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
From the back-office click settings
Select Templates
Confirm if you have the Stripe Payment Template in the list of active templates.
If required you can add a Stripe Invoice Template by clicking New Template and selecting the Stripe Invoice option.
Enter a name for your Template in the left properties column (Stripe Invoice)
Click Save
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.
Exit the editor
Click on the Boards Icon in the side bar (Icon 9 small squares)
Select the Invoice board
Click show menu in the right side of the top menu bar (3 dots)
Select Settings
Under the Custom Template option select the Stripe Template you created.
Click Save.
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
Locate the Invoice
Open the invoice in Backoffice
Click Show menu (right side top menu bar)
Click Document Settings
Select your Stripe Invoice Template from the Custom template option
Click Save