sheepCRM using its Stripe integration to support two key methods of payment using debit or credit cards.

Single payment in full for an item (a membership, a ticket, a donation, a purchase of a document etc)
Ongoing Stripe Subscription - paying automatically for an item such as membership renewal.

A payment request/subscription contains specific instructions e.g. the amount to be taken at a certain time.

How do I check the status of our Stripe Integration or what authorisation keys have been used?

You need to have admin permissions to see the integrations section of sheepCRM settings. Please contact your internal system administrator if required.

See here for more information on Stripe Integration setup.

What does 'Incomplete' payment on my Stripe transactions mean?

Payments that are successfully completed will not have this status.

When a user begins a checkout process in sheepApp, a "Payment Intent" is created in Stripe and results in the status "Incomplete".

Until the user gets to the final step of the checkout and enters their card details.

There are several reasons why a user might choose not to complete the payment via Stripe, including abandoning the checkout or opting to pay by a different method like GoCardless, or Invoice.

Stripe provides further information on payment status', how to apply rules that can be created to instruct them to auto-expire when no payment is received within a time period and how to cancel from your dashboard.

How do I find reports of payments from Stripe?

The main two reports you should check are;

The payment list report - contains all payments but can be exported / filtered to just Stripe payment records. Please see the report information here.
The partner payout report - contains specific information for each payment which has led to a specific payout into your bank account from Stripe. Please see the report information here.

Schedule an update to an existing subscription (e.g. upgrade plan)

To schedule an update for the future:

Navigate to the Subscription update page.
Make your desired modifications (e.g. increasing the plan quantity).
Head to the section titled ‘Subscription schedule’ below ‘Pricing’.
Make your desired modifications.
Click Update subscription in the top right corner to apply those changes immediately.

If I change the renewal plan on a membership, will the Stripe subscription automatically update to the new price?

No. It will not update the stripe subscription. This will need to be done manually.

You will need to change the plan in sheepCRM and change the subscription in Stripe to reflect the changes in the dashboard by adding what they call a phase.

There is a link in the contact record under the payment tab for the stripe subscription that will take you to their contact record in Stripe.

Stripe provides further information and steps on how to do this on their system.