Overview
Credit card processing in Oases is performed by Stripe.
Article Sections
- How the Money Moves
- Processing Fees
- Link to Oases
- Collecting Credit Card Details
- Send a Bulk Email with Link to Enter Details
- ACH Payments
- Video
How the Money Moves
1. Stripe stores your customers' credit card details and when a charge is initiated via Oases they charge the card and deposit the money to your bank account per their terms and conditions.
Processing Fees
2. Processing Fees are paid directly to Stripe per your agreement with Stripe together with a 0.25% Oases fee.
3. Individual Fees may be viewed in your Stripe account by opening the payment.
4. The breakdown of the fee may be viewed by pressing on the info icon.
Link to Oases
5. Submit a support ticket asking us to enable Stripe. If you will be connecting more than one account to channel money from different Oases Programs to different Stripe accounts please include this in your request.
6. When we advise this is done go to Setup > Integrations > Payment.
7. Name your connection with a nickname and press Connect to Stripe and follow the prompts to sign in and link your account.
The credentials of an Admin on the Stripe account must be used. You will not be able to do this if we have not enabled Stripe in your database.
8. Add items for the services you wish to use and have enabled in your Stripe account. Select US Bank Account for ACH payment.
Collecting Credit Card Details
9. All cards should be added via Oases Oases and we will add the customer to your Stripe Account.
Your customers can login to their account and add their details or you can add them to their account as an Admin.
You can also send an email to all of your customers that will contain a link for them to enter their details via secure connection.
Send a Bulk Email with Link to Enter Details
10. Create an email template of type 'parent' and add the text you would like to include, then drop in the macro to produce a unique link for your customer to press.
11. From your Customer List, check off customers and in Actions select Bulk Email. Select your template and send.
12. The link is valid for 5 days and can be sent again if required.
13. You will be advised by email when details are added.
ACH Payments
14 If you have ACH with your Stripe Account add this option from Setup > Integrations > Payments. The bank option will then appear when entering a new payment method.
Video
Link To
IP06. Saving & Running a Credit Card
IP35. Add a Pay Now button to your Private Invoice Emails
IP36. Defer (delay) credit card charge
IP37. Sending a Link to Capture Credit Card Details - Stripe