Bookipi Invoice users can add credit card payments to their invoices on the mobile app using our Stripe integrations.
Here's how you can set up Stripe and start accepting credit card payments on the Bookipi Invoice mobile app in the video below:
Here’s a step-by-step guide to adding credit card payments on the Bookipi Invoice mobile app:
Method 1
Step 1: Access the ‘More’ menu
Tap the ‘More’ option at the bottom right corner of the screen.
Step 2: Go to ’Settings’
Select ‘Settings’ from the list to access account settings.
Step 3: Navigate to ‘Customer Payment Option’
Tap ‘Customer Payment Option’ to open card payment settings
Step 4: Enable Card Payments
Turn on the toggle for ‘Accept Card Payments’.
Step 5: Complete Setup
Tap ‘Complete setup’ to begin the process.
Step 6: Fill in Stripe Details
Enter all the necessary details requested by Stripe and tap ‘Submit’ once done.
Step 7: Success Confirmation
Upon successful setup, a confirmation message will appear.
Step 8: Save Card Payments
Tap the checkmark button at the upper right to save your card payment settings.
Method 2
You can also accept credit card payments by following these steps:
Step 1: Select an Invoice
Navigate to the ‘Invoice’ category and select the invoice to be paid.
Step 2: Access Payment options
Tap ‘Payment’ at the bottom of the screen.
Step 3: Choose ‘Tap to Pay on iPhone’
Select ‘Tap to Pay on iPhone’.
Step 4: Confirm ‘Tap to Pay on iPhone’
Select ‘Tap to Pay on iPhone’ again to proceed.
Step 5: Enable BookiPay
Tap ‘Enable BookiPay’.
Step 6: Enter Stripe Details
Fill in all the necessary details requested by Stripe and tap ‘Submit’ when you’re finished.
Step 7: Successful Setup Confirmation
A confirmation message will appear upon successful setup.
Step 8: Save Card Payment Settings
Ensure to tap the checkmark button located at the upper right to save your card payment settings.
Once set up, a Pay Now button will appear on your invoices, allowing clients to pay directly via credit card.
Stripe Payments in Bookipi Invoice – FAQ
Q: What is Stripe?
A: Stripe is an online payment processing platform that allows businesses to accept credit card payments. Integrated with the Bookipi Invoice app, it enables secure invoice payments, with funds sent directly to your bank account. This provides small business owners with better payment tracking and a simple way for customers to pay.
Q: How does Stripe process payments?
A: Stripe simplifies payment processing for small businesses with an easy setup and secure checkout. To start, businesses must complete Stripe's anti-money laundering checks by verifying their legitimacy. Once approved, Stripe can be added as a payment option in apps like Bookipi.
When a client receives an invoice, they can pay via credit card using Stripe’s payment gateway. Stripe verifies the payment, processes it, and transfers funds to the merchant’s account within a few days. Both parties receive confirmation emails. Stripe monitors for fraud and may freeze or request further verification if suspicious activity is detected.
Q: Is Stripe secure?
A: Yes, Stripe is PCI-DSS Level 1 certified—the highest level of security certification in the payments industry. Stripe uses advanced encryption and security measures to protect cardholder information and prevent fraud.
Q: Do I need a business to use Stripe?
A: You can use Stripe as an individual or sole proprietor. However, Stripe requires identity verification and bank account details for all users, including individuals.
Verification Requirements:
Identity Verification: Stripe mandates that all users, whether individuals or businesses, verify their identity. This process typically involves submitting a government-issued photo ID (such as a passport or driver's license) and proof of address document (Stripe Docs).
Bank Account Details: To receive payouts, you must link a valid bank account to your Stripe account.
Why Is This Necessary?
These verification steps are part of Stripe's compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations. They are designed to prevent fraud and ensure the legitimacy of all accounts on the platform.
Q: When can I expect to receive my first payout from card payments?
A: Your first Stripe payout may take up to 7 days for security reasons. After that, payouts typically take around 3 business days. Timing may vary based on your industry and country, and you can track payouts in your Stripe dashboard.
Q: How do I process a refund with Stripe in Bookipi Invoice?
A: To issue a refund for a payment made via Stripe, follow these steps:
Go to your Stripe Dashboard or Bookipi Invoice.
Locate the payment you want to refund.
Select Refund and choose the amount to refund (full or partial).
The refunded amount will be processed back to your customer’s credit card, and you will receive a notification once the refund is complete.
Discover more tutorials for Bookipi Invoice on the mobile app
Explore our Card Payments FAQ for more details and helpful insights!
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Explore more tips and maximize your experience with Bookipi Invoice through our helpful mobile app guides!