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RightSignature - Stripe Integration
The objective of this article is to Process payments or collect credit card information on your documents.
Setting up the Integration
Start by selecting Account in the upper left hand corner, then click Integrations and scroll down to Stripe.
Next, click Off next to Stripe and you will be redirected to Stripe’s website to either create a new account or Sign In.
Once completed, you will be returned to RightSignature and receive a notification stating ‘Successfully authorized Stripe,’ and the integration will now show it is turned on.
Using the Integration
You can add a Collect Payment request field to a Template or one-off document. On the Place Fields step, click Show More under Request and select the Collect Payment field to place it on the document.
Once placed, click on Collect Credit Card to assign it to a particular signer, enter Signer Help Text, or check Charge After Executed.
There are two payment options:
Collect Credit Card
Used when the document sender needs to store credit card information in Stripe but does not want to set up an automatic payment at this time. Make sure to leave Charge After Executed unchecked.
Charge After Executed
Used when the document sender wants Stripe to set up an automatic payment once the document is fully executed. Credit card information will be stored in Stripe. The Collect Credit Card box switches to Authorize Payment and a Payment Amount must be entered (in US Dollars only).
Authorize Payment means the recipient has given an okay to the charge. It does not mean the card will be charged at that moment. Credit cards may be declined after the document is signed.
Signer’s Perspective
The signer will click on the link in the email as with any other document, or go to the website if the template is embedded online. The payment field will show up as “Credit Card.”
The signer clicks on “Credit Card” to be taken to either of the following boxes, depending on if Charge After Executed was checked:
or
Clicking Save will allow the signer to proceed to the next field in the document. Credit cards may be declined after the document is signed.
Accessing Payment information
Once signed, the document sender will need to access their Stripe account in order to set up a payment or check the status of a pending payment.
Clicking on the completed field from within RightSignature will show the specific payment ID associated with the signer. Login to Stripe to locate the customer’s profile.
Note:
This feature is not available on Personal, Basic, and Accounting RightSignature plans. See Plans & Billing for more information.
The Collect Payments feature enables signers to provide credit card payment information securely while they fill out and sign RightSignature documents. Signer’s credit card information is stored and processed securely by the online payment processing service Stripe, which is certified as PCI Service Provider Level 1.
Access Stripe’s Pricing Page for more information on what they charge.
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