Design a no-code integration

Before you begin, decide what pricing model works best for you:

• Products or subscriptions: Best for e-commerce or SaaS where you’re selling products for a fixed price.
• Customers choose what to pay: Best for donations, tipping, or pay-what-you-want. This pricing model currently doesn’t support recurring payments or recurring donations. Learn more about the requirements for accepting tips or donations.

Learn how you can do more with Payment Links:

• Share a payment link: After you create the payment link, share it online, generate a QR code, or use it to embed a buy button on your website.
• Track a payment link: Add URL parameters and Urchin Tracking Module (UTM) codes to your payment links to get insights about your customer behavior and marketing effectiveness.
• Customize checkout sessions: Customize the look and feel of a checkout session for your user, including what information you collect and save. Some examples include:
  • Collect taxes: Select Collect tax automatically when you create a payment link to start automatically collecting tax.
  • Collect customer addresses: Select Collect customers’ addresses when you create a payment link. You can also collect phone numbers if required for the transaction.
  • Support free trials without collecting payment method details: To allow customers to sign up for a subscription without providing their payment method details, select Include a free trial and a set a duration for the trial. Then select Let customers start trial without payment method.

Payment Links on mobile

If you’re creating a product or subscription, use the Stripe Dashboard iOS app to create a payment link on your mobile device. In the app, go to Payments > Payment Links to create a payment link (or click the create icon () and select Payment link). The iOS app doesn’t currently support creating links where your customers choose how much to pay.

Create an embeddable buy button to sell a product, subscription, or accept a payment on your website. Start by selecting an existing link from the Payment Links list view or by creating a new link where you can decide which products to sell and customize the checkout UI. After you create your link, click Buy button to configure the buy button design and generate the code that you can copy and paste into your website.

Customize the button

By default, your buy button uses the same branding and call to action configured for your payment link. You can:

• Choose between a simple button and a card widget.
• Set brand colors, shapes, and fonts to match your website.
• Set the language of the button and payment page to match your website’s language.
• Customize your button’s call to action.

Customize the buy button

With Dynamic payment methods, Stripe displays the most relevant and compatible payment methods to your customers, including Apple Pay and Google Pay. Stripe enables certain payment methods for you by default. We might also enable additional payment methods after notifying you. Use the Dashboard to enable or disable payment methods at any time. Learn more about supported payment methods and different types of payment methods.

You can review what payment methods your customers see in the Dashboard by entering a transaction ID or setting an order amount and currency.

Pricing tables require using Checkout. For details, see the pricing tables page.

1. Activate a customer portal link On the customer portal configuration page, click Activate link in the Ways to get started section.

2. Configure the portal Go to the customer portal configuration page and select your configuration options. Learn more about configuration options.

3. Share the portal login link Add the link you activated to your site, or send it directly to your customers. They can log in to the portal with their email address and a one-time passcode.

   Make sure your customers have an email set. If multiple customers have the same email address, Stripe selects the most recently created customer that has both that email and an active subscription.

   For security purposes:

   • Customers can’t update their email address through this link.
   • If a customer doesn’t receive a one-time passcode after clicking the login link, make sure their email address matches the email address of an existing customer. To check, enter the email address in the search bar of your Stripe dashboard.

To prevent lost revenue, reduce churn, and prevent missed trial conversions, use Stripe’s revenue recovery features.

• Analyze failed payments: Go to the revenue recovery dashboard to see how many failed payments have been recovered, how they’ve been recovered, and why they failed.
• Automatically retry failed payments: Use Smart retries to retry failed payments when they’re most likely to succeed. To enable Smart retries, go to the Retries tab in the revenue recovery page.
• Notify customers about failed payments: Set up failed payment notifications to automatically send emails to customers when a payment fails or a card expires to encourage them to update their payment method details. To enable these notifications, go to the Emails tab in the Revenue recovery page.
• Create automated recovery workflows: With recovery and retention automations you can set up custom automations to streamline your business processes, enhance customer communication, and improve revenue recovery efforts. To enable automations, go to the Automations tab in the Revenue recovery page.

To create a quote in the Stripe Dashboard:

1. Go to the Billing tab.
2. Click Quick actions > Create quote (or go directly to the quote editor).
3. Select + Add new customer. At a minimum, enter your customer’s Name and Account email. Click Add customer.
4. Under Items, add or select a product. (You can also add a coupon.)
5. Choose an expiration date.
6. (Optional) Write a memo, and add a custom header and footer. You can set the future default text for the header and footer in the quote template.
7. To preview the quote PDF (which shows the generated quote number) click Download preview.
8. Click Finalize quote.

Quote editor

After you finalize the quote, send it to your customer:

1. To download the quote, go to Quotes details page > Quote PDF.
2. Use an external email address to send the PDF to your customer for review.

Customize quotes

To customize elements of the quote template like the header and footer, go to the Configure quote template page.

After your customer accepts the quote, bill them by converting the quote into an invoice or subscription.

You can only create one-off invoices if a quote only has one-time prices.

If a quote has at least one recurring price, you can only convert it to a subscription.

Convert a quote to an invoice

1. To mark a quote as accepted and create a draft invoice, select a quote from the overview page and go to Convert to invoice > Quotes details.

