Osmos has an integration with Stripe payment gateway. You can
process credit cards in 2 different ways.
If you have already setup you “Stripe Key” in your Osmos account, on the top of the account receivables module you will find a green icon Make Payment.
Click on it and a new window will open in where you
can enter the payment details. Manually enter and capture the transaction
once you have confirmed that the payment was processed by Stripe.
We recommend that once you have charged the credit card mark the payment as capture on your account receivables module.
You can charge credit cards from the
quote module. On the Payment terms section, you will find a button named
e-Invoice.
IMPORTANT!! This button is only available if
the quote is marked as an invoice. Once the quote is marked as an invoice the
button will be displayed.
Activate the e-Invoice button and capture
the payment details.
Send the quotation / invoice to the customer and he
will see a button in the lower section that says Pay now. By clicking there, the
client can enter their payment details to make the payment of the TOTAL.
Once the customer makes the payment, you will be
notified by the notification bell. In addition, if the contract was authorized
before receiving the payment, when you receive the payment it will be automatically
marked on accounts receivable as paid.
IMPORTANT!! Payment information and card details
entered here are not saved or recorded on Osmos servers. The payment process is
handled through Stripe. DO NOT KEEP OR RECORD DATA OF THE CARDS IN ANY OTHER
FIELD.
To check rates, fees and any other information related
to credit card payments, consult or contact Stripe. Osmos does not charge a commission for transactions.