The biggest hurdle of any small business is getting paid. Better Proposals makes that seamless for both you and your client with our integration with Stripe.
Connecting your Account
1. To access Integration settings, just click Settings > Integrations in the sidebar menu.
2. Once you're there, you'll see various software categories and be able to locate Stripe under Payment integrations.
3. Click the pink 'Connect Stripe' button and follow the instructions to log in to your account
4. Once you're logged in (or if you're already logged in), you'll be sent back to a page which confirms that you've connected your account
Taking a payment
Note: A minimum of £1/$1 is required for the integration to process the payment successfully.
When you’re creating your document, simply choose the type of payment you want to take and it will automatically prompt your client to make the payment with their card the second they’ve signed. You can choose from:
Fixed amount (This will charge the exact amount you insert, not including any taxes)
% of the one-off total (This will charge the % of the one-off total in your pricing table.
One-off total plus the first month (This will combine both the one-off total and monthly total in your pricing table and charge the total)
First month only (This will charge the total 'Monthly' amount in your pricing table.
This is how you get your clients to pay quickly
You can control the messaging on your payment step inside your onboarding. Just go to Settings > Admin > Onboarding, then click 'Edit' on the onboarding flow you want to change, then locate your Payment step (Or add one if there isn't one there already) and then you can make any changes here.
You’ve been paid!
Once they pay they’ll see this page and you’ll get an email telling you they’ve paid.
Starting a Subscription
Once your client has paid, you can start a subscription for any ongoing fees you have agreed. Simply click on the approved document and on the right hand side click 'Start Subscription'.
You can put your client on any existing Stripe plan, choose when it starts and include necessary taxes. Confirm you're happy with the details and it's as simple as that.
It takes a matter of seconds to integrate your Stripe account and it’ll systemise your sales process entirely.