How To Connect Stripe

Stripe Payment Method Management allows you to configure which payment options (like credit cards, wallets, bank debits) are available across various TRMCRM product areas, directly inside your TRMCRM account. This eliminates the need to manage payment methods separately on Stripe’s dashboard, streamlining operations and improving payment setup control.

Connect Stripe

First, head over to your Payments section. This is where all the magic happens—integrating payment gateways to streamline your customer transactions.

1. Click Connect with Stripe. This will direct you to securely log in or create your Stripe account if you haven't done so already.
2. Finally, authorize your Stripe account. This step ensures everything syncs smoothly and securely. When the integration is finished you can click Manage to edit the connection.

Awesome job! Now your payments are ready to roll.

Understanding how managing Stripe payment methods directly in TRMCRM benefits your business helps you make the most out of this feature.

• Centralized Control: Manage all your Stripe payment options without leaving TRMCRM.

• Separate Live and Test Modes: Customize payment methods individually for live and test environments.

• Checkout-Specific Visibility: Only available payment methods will show in each checkout’s options.

• Subscription-Specific Settings: Manage unique payment configurations specifically for subscriptions.

• Reduced Dependency on Stripe Dashboard: No longer necessary to edit payment methods in Stripe.

• Seamless User Experience: Streamlined configuration leads to faster setup across invoices, funnels, forms, and stores.

Effectively setting up your Stripe payment options ensures smooth transactions across all your product areas. Follow these easy steps to start managing them directly within TRMCRM:

1. Navigate to Payments Settings
   Go to Payments > Integrations > Stripe in your TRMCRM dashboard.

2. Access Manage Payment Methods
   Click the Manage Payment Methods button next to your connected Stripe account.

1. Enable/Disable Payment Methods
   You’ll see a list of payment methods available from Stripe. Toggle on or off based on what you want available for:

• Invoices

• Payment Links

• Funnels (One-Step and Two-Step Order Forms)

• Forms

• E-commerce Stores

• Calendars

• Courses

• Communities

1. Manage Subscriptions Separately
   If you’re offering subscription products, you’ll see a special drop-down called Subscriptions. Configure payment methods specifically for subscription checkouts here.

? Note: According to Stripe, this Subscriptions list becomes available only after adding at least one subscription product in Live Mode in the respective sub-account.

1. Save Changes
   After configuring your desired settings, ensure you save your changes to apply them across your product areas.

Managing Stripe payment methods across product areas ensures that your customer-facing interfaces only show relevant payment options. Here’s where your configurations apply:

• Invoices

• Invoices with AutoPayments

• Payment Links

• Funnels - One-Step Order Form

• Funnels - Two-Step Order Form

• Forms

• E-commerce Stores

• Calendars

• Courses

• Communities

• Subscriptions

Each checkout will respect the settings you’ve configured — no more surprises for your customers at checkout!