1. Start by logging a support request on our portal. We will provide you a link to set up an account with Stripe. Once you have created an account, we will configure your Moveware database to support Stripe.

2. Setup General Ledger accounts if they aren’t already. In General Ledger -> Setup, there are three linked accounts which can be setup:

• Undeposited Funds – This is the account where your stripe payments will be recorded when they are receipted in Moveware. It represents funds which are currently being held by Stripe, before they are paid out to your bank account.
• Finance Charge/Payment Process Charge – A payment through Stripe will incur a fee. By default, Moveware will use the Finance Charge linked account, however, if you want to separate these fees, set the ‘Use Payment Process Charge Control Account’ parameter to Y and then set the Payment Process Charge Linked account in General Ledger -> Setup.
• Card Surcharge – If you are charging your customers a credit card surcharge, this linked account must be assigned to an account, otherwise this step can be ignored.

3. In Employee Management -> User Details, set the ‘PaymentError’ and ‘PaymentSuccess’ notifications to any employee who should receive notifications when Stripe payments are to be recorded in Moveware.

4. In Report Configuration -> Email, add mail merge fields to the email templates that you’ll be sending to your customer to collect payment. It is important that this step is started only once steps 1-3 have been completed.

Online Customer Payment Invoice – This can be added to an invoice email template. When a customer clicks this link, they will be able pay the invoice value. As the name suggests, it’s used by customers to pay invoices.

Online Customer Payment Job – This can be added to any email template that is linked to a job. The customer will be able to type in an amount to make payment. This link is used by customers to pay a fee up front, before an invoice is raised.

If you want to take a deposit, you can add :Amtxxx.xx to the end of the merge field, for example <Online Customer Payment Job:Amt200.00> would mean that the customer would be prompted to pay $200.00 when they clicked on a link for a job..

5. If you would like to setup your customers for direct debit, you can also add a merge field that will take your customers to a page to save their details for direct debit. In Report Configuration -> Email add the Online Customer Token Create merge field.

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