Take a deposit with Stripe

Before you start

Connect Stripe first. Go to Settings, then Integrations, and select Connect next to Stripe. Only team owners and admins can connect it. The money settles in your own Stripe account. Your Stripe payout currency must match your team's currency.

Steps

1. Open the order

   Open a draft order with at least one item.

2. Request payment

   Select Request payment. The order moves to Pending payment and the Request payment via Stripe window opens.

3. Choose a deposit

   Select Deposit and type the Deposit amount. It must be more than zero and no more than what's outstanding.

4. Send the link

   Leave Email the link ticked to send it to the customer's email on file, or tick Copy the link to my clipboard. Select Create payment link.

5. Share it another way

   While the link is active it shows on the order. Select Copy link to send it by text or message, or Resend email.

What happens when they pay

Stripe records the payment on the order, with its Stripe fee. A deposit leaves the order at Pending payment with the rest outstanding. Request payment again for the balance. When the full amount is paid, the order moves to Paid.

If something goes wrong

• If Request payment isn't offered, the order says why: Stripe isn't connected, onboarding isn't finished or the currencies don't match.
• Paid in cash or by bank transfer? Select Record payment.