Stripe is a payment processing service which allows you to collect payments from your customers via debit and credit cards for a small fee.

If you sell online or offer a subscription service, then Stripe can help you take payments from your customers.

How does Stripe work with Pandle?

Connect Stripe to Pandle

Activate your Stripe feed

Setting up Stripe as a payment processor (Pandle Pay)

Related articles

How does Stripe work with Pandle?

Our Stripe integration is available for all users and works with Pandle in two ways:

  • As a bank feed to capture your transaction data

  • As a payment processor to take payments from your clients

As a bank feed

Connect your Stripe account to Pandle to automatically record transactions in your bookkeeping. It's faster than entering transaction data manually, and reduces the risk of confusing typos and errors.

Once you set up the integration with Stripe, you can check and confirm the transactions just like you would for any other bank feed in Pandle.

Treating Stripe as a feed is essential because it's an online wallet, so transactions can come from different sources and there can be a balance on the account.

As a payment processor

Once your Pandle account is connected to your Stripe account you will be able to set up Pandle Pay, and include payment links in the invoices you send to customers.

That way customers can click a 'Pay Now' button in their invoice, and instantly pay you with a debit or credit card.

When your customer pays through Pandle Pay, the invoice status will change from 'unpaid' to 'paid', and you'll receive a notification to let you know how much has been received.

Stripe does charge for transactions, so payments processed through Pandle Pay will be subject to a small processing fee, as outlined below. The fee differs slightly depending on your Pandle subscription plan.

Connect Stripe to Pandle

Setting up Stripe as a feed in Pandle is a similar process to the way that you set up any other bank feed.

Click 'Banking' in Pandle's navigation menu, and select 'Bank Accounts'.

Click the 'Add New Bank Account' button on your Banking screen.

Use the pop-up entry window to enter the details of the account you're adding to Pandle.

If you include 'Stripe' in the account name, Pandle will automatically select the correct category code, currency, and entry method for you.

Then click 'Integrate With Stripe'.

Read the fee information carefully, and click 'Connect To Stripe' to continue.

You will be directed to the Stripe integration page for Pandle. Enter your Stripe username and password (or set up an account if you have not yet registered).

Once you are logged into Stripe, you will be asked if you want to enable Pandle Pay.

Select the 'Enable' option, and then click 'Save'.

Activate your Stripe feed

Once your Stripe account is connected to Pandle, you can start pulling transactions through automatically.

Click 'Banking' in Pandle's navigation menu, and select 'Bank Accounts'.

On the Banking screen, click the 'Feed' icon next to the Stripe account you connected to Pandle.

The first time you do this Pandle will ask you to confirm what date you would like to start pulling transactions from.

If you already have Stripe transactions recorded in Pandle (for example, because you entered them manually), then the start date will default to the last time you entered transactions.

Click 'Retrieve Data'.

When your transactions pull through, check and confirm them into Pandle.

Setting up Stripe as a payment processor (Pandle Pay)

Use our integration with Stripe to set up Pandle Pay and start accepting payments through your invoicing.

Click the Settings icon, and select 'Document Settings'.

Select the 'Invoice Options' tab.

Scroll down and click 'Integrate With Stripe'.

If you have not already connected your Stripe account to Pandle (you may have done so in order to set up a bank feed for your Stripe account), you will be prompted to enter your Stripe login information.

In the pop-up window, select 'Enable', and click 'Save'.

Once complete, your invoices will include a 'Pay Now' button.

Clicking the 'Pay Now' button will take your customer to the payment details screen.

Your customer will receive a payment receipt via email, and you will receive a payment notification in Pandle and via email. The invoice will also be marked as paid in Pandle to prevent any automated payment reminders being sent out to your customers.

Related articles

Entering bank transactions using bank feeds

Automated payment reminders

Did this answer your question?