How to Integrate with Stripe Payment Method

Modified on Mon, 15 Jul at 2:13 PM


Getting Started


To begin the integration process, you'll first need to create a Stripe account if you haven't already done so. Head over to the Stripe website and follow the simple steps to set up your account.


Once your Stripe account is up and running, it's time to sync it with your Oasis Platform. Here's how:

1. Log in to your Oasis account and navigate to the Company Profile tab.

    2. In the top right click the Payments tab.

    3. Click on the "Connect with Stripe" button. This will initiate the integration

         process.

    4. You'll be prompted to log in to your Stripe account. Enter your credentials to

         proceed.

    5. After logging in, authorize the connection between your Oasis Platform and

         Stripe account.




To use Stripe as a Payment Method, you will need to select Credit Card as the Clients Payment Method. The Client Payments can be added or edited in a Lead Booking and under the Financials tab. 


Click Here to Learn More about Client Payments




When the Client clicks on the Pay button on their Invoice, the will be taken to the Credit Card collection window.




Payments made this way will be automatically deposited into your Stripe account. Stripe's transparent fee structure ensures that you're always aware of the charges associated with each transaction. Their robust security measures protect your financial data and provide peace of mind for both you and your clients.

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