I liked how you made the example invoice and showed us what to look for to make sure it was right, then walked us through the rest if the process. The round video face (that little circle), the red circle to make sure we saw the icon and the grey dot smudgey thing to see where you were on the page were so helpful! All in all, SOLID work! New subby-- I loved how direct, to the point and bubbly you were. FABULOUS!!!! 10 out of 10
@@souldrivensolopreneur So glad to hear it ☺️ Your content is incredibly thorough & your knowledge, personality & style are bomb. Glad I stumbled upon your page! 👍🏽
Totally agree. Especially as you want to get everything right first time around. Thanks for watching. Let me know if you have any questions. Happy to help.
This was an awesome video! I learned a lot in this video about Stripe, I have always been interested in this service but I hadn't found a good video on this. Thank you! Thank you for showing us the settings!
If you have a shopping cart integrated, like Kartra does, there's no need for this apart from maybe using it for 1:1 coaching agreements or other special circumstances.
@@souldrivensolopreneur Thank you for your insight lovely! I use Kartra also for 1:1 clients. What they do is they go through Kartra checkout page and when they do that they also click to sign the agreement, then Kartra creates the invoice and keeps track automatically.
One cool feature I just discovered about stripe is that I can select the currency of a customer so I can charge them in USD vs CAD and then I get the amount in CAD in my bank account
You're most welcome. Three days are my default settings, however, if the client has issues with that we'll talk about it during the "discovery call" and I'm happy to accommodate their schedule. And yes, you can set your language - it's under Settings > Business Settings > Your Business > Emails. Hope that helps. Let me know if you have any other questions.
Great and to the point video! How do you set an additional amount for payments using credit card vs ACH with no add. charge? For example, a $100 invoice paid with ACH is $100, while if customer chooses to pay with credit card, it is $104...?
Thanks for your feedback, Steve. It's most likely something in the settings or maybe the way you set up your product/service. I'd start with going through the settings to see where it could come from. Fingers crossed.
Thanks for this. Very informative. I would like to have my clients pay by ACH (not credit card) but stripe just sends their bank info at the bottom of the invoice - not a link where they can pay that way, and not even my bank account info. Is there a way to make ACH payment as simple for the client as they make credit card payments?
Great question, John. I haven't used ACH myself, but displaying their bank details instead of yours indeed doesn't make any sense - apart from that they have an account pool where they'd collect the money to then transfer it to you. Maybe have a chat with their support team. I'm sure they'll sort this for you in a jiffy.
Thanks for the suggestion, Michael. I have to admit though that I'm not using WooCommerce myself so I might not be a good fit to talk about this. Have you tried other channels?
Get in touch with Stripe support via chat. They might be able to activate this feature if you're an established account with the proper security features installed (or they'll tell you what you need in order to do that in the future).
Thank you so much for your feedback, Maria. The easiest way is to subscribe to my channel here on RUclips to be in the known when I release a new video. If you want to go deeper, you can explore different ways to work with me on my website. Would love to connect with you.
Hello, .. I have seen your video, I find it interesting,... I have a verified STRIPE account , I tried to send an invoice charging 2 dollars to another email of my property to see how it works, .. I received the invoice, But when I enter the card details and send it, I get an error message "processing error" ... I tried to pay with different cards both mine and my son's and the message is the same ... with the test work well, but in real time with a real invoice appear the error message,...what do you think I should do? ... I used visa, master and American..
There could be different reasons why this didn't work. 1) Your bank issuing the credit card might have blocked the payment for security reasons, or 2) Stripe isn't set up properly. I'd first reach out to Stripe support (their chat is amazing) and clarify with them what's going on. Once you know more, you could always reach out to your bank to clear the payment.
Hi, your explanation is very nice. I have a req I have form assembly and it is connected with salesforce and stripe. Here I want to add two salesforce fields in the receipt of the stripe. Can you help me?
Yes, Discover and Diners is part of their supported card brands , however only if your Stripe account is in the USA or Canada. (So if you're based in Croatia, this means no IMHO.)
Go to Settings > Account Details. In the middle part there should be a field where you need to type in your phone number. It'll be automatically taken from here and included in the invoice, receipt etc. Hope that helps.
Stripe will take care of that automatically. The payment will be deposited into the account you set up under your Settings. Depending on the history of your account the pay-out timeframe differs (e.g. deposited 7 days after payment versus 3 days etc.).
Hi! Thank you for this! Quick question about the currency. If my account is in USD $ and my client in Euros, do I need to set up her account in Euros and the Stripe will do the conversion in USD $?
Great question, Maria. If your account is in USD, Stripe will automatically do the currency conversion for you when they send you the balance. Just make sure that her "customer account" when you first set it up in the system and the invoice is stated in EUR. Let me know if you have any other questions.
how about just skip shipping details - that seems to be an issue for me I cant just get rid of the shipping address from the Invoice - can anyone help with this
Thanks for reaching out, Jumo. Chat with their support team, but I guess that this is a default setting you cannot take out. Worth a try though. Fingers crossed.
