Skip to main content

Set Stripe requests on pre-builds

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

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

Open the pre-build

1. Click the Cog

Dashboard with the Report - Quotations widget showing a weekly bar chart of quote values, with the Chart tab selected

2. Click "Prebuilds"

Settings menu in the left sidebar with Prebuilds highlighted between Module Defaults and Rename System Fields

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

Pre-Builds settings page with the Quotations tab highlighted in the module list below Projects and Telephone Enquiries

4. Edit the pre-build

Pre-Builds Quotations tab with the edit icon circled on the first pre-build row, next to the copy and delete icons

Enable Stripe payments

5. Click here.

Stripe tab highlighted in the tab row after Questions (26) and Automated Messages (3) on the pre-build editing screen

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

Quotation Stripe Payments Disabled panel with the green Enable Stripe Payments button highlighted below the tab bar

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

Stripe tab on a pre-build showing Payment Description field and Request client payment percentage of quotation box

8. Click "Save Details"

Stripe tab with Stripe Payments Enabled panel and payment fields, Save Details button highlighted below

Learn more: the Stripe integration

Related Articles
Did this answer your question?