How do my clients pay an invoice online through Stripe?

When an invoice has Stripe payments turned on, your client can pay in a few clicks without creating an account.

What your client does

1. Opens your invoice email and clicks Pay with Card or Pay with Bank. Both buttons are also listed on the online invoice. 
2. Lands on a secure Stripe checkout page. 
3.  Enters payment details and completes payment.
4. Redirected to the online invoice which now shows a status of Paid for card payments or Pending ACH payments. The Pending status will switch to Paid once funds are received into your Stripe account (usually 1-3 days).

What happens in CollegePlannerPro

• Card and digital wallet payments: the invoice is marked Paid and the payment is recorded right away.
• Bank (ACH) payments: the invoice shows a pending payment until the bank transfer clears, usually a few business days. See ACH bank payments and the Pending status.
• If you've turned on payment notification emails, your client also gets your payment-received email. See How do I set my invoice defaults?

The payment appears in the invoice's Invoice Autobiography and on the Payments Received report.

If a payment is declined

The client sees the decline on the checkout page and can try another card or method. The invoice stays unpaid.