🤔 QUESTION FOR YOU: What do you like most about the process I showed you in this video? Leave a comment below. I'd love to know.👇
you're definitely one of the most didactic and straight forward RUclipsrs I've seen so far! No fillers and just straight to point quality content :D
Thank you, Jorge.
I liked how you made the example invoice and showed us what to look for to make sure it was right, then walked us through the rest if the process. The round video face (that little circle), the red circle to make sure we saw the icon and the grey dot smudgey thing to see where you were on the page were so helpful! All in all, SOLID work! New subby-- I loved how direct, to the point and bubbly you were. FABULOUS!!!! 10 out of 10
Thank you so much! Glad to hear that you enjoyed every aspect of it. Your comment made my day. :)
@@souldrivensolopreneur So glad to hear it ☺️ Your content is incredibly thorough & your knowledge, personality & style are bomb. Glad I stumbled upon your page! 👍🏽
Happy to have you as a subscriber! Do you have an existing business or just starting out?
I needed this. Just started using Stripe and there's a bit of a learning curve.
Totally agree. Especially as you want to get everything right first time around. Thanks for watching. Let me know if you have any questions. Happy to help.
thanks for the look into your settings
Any time! Glad you enjoyed it. Have you used Stripe before?
Thank you, thank you , thank you - you are a life saver! **
Always happy to help.
Love the new style and thanks for showing your settings.
You’re most welcome. Glad you like it. Thanks for watching and commenting.
Great video!! thanks for sharing those very useful tips on stripe!
Happy to help! Feel free to share it with your clients, if it's useful to them.
Awesome video! Very helpful and straight forward. Now I can send a professional looking invoice to my clients! Thanks Sabine!
Woo-hoo! Very happy that this video helped you do that, Ethan. Keep rocking.
Thank you for sharing, Sabine! I am pretty new to Stripe so this is helpful!
You're very welcome! Hope you can use it in your business.
You got a new sub here. Thanks very much. ♥
Welcome to the tribe, Naga! Glad you‘re here.
Nice tips for stripe!
Glad you liked them. Thanks for your support.
This was an awesome video! I learned a lot in this video about Stripe, I have always been interested in this service but I hadn't found a good video on this. Thank you! Thank you for showing us the settings!
Glad it was helpful. Thanks for watching and commenting.
Great video Sabine, never even knew you could do that! Certainly something to consider with their lower fees
Yes, it's a great feature and super useful for 1:1 clients or smaller group programs. Thanks for watching and commenting.
Never heard of Stripe. I will definitely check them out. Great video, thank you for sharing!
Thanks for watching! And you definitely should check out Stripe. :)
Im pretty new to stripe, this was very useful thanks! New sub :)
Glad it was helpful. Give Stripe a go, it's really great.
@@souldrivensolopreneur yes absolutely!
Thank You Sabine Sister I Am Gokul From India...I needed this.. And You know I shared your RUclips channel link to subscribe to my brother
And I hope You and our family members are safe.....
Thank you so much for your feedback and support, Gokul. Much appreciated. Stay safe!
OMG, that is was I was looking for! thank you for the video!
Glad I could help! Thanks for watching.
Thans for sharing this, will definitely give it a try.
Please do! Appreciate you watching and commenting.
Thank you for sharing this, Sabine. I didn't know Stripe does this as well. I use the invoices that are created automated by Kartra.
If you have a shopping cart integrated, like Kartra does, there's no need for this apart from maybe using it for 1:1 coaching agreements or other special circumstances.
@@souldrivensolopreneur Thank you for your insight lovely! I use Kartra also for 1:1 clients. What they do is they go through Kartra checkout page and when they do that they also click to sign the agreement, then Kartra creates the invoice and keeps track automatically.
Perfect.
Terrific Vids! All of them!
Subscribed! Thank you.
Thanks for the feedback, and welcome to my tribe!
@@souldrivensolopreneur Thank you, your interaction and engagement is brilliant. I love what I'm seeing. I'll continue to engage as well.
Appreciate it.
One cool feature I just discovered about stripe is that I can select the currency of a customer so I can charge them in USD vs CAD and then I get the amount in CAD in my bank account
Yes, that's a great one. Glad you took something valuable away from this video.
Love this video, I have used freshbooks before. Very nice to know this.
Glad you enjoyed it. Freshbooks is more for invoicing and basic bookkeeping vs. Stripe is more for invoicing and receiving payments.
Thank you for a great guidance, do you have a video showing how to add a coupon?
