Navigation: Admin > Supporting Data > Payment Credentials
You need to have completed all the steps in the tutorial before you are ready to follow the final step to check and set up your software "settings". Review the Step-by-Step Tutorial Guide to check that you have followed each step.
Pet Sitter Plus offers you lots of flexibility as to how you can be paid by your clients. The easiest and most flexible method is via Stripe. Using this method, you can ensure you are guaranteed to be paid on time with minimal effort from your clients, allowing you to budget effectively and grow your business.
You can set up a Stripe account quickly and easily. The benefits are that it provides you with a secure, PCI compliant payment gateway, you can take payments in bulk from clients accounts or your clients can click a "Pay Now" button to make payment. There is a simple "same fee" structure so you know exactly where you are with your costs.
In this section, you will learn how to set up an account with Stripe and link it to Pet Sitter Plus. You will also see which settings you can use with this method of payment.
Step 1: How do I Connect Pet Sitter Plus to Stripe?
Tammy wants all her clients to pay for their services by credit/debit card. She also wants to be able to take payments automatically online from her clients' payment cards when she creates her invoices.
Tammy will need to set up an account with Stripe.com, and then link her Stripe account to Pet Sitter Plus in order to make this payment option available to her clients in the portal.
1. Click "Payment Credentials" from menu on the left, and then click the "Connect with Stripe" button.
YOU WILL LEARN HOW TO:
Link Stripe Account
Set up Automatic Payments
Do you already have an account?
2. If you already have a Stripe account simply sign in here to connect your account to Pet Sitter Plus.
Do you need to sign-up for a new account?
3. If you do not yet have a Stripe account, select your country from the list of available options and complete the account application form. Your account will usually be created and ready to use within a few hours.
Once your Stripe account has been linked, you can set up and change the payment credential settings.
Step 2: How do I Set Up taking Automatic Payment for my Clients' Payment Cards?
Pet Sitter Plus is pre-configured to allow taking payments from your clients' account on a "presumed authorization" basis. Tammy would like to ensure that clients CANNOT deselect this option so she is able to take payments automatically when she creates her invoices.
With "Require Automatic Charges Allowed" switched ON, your client is NOT able to prevent you from taking payments from their account.
4. Toggle the switch to "ON" and click "Update".
Step 3: How do I Default All Clients to Stripe?
Tammy wants to ensure that all her clients accounts – existing and new – always use "Stripe" by default as the preferred payment method.
NOTE: This does not stop clients from paying you by other methods.
5. Click the "Default" button.
6. Choose "Stripe" from the dropdown, then click "Update".
7. Click the "Set All to Default" button.
8. Click "OK - Set to default for all clients" in the warning panel.
This tutorial demonstrates how to link Stripe to Pet Sitter Plus so clients can pay you online through the client portal within Pet Sitter Plus. To gain a greater understanding of the options available when you are ready to learn more, you can take a look at the Help pages for the Stripe and Setting your Stripe Credentials to explore the options available to you.
Congratulations! You have completed this stage.
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