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How to upgrade from Stripe legacy templates to SCA approved.
How to upgrade from Stripe legacy templates to SCA approved.
Martin avatar
Written by Martin
Updated over 3 years ago

Set-up

  • Tudodesk back office

What's this for?

  • How to upgrade to the new Stripe SCA approved portal and invoice templates.
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What you should know

  • This will upgrade the invoice template for all NEW invoices. Your historical invoices will not be upgraded unless you manually switch them to use your new template.

Steps


Configure the Stripe Payment Invoice Template

  1. From the back-office click settings

  2. Select Templates

  3. Confirm if you have the Stripe Payment Template in the list of active templates.

  4. If required you can add a Stripe Invoice Template by clicking New Template and selecting the Stripe Invoice option.

  5. Enter a name for your Template in the left properties column (Stripe Invoice)

  6. Click Save

  7. You can adjust your template using the properties in the left column. Make sure you have at least one Invoice created so you can see a preview.

  8. Exit the editor

  9. Click on the Boards Icon in the side bar (Icon 9 small squares)

  10. Select the Invoice board

  11. Click show menu in the right side of the top menu bar (3 dots)

  12. Select Settings

  13. Under the Custom Template option select the Stripe Template you created.

  14. Click Save.

  15. All new invoices will now use the Stripe Payment Invoice and provide the credit card portal so customers can pay online.

Helpful links


How to change an existing Invoice to use the Stripe Payment Template

  1. Locate the Invoice

  2. Open the invoice in Backoffice

  3. Click Show menu (right side top menu bar)

  4. Click Document Settings

  5. Select your Stripe Invoice Template from the Custom template option

  6. Click Save

Helpful links

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