Stripe for Payments
Octane seamlessly integrates with Stripe through Stripe Connect, providing you with powerful payment and invoicing capabilities. This guide walks you through the steps to set up Stripe integration within Octane, enabling you to effortlessly manage your customer payments and invoices.
Octane leverages Stripe Connect in the following ways:
- Customers: Link your Octane customers to existing Stripe customers or automatically generate Stripe counterparts for customers created within Octane.
- Invoicing: Send Stripe Invoices directly to your customers through Octane.
- Payments: Collect payments using any of Stripe's supported payment methods.
Configuring your Stripe account with Octane is straightforward:
- Set up your Octane account: If you haven't already, register with Octane and follow the steps outlined in the Portal Quickstart guide.
- Link your Stripe account: In the Octane Portal, navigate to Settings -> Invoicing & Payments and click on Connect with Stripe to establish a connection with your Stripe account. We utilize Stripe Connect to facilitate invoicing and payments seamlessly.
Using a Stripe Test Account?
If you're using a Stripe test account for development or testing purposes, toggle the "Use Stripe test account" setting to configure a test account connection.
Octane offers various ways to create and link Stripe customers:
- Automated Creation: When creating customers in Octane through the API, you can set the autogenerate_payment_gateway_customer parameter to true. Octane will automatically create corresponding customers in Stripe.
- Linking Existing Customers: Existing customers can be linked to Stripe Customers using their Stripe Customer IDs via the API.
- Manual Creation or Linking: In the Octane Portal, under Integrations -> Payments on a customer's page, you can either click Generate Stripe Customer to create a new Stripe counterpart or input an existing Stripe Customer ID to link Octane and Stripe customers.
Octane offers the ability to automatically sync customer data to Stripe, ensuring consistency between the two platforms. This feature can be enabled in the Stripe integration tile. Any changes made to Octane customer contact information or names will be automatically pushed to Stripe. Please exercise caution, as Octane will overwrite any existing information in Stripe. Enable this setting when Octane is your primary source of truth for customer data.
Octane listens to Stripe webhook events for any changes to the invoice, reflecting these status changes in Octane. For instance, when an invoice is paid in Stripe, Octane marks it as paid as well.
Reverse Synchronization Note Octane primarily manages invoices, payments, and customers. Actions directly performed in Stripe, without initiating from Octane, may not be synchronized. It is advisable to initiate all actions from Octane for consistent handling.