Configure your online payment

Once the Stripe payment service has been activated for your account, as explained in the article Activate the Stripe payment service, you can :

• Choose the payment methods you wish to offer your clients,
• Define the currencies allowed, as well as the minimum and maximum amounts per transaction,
• Allow clients to use credit notes in their online payments from reminder emails.

Choose the payment methods you want to offer your clients 

Depending on the type of clients you have and their preferred  payment methods, you can activate the payment methods you consider most suitable.
For each chosen payment method, you can define the authorized currencies, as well as the minimum and maximum amounts per transaction. This last configuration gives you greater control over the Stripe charges.

Stripe applies transaction fees that vary according to the payment method and transaction amount. Please consult these fees on the Stripe Pricing website.

    1. First, make sure that the payment methods you would like to activate are enabled on your Stripe account. To do so, login to your Stripe account:

• Click on the gear icon on the top right of your screen and select Settings,
• In the product settings section, click on Payments,
• Select the Payment Methods
• Activate the payment method of your choice and complete the required information if prompted.

    2.  Go to the page Configure > Online payment and use the toggle switch in each section to activate the payment methods you’re interested in.

The Bancontact payment method is specific to Belgium.

When a payment method is activated, the “Authorized currencies” and “Authorized thresholds” sections become visible.

If you have activated the payment methods “Card”, “Bank transfer” and “Bancontact”, these three payment methods will be proposed to the debtor when he clicks on the “Pay” button in the client portal and enters his email address.

At this stage, we verify the authorized payment methods in Stripe account and update the activation status of those payment methods in Clearnox. 
This status is visible on the Configure > Online Payment page from the Clearnox interface.

Configure the authorized currencies for online payments

If you have clients abroad, you may need to work with multiple currencies, in which case you can add the currencies in question to each payment method. 

To add a monetary unit, use the “Authorized currencies” drop-down list and click on the currency you wish to add.

To delete a currency, go to the list of selected “Authorized currencies” and click on the x next to the currency name.

Click “Save” to save your settings.

If the currencies you wish to add do not appear in the drop-down list, please contact Clearnox support : clearnoxsupport@isabelgroup.eu, indicating the currency you wish to add. 

Set minimum and maximum thresholds per transaction

To better control the bank charges  levied by Stripe for each transaction, you can define the range of amounts eligible for each payment method by setting the minimum and maximum amounts per transaction. 

To add thresholds for an authorized currency, simply enter the minimum  amount in the first box of the dedicated line, and the maximum amount in the second box. Click the “Save” button or the “Enter” key on your keyboard to save your changes.

If you do not set your thresholds, the minimum and maximum amounts defined by Stripe will apply by default.

Example : You've chosen a maximum threshold of €8,000 for payment by card, and no treshold for payment by bank transfer.
When your client clicks on his links to pays €10,000 he will only be offered the option to pay by bank transfer.

Allow the use of credit notes in online payments

To allow clients to use their credit notes when paying their invoices via online payment, go to the "Advanced options" section of the Configure > Online payment page, and activate the "Possibility of including credits in the amounts to be paid" option. 

A client who receives a reminder by email, clicks on the "Pay" button, and can select credit notes when their status is "Available".
If a credit note has already been used in another payment, its status becomes "Used", so it cannot be selected.