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Set Stripe Requests on Pre-Builds
Set Stripe Requests on Pre-Builds

Request Credit or Debit Card payment for set percentages for certain Quotes or Invoices

Updated over 7 months ago

Setting these on pre-builds gives you complete control of when customers are asked to pay by card.

1. Click the Cog

2. Click "Prebuilds"

3. Click "Quotations" or "Invoices" depending on which module you working on

4. Edit the pre-build

5. Click here.

6. Click "Click here to enable Stripe payments for this quotation."

7. Set up the percentage requested and the payment description, for example "Deposit"

8. Click "Save Details"

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