How to setup ClearCRM Payment Gateway and accept credit card payments using Stripe
Overview
This documentation outlines the steps to integrate Stripe as a payment gateway for processing customer invoices. It provides a straightforward guide for setting up and using the payment feature within the application.
Why use a Payment Gateway?
Instead of collecting payments manually, you can:
Offer customers a simple way to pay invoices online.
Speed up cash flow by reducing friction in the payment process.
Automatically update invoice statuses without manual tracking.
Setting Up Stripe Payment Gateway
To enable Stripe in your ClearCRM account:
Navigate to Setup > Settings.
Find and click on Payment Gateway.
Enable Stripe.
Enter a label (e.g., “Credit Card via Stripe”).
Paste in your Stripe Public Key and Secret Key.
Save your changes to activate the payment option.
💡 Tip: You can find your Stripe keys in your Stripe Dashboard under Developers > API Keys.
Accepting Payments on Invoices
Once Stripe is connected, your customers can pay directly from their invoices:
Go to Sales > Invoices.
Open any unpaid invoice.
Either:
Click Add Payment to process it manually, or
Share the invoice link with your customer.
Customers can then select Stripe as the payment method and complete the transaction with their credit card.
Payment Confirmation and Tracking
When a payment is successful:
The invoice status automatically updates to Paid.
Customers can download a payment receipt right away.
You can view the updated invoice status in the invoice list.