Resources

Overview

Stripe is a secure, widely-used credit card payment provider. By connecting your Stripe account to Puree, a Pay Now button appears on your customer's quotes.

Important: Puree does not record, save, or have access to any credit card details. Credit card information never touches our servers. When your customer pays, they interact directly with Stripe's secure payment form — all card data is handled entirely by Stripe. We don't handle any money either — all payments from your customers are paid directly to you through Stripe.

Connecting Your Stripe Account

Navigate to Settings → Integrations and click Connect with Stripe. If you don't already have a Stripe account, you'll be guided through creating one. You'll need to verify your identity and link your bank account.

Once connected, you'll see your Stripe account status and can configure your default payment settings.

Default Payment Settings

From the Stripe settings page, you can configure defaults that apply to new quotes:

• Deposit timing — When to request a deposit (e.g. on acceptance, days before the event)
• Balance timing — When to request the remaining balance
• Email messages — Default email content sent with payment requests

These defaults can be overridden on individual quotes.

Setting Up Payments on a Quote

When creating or editing a quote, you'll see a Payment Terms section. Choose between prepayment (before the event) or post-event payment. For each option you can turn Stripe on or off — it's entirely optional per quote.

With Stripe enabled, you can configure:

• Payment timing — Request payment immediately on acceptance, a set number of days before the event, or after the event
• Deposit amount — Optionally request a deposit upfront, with the balance due later
• Email notifications — Customise the message sent to your customer with each payment request

How Customers Pay

When your customer accepts their quote, they'll be presented with a Pay Now option if a payment is due. They enter their credit card details through Stripe's secure checkout — the payment is processed instantly and they can download a receipt.

For scheduled payments (e.g. balance due five days before the event), Puree automatically sends an email with a link back to the quote where the Pay Now button will be available.

Viewing Payments

From your order view, click the Stripe button to open the payment panel. This shows:

• Amount received — Total payments collected so far
• Outstanding balance — What's still owed
• Fee breakdown — Stripe processing fees and Puree's processing fee, so you know your net payout
• Scheduled requests — Upcoming payment requests and their due dates

Manual Payment Requests

You can send additional payment requests at any time from the Stripe panel. This is useful when an order changes after payment — for example, if extra items are added. Set the amount, choose when the customer can pay, and optionally include an email message.

Refunds

If an order is reduced after payment, you can process a refund directly from the Stripe panel. The refund is handled through Stripe and the payment status updates automatically.

Fees

Stripe charges processing fees on each transaction (typically around 2.9% + 30c, varying by region). Puree adds a small 0.4% processing fee to cover the cost of maintaining the integration, automated scheduling, email notifications, and refund handling.

Both fees are clearly shown in the payment breakdown for every transaction.