Pay with Stripe: The Customer Experience

See how your customers can easily pay their invoices through the guest checkout or a customer portal with Stripe. 

In this article:

Send Invoice to your Customer with Stripe

Paying Via Guest Checkout: Customer View with Stripe

Stripe | Micro-Deposit Workflow 

Paying Via the Customer Portal with Stripe

🎥 Video: Paying with Stripe: The Customer Experience

Send Invoice to your Customer with Stripe

[Contractor View]

1. In LMN, navigate to Invoice > Invoice List
   • Option 1: On the Invoice List page, you can send any Pending or Approved  invoice to your customer through the 3 dots on the right and from the dropdown, select Send Invoice. 
     
   • Option 2: Or from within the Invoice
     1. Click into the Invoice
     2. Click the Send Invoice button in the top right
        
     3. On this screen, you will be able to see who you're sending the invoice to, customize the email content, and attach a PDF of the invoice, when you're ready, click Send
        

Paying Via Guest Checkout: Customer View with Stripe

See how your customers can pay using the quick and easy guest checkout feature.

[Customer View]

1. Below is what your customer will see after you publish an invoice to their email
   
2. They will be able to see your company logo at the top, along with a message or customized one, invoice due and total. 
3. To check out, your customers can click on the green Review and Pay
4. They will land on this page (pictured below) where they can see invoice details and the status on the left, with checkout options on the right.
   
5. Customers can choose to either pay with Credit Card or ACH. 
   • If your customer chooses to pay with a Credit Card, they can fill out their card information.
   • If your customer chooses ACH they'll be able to select their Institution and then pay directly from this page. 
   • If you have turned OFF Credit Cards as an accepted payment method, your customers will only be presented with ACH fields. 
6. When ready, your customer will click PAY NOW
   
7. Once the payment is successful, your customer will see the status on the invoice changed to PAID. 
   

Stripe | Micro-Deposit Workflow 

The micro-deposit workflow is now available through the Customer Portal for any customers who cannot locate their Bank through Stripe financial connections when attempting to pay an invoice with ACH, and wish to enter their details manually. 
⚠️ This feature is only available in the Customer Portal, and not available through the Guest Checkout workflow. 

What are micro-deposits?

A micro-deposit is a small test deposit (typically $0.01) sent to your customer’s bank account when they choose to pay by ACH and enter their account details manually.

They’ll see this deposit on their bank statement, then enter the exact amount in the payment screen to verify their account and complete the ACH setup.

How it Works

The following are guided steps you can advise your customers to follow

1. Sign into the Customer Portal (or create an account if it is their first time) directly from the emailed invoice
   
2. Once signed in, click on the Profile tab on the left hand side menu, then click + Add Payment Method
3. Click on US Bank Account, fill out the email and name section, then click on Enter Details Manually
4. From here, your customers can manually enter their bank account details and click Submit to initiate the micro-deposit process. They will receive an email within 1-2 business days with instructions.
5. Back in the LMN Customer Portal, their bank account details will say Pending Verification until the process has been completed.
6. Once they receive their instructions and verify the micro deposit was received in their back account, they will need to come back into the Customer Portal and click Verify Payment Method
7. Your customer will enter the 6 character code starting with 'SM' from that $0.01 micro- deposit then click Verify
   
8. Once the deposit has been verified with Stripe, the customer can close the window
   

✅ Success! Your customers bank details have now been saved in the Customer Portal. To make this payment method the default (which you could then use on their behalf) have your customers click the Set as Default button

If your customers need to delete a payment method on file, they can do so by clicking on the Remove button in their Customer Portal.

Paying Invoice Via Email With Stripe Video (For the Customer)

Paying Via Customer Portal with Stripe

Review what the process looks like when your customers choose to pay through the Customer Portal. 

[Customer View]

• When your customer receives an invoice, they will be presented with an option to Create Account (create a Customer Portal account) or Sign In if they already have one.
  
• Once they have registered or signed into their account, they can click on Invoices from the menu on the left to see a history of all their paid or overdue invoices.
  
• They can click into Overdue Invoices and pay with either Credit Card or ACH.
  

• If your customer wants to save their payment method in the portal for future use, they can add multiple payment methods under the Profile section on the left menu then clicking + Add Payment Method. Any Credit Card or ACH payment method added to the customer portal will automatically be reflected in the CRM for you to use on the customer's behalf. By clicking Save, your customer is consenting to terms highlighted in blue. 
  

  Paying Via Customer Portal With Stipe Customer View Video (For the Customer)

  [Contractor View]

• Back on the invoice list in LMN, the Invoice Stage has been switched to Paid with the date and a balance of $0.
  
• If you click into the invoice, you will see the payment details such as the date it was received, the payment method, and the payment amount.
  
• To see all of your received payments, click on Payments on the left menu. The payment status shows success and a QuickBooks status of pending.
  
• From here you can click the checkbox next to this payment, click the Update Status button, and from the dropdown select Export to QB.
  
• Click into the Payout tab at the top to find out when this payment is expected to land in your bank account.
  
   

🎥 Video: Paying with Stripe: The Customer Experience 

View how your customers can use the Portal to Pay with Stripe HERE

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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