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Set Stripe for all quotations and all invoices

Enable Stripe in Stripe settings for all quotations and invoices so your customers can pay by credit or debit card.

There are three methods for offering credit or debit card payments to your customers using Stripe. This method applies to all quotes and invoices, but you can choose to take a more controlled approach using pre-builds or by changing the settings on the "Stripe" tab on an individual quote or invoice.

Set up Stripe on Pre-builds

1. Click the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Stripe Settings"

Settings menu with Stripe Settings highlighted below Rename Line Item Fields, Integrations page showing MailChimp, Shopify, Twilio

3. Click "Quotations" and click on "Enable" to offer Stripe for all quotations

Stripe Settings with the Quotations tab highlighted, showing the Enable Stripe payments on newly created Quotations checkbox

4. Click "Invoices" and click on "Enable" to offer Stripe for all quotations

Stripe Settings page with the Invoices tab highlighted beside Quotations, above the Stripe Payment Settings enable checkbox

Learn more: the Stripe integration

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