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Integrations

Stripe integration for client invoicing

Require clients to pay invoices through Stripe before reviewing and signing their tax return, with flexible firm and processing settings.
The Stripe integration lets firms require clients to pay their invoice prior to continuing to the tax return.
This article outlines how to turn on the feature and settings options, as well as a preview of the client experience.
note
To use this integration, the firm must have an active Stripe account. Instructions for setting up this account or entering existing account details are detailed in the following
Enable Integration
 section.
Settings
Turn on integration:
  1. Go to
    Settings
     in the left panel.
    note
    Only system administrators can access this section.
  2. Select
    Vouchers & Invoices
    .
  3. Switch
    Invoices
     to
    on
    .
  4. Select
    Stripe
     in
    Invoice Payment Processing
    .
  5. Select
    Connect with Stripe
     in the new pop-up window.
  6. Follow the on-screen prompts on the
    Get started with Stripe
     browser page.
  7. Turn on
    Require taxpayer. . .
     to require taxpayers to pay their invoice before they review and sign their return during processing.
  8. Mark the
    Allow user to send. . .
     checkbox to let users turn off the payment requirement option during processing.
Turn off or edit integration:
  1. Go to
    Settings
     in the left panel.
    note
    Only system administrators can access this section.
  2. Select
    Vouchers & Invoices
    .
  3. Select the
    gear
     icon next to the
    Stripe
     option.
  4. Select
    Disconnect
     to turn off invoicing with Stripe.
  5. Select
    Edit
     to edit your Stripe account details.
Processing:
Once enabled, you will have a few options. These options will appear in the invoices tab during processing.
note
An
Invoice Amount
 must be entered during processing to give the taxpayer the option to pay.
Setting
Description
Require taxpayer to pay invoice prior to reviewing their tax return
This will force the taxpayer to pay before they sign the return.
Allow user to send the return without payment required
This will let the user choose whether payment will be required during processing. This option may or may not be available depending on your firm settings.
Taxpayer experience:
Access the return through the Client Experience.
Go to the
Review
 section.
With payment required turned on:
  1. Review the Invoice.
  2. Select
    Pay Now
    .
  3. Enter credit card details into the pop-up window.
  4. Select
    Pay
    .
  5. Continue the process of reviewing and signing the tax return.
With payment required turned off:
The Taxpayer has the option to either
Pay Now
 or
Next
.
Once a selection has been made, the taxpayer can either complete payment details as previously listed or continue the process of reviewing and signing the tax return.

This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff