Connecting Stripe with Wafeq

English Template (19) (1).pngBy linking your Stripe account to Wafeq, you can accept payments from your customers online. You can also automatically sync sales invoices and products between Stripe and Wafeq without having to enter the data manually every time.

 

In this guide, we will walk you through how to link your Stripe account to Wafeq and enable online payments for sales invoices step by step.

 

How to Link Your Stripe Account to Wafeq

Go to "Integrations" in the main menu, then click the "Connect" button next to Stripe.

 

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Make sure you are logged into your Stripe account. 

Once logged in, this screen will appear, allowing you to complete the integration process by clicking the "Connect" button.

 

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After linking, the data will be automatically synced between Wafeq and Stripe, So you will be redirected to the sync screen in Wafeq, where you can click the "Sync" button for manual syncing if you need.

Alternatively, click the close icon at the top of the page to close the sync page.

 

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Setting Up Your Stripe Bank Account in Wafeq

Go to "Integrations" in the main menu, then click "Settings" next to "Stripe".

 

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Stripe bank accounts are created automatically after linking. You’ll need to select the appropriate account for transactions. However, you can click the "Auto generate" button next to the desired accounts to automatically select these accounts for any financial transactions through Stripe.

 

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Selecting Stripe as the Payment Method for an Invoice

Go to "Sales" in the main menu, then click "Invoices" and click on "Create" or choose an existing invoice. 

Enter the details and go to the "Accept Online Payments" section, then choose "Stripe".

 

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When the invoice is sent to the customer, a "Pay Online" button will automatically appear, and by clicking it, the customer will be redirected to Stripe's payment page.
 

For more information on how to send an invoice to the customer, refer to 

How to Send the Invoice to the Customer

 

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Alternatively, click on the invoice from the invoice list to find the payment link for Stripe. 

 

Copy the link if you wish and send it to the customer in the preferred way.

 

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Your customer will enter their credit card details and click on "Pay Invoice".

 

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