Stripe for Payments & Autopay

Enable Stripe Payments

• Connect or Create a Stripe account via Integrations

• Once a Stripe account is connected, by default each customer will be able to pay via Stripe checkout links

• To Disable individual customers from using Stripe links

  • Navigate to the customer Profile and toggle off Online Payments

  • Disabling this will remove all active links from open invoices as well

Enable AutoPay in Rillet

• The Steps in Enable Stripe payments above must be completed first.

• Activate the Billing portal in your Stripe where it says Activate link and then update the settings to this:

  • Customer Info - On

  • Payment Methods - On

  • Cancellation - Off

  • Subscriptions - Off

Setting Up a Customer’s Profile for Payments

To turn on payments for a specific customer, navigate to the Customer’s Profile and review the Online Payments settings:

• Online Payments - Stripe Checkout Links will be available to customer to pay via Stripe. The customer must initiate the charge on their own.

• Autopayment - A Customer has an active default payment method and invoices will be automatically charged to the default payment method.

When a customer is registered for autopayment, autopayment toggle will be active on their customer profile (see screenshot). This can only be enabled if the customer has registered a default payment method.

The customer list and the invoices list will display the Autopayment Icon to indicate that the customer is signed up for automatic payments

To turn on online payments by default for all customers, Navigate to Invoice Set Up and select the option for Enable online payments for new customers.

Payment Failures

On the invoices list, you will see an icon that will display next to the invoice when the autopayment has failed. There is no automatic notification to the customer of the failure.

Rillet will make 3 attempts to charge the default payment method before shutting off the customer’s account for autopayment:

• 0 hours - Initial Attempt:

• 1 hour - 2nd Attempt

• +24 hours - Final Attempt

There is also a trail of autopayment failures within the Invoice history:

How a Customer Pays via Stripe Link

When receiving an invoice, customers with online payments enabled will be given two options for payments in both the invoicing email and the invoice PDF.

• Pay online - The customer should use this option to manually pay the invoice and if they do not want to set up automatic payments.

• Set up automatic payments - The customer should use this option to pay the invoice and set up automatic payments for future invoices.

To pay online one time, the customer will click on “Pay Online”, which will direct them to a Stripe checkout session:

How a Customer Signs Up for Autopayment

On the invoice or email links, the customer should select Set up automatic payments. They will be directed to the Billing Portal where they can access and manage their default payment methods. Click on Add Payment method, to add a new card on file.

Once the customer is registered for autopayment, all future communications will only contain a link to the Billing Portal and the Invoice Payment instructions will state that the invoice will be automatically paid.

Autopay Invoice Email Example:

Autopay Invoice PDF Example:

How to Disable Autopay for a Customer

• The customer can remove their default payment method from the billing portal

• Turn Off Allow Autopayments on the customer’s profile in Rillet.

How does my customer change their default payment method?

For all customer with Online Payments active, each invoice will contain a link to the customer’s Billing portal:

• Set Up Automatic Payments - if there is no active autopayment method

• Go to Billing Portal - if there is an active autopayment method

Your customer can access this link anytime to update their preferences.

Frequently Asked Questions

Why are there no payment links on the invoice?

Online payments must be ON within the customer the profile for links to show up. Once turned on, all unpaid invoices will receive a link.

Why did my customer’s Stripe link expire?

When editing or updating a contract or invoice amount, the invoice will receive a new Stripe checkout link, therefore disabling a previous link. To prevent this, make sure to send your customer a new copy of the invoice after making edits.

How long does it take for a Stripe payment to register on a Rillet invoice?

Rillet syncs all Stripe payments every 2 hours.

When is a customer charged?

By default Rillet will charge when the invoice is sent (if not sent, no charge will happen). Invoice payments will be processed every 2 hours in a batch.

• Note: Manually marking an invoice as sent will not trigger an auto-charge.

What if I want to charge my customer without sending the invoice?

To enable charging automatically, there is a setting under Invoice set up to Charge automatically on the due date (regardless of invoice sending). It is recommended to also turn on automatic invoice sending with this to ensure customers receive the invoice when charged.

My customer just set up automatic payments but the invoice is still showing as unpaid. What do I need to do?

Rillet will automatically charge the card on file in the next payment run (every 2 hours).

If there are multiple payment methods in Stripe, which one will be used?

Customers can designate their default payment method within the billing portal. If there is only one payment method, Rillet will assume that is the default.

• In the case where there are multiple payments methods and none are defaulted, Rillet will not automatically charge. Please reach out to your customer to have them select the default.