Stripe is an online payment platform that allows individuals and businesses to securely process payments and collections and protect your financial information.
By integrating it with Holded, both accounts are linked, automating your transactions and improving their efficiency. Among other features, you will be able to:
Establish Stripe as a payment method for your customers.
Make immediate payments without leaving Holded.
Improve the security of your transactions, making them less prone to fraud.
Access a larger number of customers by being able to receive payments in more than 135 currencies and more than 40 markets.
In short, this integration will automate your payment and collection processes, increase the security of your transactions, and give you access to a larger number of customers.
How to integrate Stripe with Holded
☝🏼 Please note that you need to have a Stripe account in order to integrate with Holded.
To integrate Stripe with Holded, follow these steps:
Go to your account, on the top left, and click Holded Store.
In the integrations section, locate and click on "Stripe".
Click the "Activate for free" button.
After activating the integration, go to Menu > Settings > Billing > Payment methods.
Connect your Stripe account to include it as a payment method in your documents and contacts.
☝🏼 Once you connect your payment method, the Stripe integration gem in the Holded Store will be enabled automatically in case you have not activated it before.
Enable it as a payment method in the customer portal.
Add this payment gateway from Banks to synchronize your transactions.
Deactivate Stripe integration
To deactivate Holded's integration with Stripe, follow these steps:
Go to your account, on the top left, and click Holded Store.
In the integrations section, click on "Stripe".
Click on "Deactivate".
In the pop-up window, click on "Confirm".
☝🏼 Please note that the payment method will be automatically disconnected if the Stripe integration gem is deactivated in the Holded Store.