How to Set Up Stripe

Step 1. Set Up Integration in Your Stripe Account

For integration with the Stripe service, log into your Stripe account.

In your Stripe account, go to the API tab and copy the Secret Key and Publishable Key.

Step 2. Set Up the Payment Method in Flowlu

Go to the System Portal Settings → Finance → Payment Methods and click the Create button. In the opened form select the Stripe option.

In step 2, specify the system name of the payment method, the button name (it will be displayed when viewing the invoice online) and, if necessary, the description of the payment method as an explanation for your portal users.

Specify from which organization you will issue the invoices using this payment method. Organizations are created in the Flowlu settings, in the same section.

Choose the type of payer, depending on who you will issue the invoices to. There can only be contacts from CRM (individuals), only companies (legal entities) or both.

in the Sort column specify the numerical order in which the button will be displayed. The smaller the number, the higher in order the button of payment through this payment system will be displayed. It is relevant if you plan to use several payment systems.

In step 3, insert the previously copied Secret Key and Publishable Key

The Account type switch leave in the Sandbox position and click the Next button:

In step 4, select the Publish payment method option and save. The integration setup is complete.

Step 3. Test the Payment Method

To conduct a test payment, create an invoice from the organization specified in the payment method settings and select the client account.

Copy the external link and follow it. In the invoice, the Stripe button will appear, through which you can make a test payment.

To make a test payment use test data here: dashboard.stripe.com/register

After successful testing of online payment, go to your Stripe account and activate it.

Copy new Secret Key and Publishable Key to the settings of payment method.

The integration setup is completed, now you can accept payment online through the Stripe payment system.

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