Stripe Integration

Cin7 Core supports Stripe as a payment processor. Allow your customers to pay for their transactions using their preferred processor by creating pay link documents. Cin7 Core generates electronic documents (PDF, email content) to enable your customers to seamlessly pay quotes and invoices. Payment documents can contain pay links, allowing customers to pay directly using these documents.

Payment processing platforms do not require a subscription add-on in Cin7 Core.

IMPORTANT! The integration between Cin7 Core and Stripe meets the General Data Protection Regulation (GDPR) standards implemented in May 2018 as well as the Strong Customer Authentication (SCA) requirements set forth in the second Payment Services Directive (PSD2) introduced in Europe in September 2019.

Prerequisites

Stripe account (required)
Users will need the Integration: Payments - Stripe permission in order to use this feature.

Connect Cin7 Core to your Stripe account

You can connect Cin7 Core to Stripe by authorizing the connection via the Cin7 Core web portal.

Navigate to Integration → Stripe.
On the Setup tab, enter your Stripe account name and click Connect to Stripe.
Enter your login details if applicable, and authorize your connection on the Stripe side.
You are then redirected back to the Stripe Integration page in Cin7 Core where, on the Setup tab, you can change the account associated with Stripe payments and the time zone, and disconnect Cin7 Core and Stripe, if necessary. Payment account must be a bank account, or can be a liability account with Accept payments enabled.

Click Save Settings. Your Stripe account can now send and receive payments through Cin7 Core.

Payment document information

There are two types of payment documents you can generate for your transactions using Stripe:

Sale quote
Sale invoice.

Sale quote and sale invoice documents are generated from the sale quote and sale invoice document templates. You can see and edit the various template types by going to Settings → Document and Email Templates. See Managing document templates for more information.

Sale quote payment documents

These conditions should be met to enable pay links on generated sale quote documents:

Payment processor should be configured.
Sale quote should be authorized.
Customer credit account should be configured on the Account Mapping page.

Amount to pay for sale quote documents is calculated as the difference between the sale quote total and all payments/Prepayments.

After successfully completing the payment workflow, a Customer Credit record is created with the Account defined on the Payment processor settings page.

Sale Invoice Payment Documents

These conditions should be met to enable Pay Links on generated Sale Invoice documents:

Payment processor (Stripe or PayPal) should be configured.
Sale Invoice should be authorized.

Amount to pay for Sale Invoice documents is calculated as the difference between the Sale Invoice Total and all Payments/Prepayments.

After successfully completing the payment workflow, a Payment record is created against the relevant invoice.

Adding a Stripe Pay Link to a Payment Document

There are two ways to insert a Pay Link into a document template: with a standard Pay Link image and with a custom Pay Link image. See Managing document templates for more information about adding mail merge fields to standard documents.

Note: Stripe must be connected and configured for pay links to show on the payment document. Simple text hyperlinks are not supported.

To insert a Standard Pay Link image:

In Settings → Document & Email templates, download the quote and/or invoice template.
Copy an existing field to the location on the template where you want your pay link to appear.
Show the field code either by right-clicking the field and selecting Toggle Field Code or pressing Alt + F9 (on Windows) or Option + F9 (on Mac).
Replace the copied field with the mail merge field { MERGEFIELD StripePay} and the field will be replaced with the Stripe Pay Link image.
Toggle off the field codes by pressing Alt + F9 (on Windows) or Option + F9 (on Macs) again.
Save the edited template and upload. The pay link button reads Pay now.

To insert a Custom Pay Link image:

In Settings → Document & Email templates, download the quote and/or invoice template.
Copy an existing field to the location on the template where you want your pay link to appear.
Show the field code either by right-clicking the field and selecting Toggle Field Code or pressing Alt + F9 (on Windows) or Option + F9 (on Mac).
Replace the copied field with the code { IF “{MERGEFIELD StripePayLink}”=”” “<CustomImage>” “<CustomImage>” } and insert a PayLink with the specified <CustomImage> into the Word Template.
Save the edited template and upload.

Paying with Stripe

When a customer clicks on the pay link in a quote or invoice, they are taken to a page displaying the quote/invoice and payment options if viewing the invoice as a PDF, or a 'Pay now' dialog box opens if viewing the invoice via a web browser. There are two options:

Pay the full outstanding value of the quote/invoice
Pay less – this will open a pop-up window where the customer can enter a different value (for prepayments, partial payments, etc.).

The payment window is generated by Stripe and will contain the payment methods that you have enabled via your Stripe account, which can include credit card, direct debit, digital wallet, bank transfer, BNPL and many other payment methods.

Payment from Stripe will be added to the invoice in Cin7 Core. The Reference field of the payment in Core will be filled with the Payment ID or Payment intent ID field from Stripe.

Enable payment methods in Stripe

Payment methods supported by Stripe will be automatically available as our merchant-customers opt in to allowing these methods via their Stripe Dashboards.

All payment methods enabled in the Stripe account by the merchant are shown in the Stripe checkout window. Give your customers the flexibility to choose their preferred payment method including pay via direct debit, digital wallet, bank transfer, BNPL and many other payment methods as set in their Stripe dashboard.

Stripe payment methods must be configured from your Stripe dashboard to be made available for payments for Cin7 Core sales.

Complete steps 1. Create a payment method configuration and 2. Enable payment methods described here from your Stripe account.

The steps are summarized here:

In your Dashboard in Stripe, go to Payment methods settings.
In the Configuration Management section, click the overflow menu (...), then select Create a configuration.
Give your new configuration a name.
Click Save configuration.

The page displays your new configuration. All payment methods are initially disabled by default. To switch between configurations, use the Select configuration dropdown near the top of the page.

Next, in the Stripe Dashboard, open the configuration and turn on the payment methods that you want to make available to buyers when using that configuration. A buyer sees only payment methods that are turned on and compatible with the payment location and currency. The payment methods enabled here will automatically show in Stripe checkout windows generated from Cin7 Core invoices.