Connecting a Stripe account will allow you to configure products in funnels, send a ‘text 2 pay’ link in an SMS message, and more, to charge for products and services.
This is a great feature of Progreda that helps you manage your business. Check out the steps below to learn how to create and integrate your Stripe account.
How To Start:
Step 1: Create a Stripe Account.
You will need to have a Stripe account for this to work, so either create a new account or log in to your existing account if you already have one.
Step 2: Connecting your Stripe Account.
Navigate to Payments > Integrations:
Go to the Payments section.
Select Integrations.
Click on the ‘Connect’ button next to the Stripe to connect to your Stripe account.
Follow the steps to sign in to your Stripe account and complete the integration with Progreda.
Once your Stripe account is connected, you can click “Disconnect” to remove or change it.
Another option is to navigate to Settings > Integrations.
Under the Stripe integration, click on the “here” hyperlink to go to Stripe.
This will direct you to the Payments tab, where you can follow the steps above.
Manage payment methods displayed with Stripe integration
Progreda Platform displays payment methods dynamically if business users have Stripe connected as their default payment provider for processing payments across the system.
The following payment methods are supported as of today:
Cards
Apple Pay
Google Pay
ACH Direct Debit
Affirm (requires shipping address)
Klarna (requires shipping address)
AfterPay (requires shipping address)
Bancontact
Ideal
Sepa Direct Debit
BACS Direct Debit - UK
BECS Direct Debit - Australia
FPX - Malaysia
Cash App - US
GrabPay - Malaysia
Zip - Australia
We use different configurations with Stripe to display payment methods across different channels. And since there are more payment methods to be added here continuously, this article outlines the steps to turn on/off specific payment methods as per use cases.
Managing Stripe Payment Methods within Progreda
Businesses can set up Stripe payment methods directly within Progreda, eliminating the need to configure them on Stripe’s dashboard. These payment methods can be enabled or disabled for various product areas, separately in both Live and Test modes. For existing customers, the default payment methods for product areas or checkouts will remain as they were configured in Stripe.
Important: Going forward, editing these payment methods on Stripe will no longer be possible.
Product Areas/Checkouts Covered:
Invoices
Invoices with AutoPayments
Payment Links
Funnels - One-Step Order Form
Funnels - Two-Step Order Form
Forms
Ecommerce Stores
Calendars
Courses
Communities
Subscriptions
Payment Methods for Particular Countries
BACS Direct Debit - UK: Allows UK customers to make payments directly from their bank accounts.
BECS Direct Debit - Australia: Enables customers to authorize payments directly from Australian bank accounts.
FPX - Malaysia: Offers Malaysian customers the ability to pay online using their bank credentials.
Cash App - US: A popular digital wallet in the US for banking and transferring money.
GrabPay - Malaysia: A widely used digital wallet in Malaysia for convenient online payments.
Zip - Australia: Let's customers split their purchases into multiple payments and manage them through Zip's site.
Payment Method Configurations in Progreda
You can manage payment methods for four different types of channels:
Invoice
Usage: One-time or recurring invoices with auto-payments turned off.
Enabled Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit, Affirm, Klarna, AfterPay.
Invoice with Autopayment
Usage: Recurring invoices with auto-payments enabled.
Enabled Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit.
Store
Usage: Payment methods for online stores on websites.
Enabled Methods: Cards, Apple Pay, Google Pay, Affirm, Klarna, AfterPay.
Default
Usage: Used for various forms, payment links, memberships, and communities.
Enabled Methods: Cards, Apple Pay, Google Pay.
Additional Notes
Supported Provider: This feature is available exclusively for businesses using Stripe.
Geographic Payment Flexibility: These methods increase conversion rates by providing options tailored to different regions:
iDEAL: Popular in the Netherlands
Bancontact: Common in Belgium
SEPA Direct Debit: Widely used in the European Union
Transaction Tracking: All order and transaction details will be recorded under the Payments menu, similar to credit card transactions. This includes existing triggers for Order Submitted and Payment Received.
Gradual Rollout: Changes will propagate over a few days, so availability may vary across accounts.
FAQs
Q: How do I connect my Stripe account to Progreda?
A: To connect your Stripe account, go to Payments > Integrations. Click the ‘Connect’ button next to Stripe and follow the steps to sign in and complete the integration.
Q: What payment methods are supported through the Stripe integration?
A: The supported payment methods include Cards, Apple Pay, Google Pay, ACH Direct Debit, Affirm, Klarna, AfterPay, and various region-specific methods such as Bancontact, iDEAL, SEPA Direct Debit, and more.
Q: Can I manage Stripe payment methods directly within Progreda?
A: Yes, you can configure payment methods directly within Progreda. These methods can be enabled or disabled for various product areas in both Live and Test modes.
Q: What happens if I need to remove my Stripe account?
A: You can disconnect your Stripe account anytime by clicking on the ‘Disconnect’ option after connecting it. Alternatively, navigate to Settings > Integrations and click the “here” hyperlink under the Stripe integration.
Q: How are payment methods displayed for different regions?
A: Payment methods are tailored to different regions for better conversion rates, such as iDEAL for the Netherlands, Bancontact for Belgium, and SEPA Direct Debit for the European Union.
Q: Will I be able to edit payment methods on Stripe in the future?
A: No, editing payment methods directly on Stripe will no longer be possible. All management will be done within Progreda.