Stripe is a payment service provider that accepts credit cards, digital wallets, and many other payment methods.

Business owners can use to accept dozens of payment methods, from credit cards to buy now, pay later services. It charges a fee on each transaction.

Make these settings on Stripe to Turn on option for PCI compliant third party vendor:

Developers Integration to allow the PCI compliance with CRM Connect

 Steps to integrate Stripe Payment Gateway

Get the Stripe API key

1. Login to your Stripe Account [https://stripe.com/](https://stripe.com/)

2. On Stripe Dashboard Click On API Keys

3. Select the Publishable Key and Copy It

Integrate Stripe with System

Please, navigate to the ‘Settings’ menu on the left menu and on the ‘Integration’ tab

Under the ‘Billing’ tab, you will get the Stripe integration

Enable the integration and add the API key

And finally save the integration.

 Steps to add/update the credit card info

Please, navigate to the ‘My Account under your account icon

Then, navigate the ‘Billing’ tab on the top bar

Once the page is opened, at the bottom of the page, you will have the option to add a new credit card or edit existing card info

Go to PayPal Developers Website home page.

Then Login to the dashboard.

You can log in with your mobile number using OTP and set up your profile by adding basic details

Go to “**[Your Name]”**, then go to “**Dashboard**” in the top right corner. You will get an option to “**Create App** “. Create your new app.

Fill in the details for the new app and create a new app. A new screen will open.

On the next page, you will be able to see your PayPal Client Id and secret.

PayPal API host : https://api-m.paypal.com

First, you have to click on the Payment tab from the left side, Click on the Coupons from your top address bar and then click on create the coupons.

2. In Rules, Set your coupon name.

Add code type for your customer.

Add coupon code.

Select the currency type in which wanna discount your customer.

Select the type of discount.

Set the amount of discount rate.

Next is, Set a time limit for coupons.

Set reusable limitations for customers.

Set order criteria for your customers.

Set the value of reusable coupons for customers to another product or not.

And last, Set descriptions from your customers.

4. Save your setting your process is complete. 

First, you have to click on the Payment tab from the left side, Click on the Invoices from your top address bar and then click on Add invoice.

2. Click on to Add product button and select your existing invoice here.

3. When a new window appears, First you need to select particular contact which belongs to this invoice, then click on an add product button and select your specific invoice. You can also have an option while creating to delete or edit something in the Invoice and also at the end of the screen you will see the grand total of the invoice. When you edit these all steps and then click to save button your process is complete. 

4. Here is your Invoice, You have the option to download it or send it as an email to your contact.

Create an Invoice

Go to Payments, Select the Invoices and Add a new Invoice 

Select the Product for the Invoice

You can add the Product, Contact, Status and Currency to the Invoice

Add the Sales Tax to the Invoice

You can add the Sales Tax, Send the Invoice to the Customer and Download the Invoice