, customers can pay for their invoices using the stripe.com system in Finance / Invoices:

Stripe pay invoice 1

Stripe pay invoice 2

Stripe pay invoice 3

Stripe pay invoice 4

If everything went well, you will see the status of the invoice marked as "Paid" (in the customer and admin portal):

Stripe paid invoice 1

Stripe paid invoice 2

Charge invoices and balances

Additionally, you can charge all customers' invoices and balances using one button. Navigate to Finance → Invoices, set the period and click on Charge as depicted below:

Stripe charge invoices 1

To charge invoices, choose stripe-invoices as the External handler:

Stripe charge invoices 2

Stripe charge invoices 3

To charge balances, choose stripe-outstanding-balances as the External handler:

Stripe charge invoices 3

Direct payments

You have the option to include a direct payment link in your invoice or proforma invoice template, as well as in your email notification template for invoices and proforma invoices. By doing so, your customers will be able to pay their invoices without requiring any authorization:

http://YOUR_DOMAIN/stripe/direct-pay-invoice?item_id={{ invoice.number }} http://YOUR_DOMAIN/stripe/direct-pay-invoice-by-id?item_id={{ invoice.id }} http://YOUR_DOMAIN/stripe/direct-pay-request?item_id={{ request.number }} http://YOUR_DOMAIN/stripe/direct-pay-request-by-id?item_id={{ request.id }}