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Stripe Payment Management in Releventful
Stripe Payment Management in Releventful

Learn how to allow Stripe to automatically manage your payment methods in Releventful.

Erin Pender avatar
Written by Erin Pender
Updated over a week ago

❗Important: if you want to be able to enroll your clients in automatic payments or pass on convenience fees based on the payment method selected by your client, see Setting up Stripe Automatic Client Payments.

Stripe Payment Management

Stripe is a very robust payment platform that lets you accept over 30 different types of payments from your client. By using Releventful, you can seamlessly integrate your sales workflows, proposals, and contract signing with receiving payments.

To turn Stripe Payment management on

  1. Click on a payment in your invoice to edit it

  2. Under Stripe Payment Management, click the toggle button to turn it on

  3. Click Save at the bottom of the payment window


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Managing Your Payment Methods in the Stripe Management Dashboard

Inside of your Stripe Management Dashboard you will be able to turn on or off which payments you would like to accept from your customer.

Managing Credit Card Options

Stripe offers a variety of credit card options you can use to receive from payment from your client. Click the toggle button to turn the desired card On.

Managing Bank Debit Options

Stripe offers a variety of bank debit options you can use to receive from payment from your client. Click the toggle button to turn the desired bank debit On.

Managing Buy Now, Pay Later Options

Stripe offers a variety of buy now, pay later options you can use to receive from payment from your client. Click the toggle button to turn the desired buy now, pay later option On.

Buy now, pay later options are a great way to provide flexibility to your clients to ensure that they book services with you, but allow them additional time to complete the payments.

ℹ️ Note: When using buy now, pay later options via the Stripe Payment Management feature, you need to ensure that the client's address is populated in their account details. This is an important part of the process for the buy now, pay later integrations to work properly. Learn how to change your lead info

Managing Wallet Options

Stripe offers a variety of mobile wallet options you can use to receive from payment from your client. Click the toggle button to turn the desired wallet On.

Managing Bank Redirect Options

Stripe offers a variety of bank redirect options you can use to receive from payment from your client. Click the toggle button to turn the desired bank redirect On.

Convenience Fees for Stripe Payment Management

Due to the nature of Stripe payment management and you being able to provide a wider variety of payment options to your customer, Releventful will use the convenience fee you set in the Credit Card Convenience Fee Amount of your payment schedule to apply to ALL payments made.

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