So practical . Thank you ! Only 3 days for payment ? You re tough :) . Do you know if I can select a language? I have to send my invoice in French
You're most welcome. Three days are my default settings, however, if the client has issues with that we'll talk about it during the "discovery call" and I'm happy to accommodate their schedule. And yes, you can set your language - it's under Settings > Business Settings > Your Business > Emails. Hope that helps. Let me know if you have any other questions.
@@souldrivensolopreneur Perfect. Thank you !
Great and to the point video! How do you set an additional amount for payments using credit card vs ACH with no add. charge? For example, a $100 invoice paid with ACH is $100, while if customer chooses to pay with credit card, it is $104...?
Great question. I'd set it up with two different links (creating two different products in the back-end). Does that make sense?
Thanks for this. Very helpful. I have a quick question: why does the email show 'Education' and not my own email address when the invoice is received?
Thanks for your feedback, Steve. It's most likely something in the settings or maybe the way you set up your product/service. I'd start with going through the settings to see where it could come from. Fingers crossed.
Thanks for this. Very informative. I would like to have my clients pay by ACH (not credit card) but stripe just sends their bank info at the bottom of the invoice - not a link where they can pay that way, and not even my bank account info. Is there a way to make ACH payment as simple for the client as they make credit card payments?
Great question, John. I haven't used ACH myself, but displaying their bank details instead of yours indeed doesn't make any sense - apart from that they have an account pool where they'd collect the money to then transfer it to you. Maybe have a chat with their support team. I'm sure they'll sort this for you in a jiffy.
Please make a video how to connect using API for woocommerce store
Thanks for the suggestion, Michael. I have to admit though that I'm not using WooCommerce myself so I might not be a good fit to talk about this. Have you tried other channels?
how do i save a clients credit card on file and charge it manually without having to send an invoice every time? thank you..great video
Get in touch with Stripe support via chat. They might be able to activate this feature if you're an established account with the proper security features installed (or they'll tell you what you need in order to do that in the future).
Hello, how can I be link with you directly. Your program is awesome and I'll like to learn more from you 🙏
Hello
Thank you so much for your feedback, Maria. The easiest way is to subscribe to my channel here on RUclips to be in the known when I release a new video. If you want to go deeper, you can explore different ways to work with me on my website. Would love to connect with you.
Hello, .. I have seen your video, I find it interesting,... I have a verified STRIPE account , I tried to send an invoice charging 2 dollars to another email of my property to see how it works, .. I received the invoice, But when I enter the card details and send it, I get an error message "processing error" ... I tried to pay with different cards both mine and my son's and the message is the same ...
with the test work well, but in real time with a real invoice appear the error message,...what do you think I should do? ...
I used visa, master and American..
There could be different reasons why this didn't work. 1) Your bank issuing the credit card might have blocked the payment for security reasons, or 2) Stripe isn't set up properly. I'd first reach out to Stripe support (their chat is amazing) and clarify with them what's going on. Once you know more, you could always reach out to your bank to clear the payment.
Hi, your explanation is very nice. I have a req I have form assembly and it is connected with salesforce and stripe.
Here I want to add two salesforce fields in the receipt of the stripe. Can you help me?
Great question, Nazia. I don't use Salesforce so I cannot really help here. Have you tried their chat support (on either side)?
@@souldrivensolopreneur No I dint
What about Diners card? Does Stripe support them?
Yes, Discover and Diners is part of their supported card brands , however only if your Stripe account is in the USA or Canada. (So if you're based in Croatia, this means no IMHO.)
How do you add shipping rate to the invoice
Great question. Just add another "product" under your main one and rename it as shipping costs. Let me know if it works.
thank you for sharing this! very helpful. May I ask on how not to include the phone number in the receipt?
Go to Settings > Account Details. In the middle part there should be a field where you need to type in your phone number. It'll be automatically taken from here and included in the invoice, receipt etc. Hope that helps.
how is the money from my client is transfered to my account when a payment is paid?
Stripe will take care of that automatically. The payment will be deposited into the account you set up under your Settings. Depending on the history of your account the pay-out timeframe differs (e.g. deposited 7 days after payment versus 3 days etc.).
Hi! Thank you for this! Quick question about the currency. If my account is in USD $ and my client in Euros, do I need to set up her account in Euros and the Stripe will do the conversion in USD $?
Great question, Maria. If your account is in USD, Stripe will automatically do the currency conversion for you when they send you the balance. Just make sure that her "customer account" when you first set it up in the system and the invoice is stated in EUR. Let me know if you have any other questions.
how about just skip shipping details - that seems to be an issue for me I cant just get rid of the shipping address from the Invoice - can anyone help with this
Thanks for reaching out, Jumo. Chat with their support team, but I guess that this is a default setting you cannot take out. Worth a try though. Fingers crossed.
@@souldrivensolopreneur Thanks for your response - I will see if they will look into this