Integrating Credit Card Processing for Invoicing Customers
cieTrade supports sending invoices out of the system with a link to process credit card payments received from your customer.
NOTE: You will need a Stripe account in order to use this feature.
Setting up an email template. While this is not required to use the feature, it is recommended so you know what the email will look like when your customer receives it.
1. Under Settings> Emails> Templates> +New
2. Enter the name of the email template in the Description field. This will be what is displayed in the template drop down. In the field 'To be created from' select where you will be sending this from, IE the shipping worksheet (displayed), the Brokerage worksheet, or the Billing sheet. Select Invoice share in the 'to be used with document or form' field. NOTE: We do not currently support credit card invoices on the Batch invoice feature.
3. If you want to automatically use this email template with this document, from this location in the software, check off the box at the bottom ' check to set his template as the default'.
4. In the body of the email write what you want your customer to see. You can use the placeholder drop down to pull information from the specific worksheet you are sending the invoice from.
5. Click save to save this template. This step is complete.
6. Enable the Print Preview feature from Settings> Documents> check Show Document Print Preview. This way when you click on a document, it will open to the document, not requiring you to generate it and then click on it.
Additional set up:
1 . Under Settings> Integration> Stripe> Click Connect
2. On the pop up window, enter the Stripe API Key. This can be found in your stripe account under Developers> API Keys
3. Select the cash account that you want to record cash receipts from Stripe from. This will need to be an account in both your accounting system and mapped in cieTrade under Settings> Accounting> General Ledger
Using the feature:
This feature will work from anywhere you invoice in the system, but for demonstration purposes it is being shown from the Brokerage worksheet.
1. Once your worksheet is finalized and you are ready to send the invoice and payment to the customer, go to the Documents tab of the worksheet.
2. Select your invoice document and click on it. If you have enabled print preview (listed above) the page will open with the document. If you ahve not, then you will need to click on the invoice document again from the generated document list to see this view: 
3. Click on the Share Icon (highlighted above). This will open a pop up box. If you click the spyglass it will show all applicable customer emails that you can check off to send the invoice to. Check the option ' Include Payment Option' and click Send.
4. The recipient will receive an email similar to this (dependent on what your email template looks like). If they click on Review and Pay it will take them to a Stripe interface to pay by credit card.
5. In cieTrade go to the left hand menu> Accounting> Credit Card Transaction Ledger and check off the received payments that you want to record as received against the open AR balance in cieTrade. If you manage AR in cieTrade, this will remove them as open receivables on the AR ledger, eliminating that step and marking the received payment for that load.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.