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    Stripe Integration in Vtiger

    B
    Bindu Rekha Babu
    9 Aug, 2024 - Updated 3 months ago
    Table of Contents

    Introduction

    Stripe offers an integrated suite of payment products for receiving payments and sending payouts across the globe. 

    Leverage the Vtiger CRM integration with the Stripe gateway for easy payment processing. To achieve this, you’ll need to configure the gateway in your Vtiger account.

    Key Features of Stripe Integration

    • Make payments directly after receiving customer consent
    • Receive payments for invoices via links conveniently

    Feature Availability

    This integration is available in Sales Professional, Sales Enterprise, Vtiger One Professional, and Vtiger One Enterprise editions.

    Benefits of Stripe Integration

    The benefits of Stripe integration with Vtiger CRM are:

    • Manage subscriptions effortlessly
    • Make payments with the customer's card details if you have their consent
    • Receive payments via links sent through email to customers
    • Receive payments in 135 currencies
    • Leverage Autopay to handle subscription payments

    In this article, you will learn how to configure Stripe as a payment gateway in Vtiger CRM.

    Configuring the Stripe Payment Gateway

    Follow these steps to configure your Stripe merchant account:

    1. Log in to the CRM.
     
    1. Click the User menu on the right-hand top corner of the screen. 
    2. Click Settings.

    ​​​​
    1. Click Payments and Subscriptions under Inventory.
    1. Click the Payment Gateway tab.
    2. Click  +Add Gateway. The Add Configuration window opens.
    1. Enter or select the following information in the Add Configuration window:  
      1. Provider - Select Stripe.
      2. Active - To enable or disable your merchant account.
      3. Label - Enter the desired username.
      4. Publishable Key - Enter the key provided in the stripe account.
      5. Secret Key - Enter the secret key that is available in the stripe account.
    2. Click Save.

    Note: The data shown in the screenshot is a sample only. Please add data relevant to your business.


    Using the Stripe Gateway in Vtiger

    Receiving a Payment

    You can use the Stripe gateway to receive payments from your customers. 
    Follow these steps to receive payments using Stripe:

    1. Log in to the CRM.  
    2. Click the Main Menu.  
    3. Click Inventory.
    4. Click Payments.
     
    1. Click +Add Payments. The Creating Payment window opens.
     
    1. Enter or select information for the following:
      1. Related To: Select the payment-related document from the drop-down.
      2. Related Contact: Select the related contact.
      3. Related Organization: Select the related organization.
      4. Amount: Enter the payment amount.
      5. Status: Select the status from the drop-down.
      6. Mode: Select the mode of payment.
      7. Date Received: Enter the payment date.
      8. Assigned To: Select the assigned user from the drop-down.
      9. Description: Enter a description for the payment.
    2. Click Save. The payment record opens.
     
    1. Click Send Link. The Select your payment gateway window opens.
     
    1. Click the Send Link button corresponding to Stripe. The Compose email window appears.
     
    1. Compose the email as per requirement. The payment link is inserted into the email body.
    2. Click Send.

    Sending a Payment

    Follow these steps to sending payments using Stripe:

    1. Log in to the CRM.  
    2. Click the Main Menu.  
    3. Click Inventory.
    4. Click Payments. The Payments List View opens.​  
    5. Click +Add Payments. The Creating Payment window opens.
     
    1. Enter or select information for the following:
      1. Related To: Select the payment-related document from the drop-down.
      2. Related Contact: Select the related contact.
      3. Related Organization: Select the related organization.
      4. Amount: Enter the payment amount.
      5. Status: Select the status from the drop-down.
      6. Mode: Select the mode of payment.
      7. Date Received: Enter the payment date.
      8. Assigned To: Select the assigned user from the drop-down.
      9. Description: Enter a description for the payment.
    1. Click Save. The payment record opens.
     
    1. Click the Pay Now icon.
     
    1. Click the Send Link button corresponding to Stripe. The Compose email window appears.
    2. Enter the payment details.
    3. Click Pay.
      A success message will be displayed once the payment is sent.

    References

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