Articles on: Daily Operations

Stripe Integration (Payment Processing)

CloudBridal's Stripe integration provides a complete payment processing solution that allows you to accept payments directly through the application. This integration streamlines your payment workflows and enhances your customer experience.


Key Features


  • In-Person Card Reader Payments: Process credit card payments using the Stripe BBPOS WisePOS E card reader
  • Manual Card Entry: Enter card details manually for phone payments
  • Payment Links: Send payment links via email, SMS, or direct URL
  • Client Portal Payments: Allow customers to pay online through their client portal
  • Payment Plans: Create structured payment schedules customers can pay online
  • Appointment Fees: Collect appointment booking fees or deposits
  • Tip Collection: Capture tips during the payment process


Connecting to Stripe


To set up the Stripe integration:


  1. Go to Stripe Integration Settings in CloudBridal
  2. Click Connect with Stripe
  3. Follow Stripe's onboarding process to create or connect your account
  4. Provide your business details and complete the verification process
  5. Once connected, return to CloudBridal to configure which payment features to enable


Available Payment Features


In the Stripe Integration Settings, there are three features you can enable depending on your processing needs. These can be enabled independently of one another:


  1. Paid Appointments: Enables payment processing capabilities in appointments.
  2. Stripe Payments: Enables payment processing capabilities for customer order payments.
  3. Charging in Payment Plans: Allows your clients to pay for their payment plan installments online. Clients will receive a payment link in their reminder email when this is enabled.


In-Person Payment Processing


Card Reader Setup


To configure your Stripe BBPOS WisePOS E card reader, navigate to the Stripe Integration Settings and follow the step-by-step instructions.


Processing In-Person Payments


To process a payment using the card reader:


  1. Navigate to the customer's profile
  2. Create or select an existing order. See Making a Sale for more details.
  3. Click New Payment in the Payments section
  4. Enter the payment amount or use the preset options (Pay Half, Pay in Full, etc.)
  5. Select Charge Now With Stripe
  6. Choose Use Card Reader
  7. The card reader will display the amount to charge
  8. Have the customer insert, tap, or swipe their card
  9. Once approved, the payment record is created in CloudBridal. If it doesn't succeed, the system will display an error message explaining why it didn't go through.




Manual Card Entry


For phone payments or when the card reader isn't available:


  1. Follow steps 1-5 above
  2. Choose Manual Card Entry
  3. Enter the card details (number, expiration, CVV, zip code)
  4. Click Submit Payment
  5. The system will process the payment and create the record


Payment Receipts


After processing a payment through Stripe:


  1. You'll be prompted to send a payment receipt
  2. Choose from email, SMS (requires Twilio integration), or print options


Tip: CloudBridal offers thermal receipt printing capabilities for quick and efficient printing. This is a great alternative to standard paper receipts. To learn more, see Printing Receipts With a Thermal Printer.


Online Payment Options


Plan Requirement: Core or Ultimate


Send customers links to pay online:


  1. Create a new payment and select Payment Link
  2. Choose how to send: email, SMS (requires Twilio), or get a direct link
  3. When the customer completes the payment, it's automatically recorded in CloudBridal


Scheduled Payments & Payment Plans


You can create scheduled payments in CloudBridal by selecting the Schedule Payment for Later option when entering a payment. Payment Plans work in a similar way, where creating a new payment plan will split the overall due amount into a series of scheduled payments. Your clients can then pay for their scheduled payments via the client portal or through a payment link. As a staff member, you can also process a scheduled payment yourself the same way you would a regular payment.


Paid Appointments


Collect fees during appointment booking:


  1. Go to Appointment Settings
  2. Edit your appointment types and configure payment settings:
  • Charged at Booking: Immediately charge the customer's card when the appointment is confirmed.
  • Reserve with Card: Hold card information without charging. This is used to reduce likelihood of no-shows or late cancellations. In the event of a no-show, you can then charge the client through the appointment calendar by selecting the appointment, clicking the Actions button, and then selecting the Charge option.
  • Charge Manually: Collect card info for later charging. Charges are initiated in the same way as the Reserve with Card details above.
  • Additional Disclaimer Message: You should provide a disclaimer message to your clients. This allows them to understand the nature of the charge. Clear messaging is extremely important to reduce the risk of chargebacks in the future.


Processing Fees


Payment processing includes:



Regional Availability


The Stripe integration availability depends on your region:



FAQs


How do I refund a Stripe-processed payment?

Refunds are done via the Stripe Dashboard. Find the payment and click Refund. This syncs the refund status to CloudBridal. You can also navigate to the Stripe payment directly from the CloudBridal payment.


Are tips supported?

Yes, tips are supported. See Stripe Integration Settings > Accepting Tips on Reader for details.


Updated on: 05/07/2025

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