If your business only takes checks you may get inquiries for other types of payments. With very little set up your Filemaker solution can offer multiple payment methods. This solution includes a payment portal.
A payment portal is a third-party that collects the funds from your customer on your behalf. Then they put the money in your bank account. The payment portal offers multiple ways of paying like credit, card bank transfer, etc. We use a payment portal called Stripe.
Let’s walk through the steps in filemaker
- Find the invoice you want to offer other payment methods.
- Click the ‘Stripe’ button. This sends the invoice to ‘Stripe’
In the above step the invoice is sent to stripe along with the email address of the contact person on the invoice.
The client will receive an email which will say they have an invoice to pay from your company. - Click the stripe follow up button to see if the invoice has been paid.
- Enter the payment if paid
Set up required for the stripe payment portal
PCM installs the straight buttons and code. Set up a stripe account. Stripe needs your bank account to transfer the money they collect.