Checkout Flows & Payment Options

Quickly enable payment options for customers to use at checkout

Overview

Now that you have connected your Stripe business account to Salesbricks, you are able to accept credit card and ACH debit payments.

There are two checkout flows that can be configured within Salesbricks:

1. Order form/invoice checkout (signed agreement + invoices generated and sent by Salesbricks)
2. Electronic payment checkout (credit card/ACH payments powered by Stripe)

Checkout flows

1. Order form/invoice checkout

With the Order form/invoice Checkout flow, a customer can:

• Preview the order form
• Input buyer details
• Add an accounts payable contact(s) to receive invoice emails
• Send the order URL to authorized individuals with purchasing power

The customer will be required to sign an agreement as the final step of the checkout process.

Once the customer signs the agreement, the designated countersigner (selling party) must also sign to fully execute the deal.

After countersigning, the customer will receive an order confirmation email along with an invoice. The Pay invoice button within the invoice will direct them to a paywall powered by Salesbricks where they can pay the invoice with a credit card or ACH.

2. Electronic payment checkout

Enabling the Electronic payment checkout method allows a customer to input their credit card or banking information at checkout to place an order.

With the Electronic checkout flow, a customer will be charged immediately and will not be required to sign an agreement.

The customer will be required to check a box which indicates that they agree to your company's terms and conditions.

Configuring checkout options

1. Within Salesbricks, navigate to Settings > Finance, and click the Edit finance icon.

2. Under Checkout options, you can select from the following checkout methods you wish to support for your customers:

• Order form e-signature (signed agreement)
• Credit card (instant checkout electronically)
• ACH debit (checkout via bank details; processing may take several business days)

3. Click Update to save the settings.

Troubleshooting

This section contains scenarios you may encounter when configuring payment options or authorizing Stripe payments.

ACH transactions

Error message: You've exceeded your weekly ACH volume limit. To request an increased limit, please contact us via https://support.stripe.com/contact

Cause: New accounts are limited to $6,000 USD a day and $10,000 USD a week for the first 4 months after activating your Stripe account.

Solution: Contact Stripe support and request to raise the weekly volume limit for your ACH transactions.