Stripe Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/stripe/ Wed, 04 Sep 2024 13:50:14 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.1 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Stripe Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/stripe/ 32 32 Stripe Invoicing For the Agencies https://www.insuredmine.com/knowledge-base/stripe-invoicing-for-the-agencies/ Tue, 16 Jul 2024 14:34:21 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=40083 Now, easily access and download Stripe invoices. This latest addition will help agencies simplify financial record-keeping and ensure accurate, organized billing management. Use Case: Simplifies financial record-keeping for insurance agencies. Note: Payments for insurance agencies from InsuredMine will be processed exclusively through Stripe. Though the admin has the ability to view and access generated invoices. […]

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Now, easily access and download Stripe invoices. This latest addition will help agencies simplify financial record-keeping and ensure accurate, organized billing management.

Use Case: Simplifies financial record-keeping for insurance agencies.

Note: Payments for insurance agencies from InsuredMine will be processed exclusively through Stripe. Though the admin has the ability to view and access generated invoices. Payment options include monthly, quarterly, bi-annual, and at annual intervals.

To View the Enhancement:

  • Navigate to the profile icon.
  • Then from the drop-down, select ‘Billing.’
  • Then, within the payment history section, under the ‘View Invoice’ tab.
  • Click on the ‘View’ button to see the details of the already completed payment.
  • Click on download invoice and receipt to download the invoice.
Note: Billing will only show for agencies that pay via Stripe only.

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]]> Stripe Payment in eSignature https://www.insuredmine.com/knowledge-base/stripe-payment-in-esignature/ Mon, 07 Aug 2023 12:29:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=30712 Description: We can now send the payment request to the client via eSignature for any documents. Navigation – Navigate to the settings Click on the stripe payment to enter your stripe key and save it. Then Navigate to the eSignature module Add a document for eSignature In the add field page you will get an […]

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Description: We can now send the payment request to the client via eSignature for any documents.

Navigation – 

  • Navigate to the settings
  • Click on the stripe payment to enter your stripe key and save it.
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  • Then Navigate to the eSignature module
  • Add a document for eSignature
  • In the add field page you will get an option to add stripe
  • Add stripe field and enter the amount
  • Then Send for eSignature to the signers
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Note: We can add stripe field only once per each signer

  • Once the document has been sent for eSignature, The signers will have to sign and click on continue
  • Once the signer will click next they will be redirected to the payment page.
  • Once the signer will complete the payment then the document will be signed and completed.
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  • After completing the document the agent will be able to see the details of the payment in the timeline.
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