Stripe Dashboard App & Virtual Terminal Manually Charge a Payment, Card On File, Invoice w Stripe
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- čas přidán 25. 06. 2024
- #StripeDashboardApp #StripePayments #StripePhonePayments
How to charge a payment from with Stripe in the Dashboard app. This is also known as a “virtual terminal” and in this video I’ll show you how to charge a payment with Stripe using the Dashboard App.
►►Stripe Support Tab (referenced in the video):◄◄
“Creating charges through the Dashboard is a restricted feature.”:
support.stripe.com/questions/...
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Stripe allows you to accept credit card payments over the phone in the mail order and telephone order environment, but there’s a catch. You have to enable the feature because as I’m going to show you in this video Stripe says that “Creating charges through the Dashboard is a restricted feature.”
So I’m gonna show you the Stripe virtual terminal and how to run a transaction and basic functionality, and then I’ll point you to that fine print and let you know what Stripe itself says about the proper way to use it.
So, Stay tuned and we’ll get into all that.
So a virtual terminal is simply a web based portal that you can use to process credit cards.
Once you’re logged into stripe, you’ll find the CREATE button right in the main menu at the top and if you click on it you’ll see that there’s 4 options and we’re gonna cover the virtual terminal (or “Payment”) option today, so that’s what we’ll choose.
In order to select the PAYMENT option, you can click on it with your mouse OR you can use the hotkeys that are available.
To get to the Payments screen by using hotkeys so you can run a single payment you’ll just click “C” “P” in that order on your keyboard and the payments tab (a.k.a. The Virtual Terminal) will launch.
In order for the hot keys to work as shown, you just need to make sure that Stripe is open, and make sure the home or payments screens are the ACTIVE tab on your web browser for the hot keys will work.
You can choose one-time or recurring payments and right now we’re gonna go through the one-time option… If you click the Recurring button, it will take you to the Subscriptions tab and that will be covered in another video so check the links in the description.
Enter the amount you want to charge, and then click in the customer box to find your customer to bill.
If it’s a brand new customer you’ve never done business with you can just click the ADD NEW option right at the top and enter the customer right here in the virtual terminal screen
If you have customers entered already, you’ll be able to search for their name and results will auto suggest for you to choose from. If you select a customer you’ve previously charged, you’ll notice that the customers card auto populates at the bottom giving you the option to charge that card on file…
But before we get to the Payment Method section,
Enter a description which is an optional field that simply indicates what the charge is for.
The statement descriptor on the next line and as the help icon indicates this is the business name your customers will see on their card statements and other transactions.
Finally the payment method.
There’s 3 options.
1- is to manually enter the credit card information.
You’ll choose this option obviously if you’re charging a new customer, or if you want to ADD a card to an existing customer.
You can enter the card number, the month and year expiration date and the CVC code on the back of the card.
You have the option to “Save Card to Customer” by checking this box, so that if you want to charge future purchases for that customer you can.
If you click the MORE OPTIONS drop down, you have an option to Capture Funds later.
What kind of business are you in? How are you currently using Stripe for your business?
Can I connect two payments gateway where you make payment from one to the other automatically
Manually charge failed .it says 3D authentication is required . Do you know what will be the reason
Thank you for this information
Whew! Fantastic!!!
Like the majority of the folks have said I myself also have been with Stripe for 5-6yrs and had NO CLUE that this existed. On that note I probably don't utilize have of what's offered from Stripe because 1. I either am not aware that it's there just like this V_Term. Great informative vids man thank you..just have a question about something you had mentioned(lemme find the exact timestamp for ya and I'll send another msg)
Been using Stripe for years and never knew this.
Awesome! Thanks for watching !
Thank you!
Excellent information
Thank you and thanks for watching!
Do you have any videos on how to get a stripe account
Don't see the fourth option for payments, it's greyed out.. any way around this? Stripe just doesn't seem to want to allow adding a payment method yourself..
Hi, do you have an option to get partial payments on an invoice that was sent to a client? for example a client needs to pay in 3 batches the invoice that was sent to them. Thanks
Hey have you received any response yet on your question cuz I have the same also..
How can my customer pay without the cvv 3 digit? Do they just type they card and expiration date
Yes. The 3-digit code is not always needed to process a transaction. It's advised to have it but not required.
@@Bancardsales do you have email are contact info to get in touch ?
I have no Payment option
@bancardsales brother i didtit but stripe says your funds uncaptured but charges debited from customer card
🤷 pr໐๓໐Ş๓
My stripe doesnot charge a card and they said your card has been declined what is this issue??