Once you have your Stripe account set up it’s good practice to review your Online Payment Settings to ensure everything is configured correctly in the software itself.

Configuration

First we’ll want to Allow Stripe to show as an available payment option. For newer customers, this has been completed automatically.

Step 1: Select File, Company Information and Settings, A/R & Showroom Tab and select the green plus icon to "Add a record"

• Type: this is the code or name used to identify the Payment Type, we recommend using "STRIPE"
• Checking Account: select the proper General Ledger Checking or Banking Account that will be receiving the Stripe payments
• Data Collection: Stripe / TSYS (Cayan)
• Select OK on both windows to save these settings

Step 2: Setting the Payment Processing Fees Account

Design Manager will attempt to create a new expense account for the Payment Processing Fees. This account will be added to the general ledger as 63300. The account will also be selected as the account for the Payment Processing Fees field under the Payable Accounts in the Company Information - Other Accounts tab. This account will only be used if you do not pass the processing fees on to your clients. Note: If this account number is already in use in your general ledger, you will need to manually create (or select) an expense account to record these Processing Fees to. Once you have the proper expense account, you will need to add this account to the Other Accounts tab in the Payment Processing Fees field.

Step 3: Select File, Online Payment Settings

• Payment Type that online payments are posted to: use the drop-down to select "STRIPE"
• Make sure both Allow payments on Proposals and Allow Payments on Invoices are tagged if desired. This option will set the default for whether or not the user may make Payments on theses documents
• Status Emails: Design Manager will notify you via email when a client payment is made online. Enter the email address(s) you wish to have receive this notice. For multiple email addresses enter a semicolon ; after each address; do NOT include a space after the semicolon. 
• Payments Allowed: You can select to allow ACH, Credit Card or both payment methods for your clients to use to remit Payment. Select the appropriate Charge Fees to to the Client option to charge any online payment processing fees back to the client. The fee will be added to the total amount due for the client to pay. Design Manager will generate a new client invoice for this fee amount and show it as paid. 
• Tax Settings: If you are charging the payment fees to your clients, you can designate whether or not that service is Taxable and, if so, which Component Type (Merchandise, Design Fee, etc.) should be used when doing so for the proper rate. It is recommended that you consult with your sales tax professional to determine these options. The Sales Category for Fees is required when charging the fees back to the client and defines which Sales Category will be applied to the Item for invoicing the payment fee and determines the associated Revenue and Cost of Goods Sold Accounts to record the transaction. For newer customers, this step has been completed automatically. For other users, you may wish to create a new Sales Category such as FEES - Payment Convenience Fees.