How To Connect Stripe
Connect Stripe so clients can pay your invoices, payment links, funnels and Text-to-Pay requests.
TamikaMarie Smith
Last Update 4 days ago
Connect Stripe
Click Payments in the left menu and open the Payment Processors tab. Click Connect next to Stripe, log in to your Stripe account (or create one), and authorize TRM. Stripe then moves to the Connected section. PayPal, Authorize.net, NMI and Manual Payment Methods for offline options are on the same page if you want more ways to get paid. You can also reach this page from Settings > Integrations > Payments and Checkout.
Choose the payment methods you accept
Click Configure providers to pick which methods (cards, Apple Pay and Google Pay, bank debits) show up on your invoices, payment links, funnels, forms and memberships. You manage this inside TRM, so there's no need to change settings in your Stripe dashboard.
Test it
Create a small payment link under Payments > Payment Links, pay it yourself, then refund it from Stripe. If the payment shows under Payments > Transactions, you're ready to send invoices and Text-to-Pay requests.
Stuck on a step? Open a ticket at support.trmcrm.com or join live training Wednesdays 11am to 1pm Central.