Stripe Payment Gateway Integration

Please check whether this integrations available for your plan.

You can connect your stripe account and start accepting payment from your clients as they sign your proposals.

Let's look at how to connect your Stripe account with your Fresh Proposals.

Click on the button to authenticate and connect your Stripe account.

Once your Stripe account is authenticated and connected with your Fresh Proposals account; it will look like this

For a connected Stripe account, you can also set default percentage of proposal amount you'd like to connect for new proposals.

Set Advance Payment Amount for New Proposal

You will see Stripe Payment option in your Proposal creation wizard as shown below.

You can set % of the proposal value you can request your client to pay while signing the proposal.

Collect % of Non-recurring value

The default options is, you can accept % of non-recurring Fee in a proposal (versus total proposal value) using Stripe payment integration. Previously proposer could set percentage of the proposal value to collect as advance, while it still works for a set of users, to enable the businesses who wanted to charge just a percentage of set up fee and charge monthly recurring payment separately, neither they wanted to charge client % of entire proposal value as advance payment, we have introduced new options for Stripe connected accounts to collect percentage of non-recurring fee as advance payment.

Non-recurring fees are of type Fixed fee, unit-quantity fee. And Recurring fee type are Weekly, Monthly, Quarterly and Yearly.

Hourly fee can not be billed literally on hourly basis using Stripe (i.e. Stripe does not support Hourly billing as yet) hence hourly fee is considered as good as unit-quantity and clubbed as non-recurring fee.

In this example, you will see client will be billed % of non-recurring fee as advance fee and s/he will not be billed for the recurring fee to collect advance payment.

You will see the default Stripe payment option in the proposal creation wizard as shown below.

When you click on the dropdown that shows Proposal Price/ Value, you will see following options

To charge only % of Non-recurring (such as Fixed fee, unit-quantity fee items, hourly fee items), you can select eh Fixed fee option as shown below.

If you want to charge your client % of non-recurring fee as well as First monthly fee as advance, you should select the third option as shown below.

Stripe Advance Payment Option in the Proposal Summary

If you are unable to set this option while creating proposal. No problem, you can set it up or change it in the proposal Summary page as shown below.

You can see other options in the dropdown list.

When you select the third option to charge % of non-recurring fee along with first recurring fee, it will look like this.

When you set up a proposal or engagement letter or contract or quote to collect percentage of non-recurring fee only, the client will see following payment option while making payment.

If you have configured Stripe Advance payment option as % of non-recurring fee and First Recurring option as Monthly, your client will see following payment popup

If you have selected Monthly as well as Quarterly fee option in the Stripe Advance set up, your client will see the following popup while making Advance payment.

If you have include yearly fee in the Stripe payment option as mentioned above, you will see yearly fee included in these calculations as well.

Setting up Recurring Payment

Before you kick-start the engagement work (or actual work you proposed & agreed to perform), you may want to collect percentage of fixed fee first; and collect monthly/ quarterly/ yearly recurring payment every month/ quarter/ year afterwards.

Or

You may want to % of collect non-recurring fee as well as First Week’s, First Month’s or First Year’s fees at the start of the engagement; and want to set up/ collect monthly/ quarterly/ yearly recurring payment in the subsequent month/ quarter/ year afterwards.

Fresh Proposals Stripe integration allow you to set up recurring fee schedule. You will be able to automatically charge your client based on the recurring fees selected in your proposal/ quote/ engagement letter. And you do not need to go back to your client to request monthly, quarterly or yearly payment and re-enter payment details.

Client can view that s/he will be billed for recurring fee, see the tentative schedule of charges and agrees to pay (by signing the document)
Once Advance payment is successful, you can set up recurring payment schedule in Proposal Summary page

Once client makes payment successfully, there are a few things, we are going to perform in the background
1. As a proposer, you set up the recurring payment schedule for the client, those recurring fees will be automatically saved to
– Fee library in your Fresh Proposals account so that it can be reused in next proposal/ template, etc
– Your Stripe account as recurring product (and can be reused for next proposal)
2. A recurring subscription with a schedule will be created in your Stripe account for a given client & a given proposal
3. Fresh Proposals will send email to your client notifying schedule of recurring fee s/he will be billed going forward
4. Client will be sent email directly from Stripe whenever s/he is billed
5. Once recurring fee schedule is complete, the recurring subscription in your Stripe account will stop
6. In case, subscription billing fails, system will automatically perform retries to reduce churn

Client can review the tentative schedule of recurring fees and proceed to pay.

To know how to set up recurring payment, check this guide.

Payment First Option

You have an option to make client pay proposal advance first, before signing the proposal. This option is available in the document editor as shown below

As well as in the document summary as shown below

If you enable the Payment First option, the document timeline also changes accordingly: 

Let's see how it will look for your client when they accept the proposal.

In case client accidentally dismisses or closes the payment window/ popup by mistake, s/he can still attempt to make the payment.

Once the payment is successful, you will receive the amount in your Stripe account and also see transaction details.