Stripe Integration
Card payments through your own Stripe account, with card data held by Stripe, a PCI-DSS Level 1 service provider.
Card Payments for Recurring Invoices
With your Stripe account connected, card payments run alongside Direct Debit for customers who prefer to pay by card:
- ✓Credit and debit card payments
- ✓Stored cards for continuous collection, where the customer authorises it
- ✓Card data held by Stripe rather than SAFE
- ✓Card payment links for individual invoices
- ✓Payments recorded against each invoice
Customer Payment Experience
Card Set-Up in the Portal
Customers add or update a card in your branded portal without contacting you.
Secure Processing
Card details are entered into Stripe's own fields, so they never reach your servers or ours.
Stored Payment Methods
A stored card is used for later invoices, so customers do not re-enter details each month.
How the Integration Works
- 01
Connect Your Account
An administrator authorises your own Stripe account through Connect with Stripe. Collections are activated once the platform setup has been confirmed.
- 02
Card Authorisation
Customers enter their card once through your branded portal. Stripe tokenises the details, so SAFE never holds the card number.
- 03
Automatic Charging
SAFE creates and submits each card payment on the invoice's collection timetable, or you collect through a payment run.
- 04
Reconciliation
Each payment is recorded against its invoice in SAFE, and declined payments are flagged on the account.
Key Integration Features
Reduced PCI Scope
Card data is handled by Stripe, a PCI-DSS Level 1 service provider, and raw card numbers never reach your systems. That reduces your own PCI scope, though you still need to meet the requirements that apply to you.
Scheduled Collection
Stored cards are charged on each invoice's collection timetable, without action from the customer each month.
Retry Collections
Retry failed card payments manually or automatically, configured in SAFE CRM Credit Control (early access). Providers may charge for retries, so the choice is yours.
Stripe Direct Debit
Where your Stripe account supports it, Direct Debit can also be collected through Stripe, on the collection date held against each payment.
Before You Start
Your Own Stripe Account
You hold the Stripe account and pay Stripe's fees directly. Stripe's own fraud and dispute tools apply within that account.
Package
Card collection through Stripe is included from the Standard package upwards.
Review Card Collection With Stripe
We can show how card payments are taken, recorded against invoices and handled when a payment fails.