2. Use the invoice editor to modify the draft invoice as needed.

3. Email the invoice or automatically charge the customer.

Convert a quote to a subscription

1. Select a quote from the overview page and the quote editor. Then choose a customer and create or select a product with a recurring price.

2. Enter the quote details and choose to either Start the subscription immediately or Schedule a subscription start date.

3. Finalize the quote. This marks the quote as Accepted.

4. Go to Convert to subscription > Quotes details.

5. Enter or modify the subscription details, then click Create subscription.

If you schedule the subscription to start immediately, Stripe creates an active subscription along with a draft invoice for the initial payment. Stripe finalizes the draft invoice automatically in 1 hour. Otherwise, the subscription begins on the scheduled start date. Depending on the subscription’s payment terms, Stripe collects payment by either charging the customer’s payment method on file or sending them an invoice.

To create and send an invoice, complete the following steps:

1. In the Dashboard, go to the Invoices page, and click Create Invoice to open the invoice editor. Whenever you exit the invoice editor, Stripe saves a draft. (To delete a draft invoice, click the overflow menu () next to an invoice on the Invoices page.)

2. Select an existing customer or click Add new customer. For new customers, you have to enter a name. You can optionally add an email address or other details.

3. (Optional) Click the overflow menu () in the Items section to open the Items Options dialog. Choose the desired currency and tax rendering option for the invoice.

4. Select Add one-time item to create a single, one-time item. To save a product for future use, select Create new product.

5. Enter the Quantity and Price for your new item or product.

6. (Optional) Click the Item options under each item to add a tax rate, coupon, or supply date. You can also use the Dashboard to create a tax rate or coupon.

7. (Optional) Use the Memo box to provide more information to your customer. You can edit the memo on an invoice by clicking Edit memo on its details page.

8. Select one of the following invoice delivery options:

   • Automatically charge a payment method on file: Immediately charges the invoice amount to your customer’s payment method that you have on file.

   • Send invoice or payment page link manually: Provides a payment link for you to send to customers after you confirm the invoice.

   • Email invoice with link: Enables Stripe to send an email with a payment page and an invoice PDF.

   • Email invoice without link: Enables Stripe to send an invoice PDF only.

9. (Optional) To schedule this invoice to finalize automatically at some date in the future, select Schedule send date. Or, depending on what you selected in the previous step, Schedule charge date or Schedule finalization date.

10. (Optional) Expand Advanced options, and add custom fields. To learn more, see Net prices and taxes. Expand Advanced options, and add custom fields.

11. Click Review invoice and decide whether you want to include additional emails or continue editing. Send the invoice.

To track the status of invoices, go to the Invoices page in the Dashboard and use the filters. You can filter for open invoices (select Outstanding) or by frequency, status, creation date, due date, amount, and other options.

Automatic reconciliation

With the Invoicing Plus pricing plan, incoming payments are automatically reconciled with outstanding invoices so you don’t have to manually match bank payments with invoices.

To start using automatic reconciliation, log in to the Dashboard and select a Billing plan.

1. Open your Stripe Dashboard mobile app.
2. Tap the add symbol () from any tab.
3. Select Charge a card or send an invoice.
4. Enter the amount to charge.
5. Select Tap to Pay as your payment acceptance option.
6. When the Tap to Pay symbol appears, prompt your customer to tap their card to the device by following the instructions on screen.
7. The payment confirmation page signals successful completion of the transaction.

If you’re unable to accept a Tap to Pay payment in the Dashboard app, you have other options:

• Manually charge a card: Open the Stripe Dashboard app, click the add symbol () from any tab, and select Charge a card or send an invoice. Then, enter your customer’s card information manually.
• iOS only: Generate a QR code: Create a payment link and have your customer scan the QR code to pay. You can also share a payment link through text, email, and other channels.

Before you begin, decide what pricing model works best for you:

• Products or subscriptions: Best for e-commerce or SaaS where you’re selling products for a fixed price.
• Customers choose what to pay: Best for donations, tipping, or pay-what-you-want. This pricing model currently doesn’t support recurring payments or recurring donations. Learn more about the requirements for accepting tips or donations.

You can accept recurring donations with Stripe, in the same way as recurring payments. For example, you have a llama rescue organization, Llama House, and want to allow supporters to choose an amount for a recurring, monthly donation. You can use Payment Links to create a link to share on social media and email. From the same payment link, you can also generate a QR code to add to flyers, and an embeddable buy button for your website–all from the Dashboard.

1. In the Stripe Dashboard, create a payment link.
2. Select Products or subscriptions.
3. Find or add a recurring product that represents the recurring donation.
4. Under Advanced options, toggle the call to action option to Donate.
5. Create the link and share it. You can share the link directly, embed it as a button on your site, or generate a QR code.
6. Track payments associated with the payment link in the payments overview in the Dashboard.

Create an embeddable buy button to sell a product, subscription, or accept a payment on your website. Start by selecting an existing link from the Payment Links list view or by creating a new link where you can decide which products to sell and customize the checkout UI. After you create your link, click Buy button to configure the buy button design and generate the code that you can copy and paste into your website.

Customize the button

By default, your buy button uses the same branding and call to action configured for your payment link. You can:

• Choose between a simple button and a card widget. If you’re creating a link where customers choose what to pay, select the card style.
• Set brand colors, shapes, and fonts to match your website.
• Set the language of the button and payment page to match your website’s language.
• Customize your button’s call to action.

Customize the buy button