Capturing Payments in Stripe
Pool Service Software — https://poolofficemanager.com/
Pool Office Manager and Stripe Guides:
2. Connecting Stripe and Pool Office Manager
3. Creating and Sending Invoices
4. Capturing and Collecting Payments
5. Viewing Accounts Receivable in Stripe
6. Syncing Stripe with QuickBooks
7. Refunding a charge with Stripe
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You can securely save a card that can be used and charged for future purchases. Below shows how to charge a card for payment.
- Navigate to the customer’s profile in which you would like to create/process a payment for. Select the Invoices tab
2. Then choose the plus sign in the payments methods section and enter the card details
3. To process a payment, select the actions button next to the appropriate invoice and chose the payment source to process the payment
Accepting Payment Outside of Stripe/Pool Office Manager
If you send a customer an invoice and they mail a check, you will need to take Two steps:
- Record the payment amount in your quickbooks or billing software. You can do this by creating an invoice with a single line item for the total amount. OR you can add the payment as a line item on your General Journal.
A. If you have a Bank Account you manage in QuickBooks, open the account in which the check was deposited, and continue to Step B.
If you do not use a bank account in QuickBooks, you can open the Account Stripe Checking Account.
B. Enter the customer name or email (new records, the type can be added as Other)
C. Assign the Account Stripe Sales and enter the amount under Deposit
D. Post the record to QuickBooks like the screenshot below:
2. Change the invoice status as paid in Pool Office Manager.
Select the Actions button > Change Invoice Status
Reconciling Bank Accounts and Stripe Deposits
If you would like to post the deposits from Stripe Sales into another account, instead of the default Stripe Checking Account, you can do so by editing the transactions.
- Instead of having funds ‘deposited’ into the Stripe Checking Account we will edit the transaction to deposit into your actual Bank Account in QuickBooks.
2. Open the Stripe Account in QuickBooks
3. Find the Records of Payments, and change the Account from Stripe Checking Account to your Bank Account (in this example, our company account is Chase Bank Account
The deposits you actually received from Stripe will now be recorded as deposits into your bank account in QuickBooks
To View all accounts receivable, visit this guide: Viewing Accounts Receivable in Stripe
