Stripe Setup

To set up a Stripe connection to Younium, go to Settings, Integrations, and then Stripe

Then press GET STARTED

StripeSetup.png

A sidebar will pop up to the right, there, press Connect with Stripe

StripeSetupConnect.png

Then, choose to create a new Stripe account or Sign In to your existing Stripe account

StripeGetStarted.png

Next, add the Stripe payment method for the Stripe payments

StripeChangePayment.png

Requirements

(Press links for external guides)

Invoice Email

You need to set up an invoice email in Younium to be able to use Stripe. To do this, go to Settings, General, E-Mail, and enter your email credentials.

Document Template

Attached at the bottom of the article is a document template for the Stripe payment details requests made to clients. Add a new document template, attach the file, and select Stripe payment details request as Template Type.

Payment Method

You need to set up a payment method in Younium to be able to handle payments in the system. Make sure your payment method has a bank fee account, if you do not have a bank fee account, you have to add it to your chart of accounts.

By fulfilling these requirements, your Younium environment is set to support Stripe payments.

Continue:

Set up Stripe Order and Process Payment

Set up Stripe Payment Through Link on Invoice or in Email

Schedule Automatic Stripe Payment Processing Job