Make Stripe Default Payment Processor for All Clients

Modified on Thu, 18 Jan 2024 at 07:32 PM

Stripe offers a simple and convenient way to enable your clients to pay their invoices with a credit and / or a debit card.

Setting a client's "Payment Processor" to Stripe enables them to pay their invoices with a stored credit / debit card. You can do this for all clients using the “Default” option.

Note: Setting a payment processor does not require a client to pay with that method, but it enables them to do so. Stripe and PayPal are exclusive so a client can only have one of those options set.

How Do I Set Stripe as the Default Payment Processor for All Clients?

Navigation: Connect > Payment Processors > Set Default

Step 1

Choose “Stripe" from the Default dropdown.
Click “Update.”

Note: "Default" sets all NEW clients from this point forward to have Stripe, but does not change previously set clients. See below "Set All to Default" to change previously coded clients.

Default clients to Stripe payment method in dog boarding software

Step 2

To set ALL clients to have the Stripe payment processor:

Choose “Stripe" from the Default dropdown.
Check the option for “Change all clients to default setting on Update.”
Click “OK – Set to default for all clients."

Default clients to Stripe payment method in dog day care software