External Payments

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This feature provides flexibility for users operating in regions where Stripe is unavailable or for those who prefer alternative payment processors:

1. Introduction to Custom Payment Processor Integration

  • Purpose: Enables the use of payment processors other than Stripe to accommodate users in regions outside Stripe’s coverage or to cater to specific payment preferences.
  • Current Limitation: The platform is primarily integrated with Stripe.com for payment processing. However, Stripe’s availability is not comprehensive globally, necessitating alternative solutions for certain regions or preferences.

2. Enabling Partial Integration with Alternative Payment Gateways

  • Scope: This feature offers a partial integration, allowing administrators to redirect payment processes to external payment gateways without full system integration.
  • Customization Options: Administrators can choose to integrate with preferred payment gateways such as PayPal or others by creating and managing custom payment links.

3. Configuration and Setup Process

  1. Create a Payment Link:
    • Payment Gateway Setup: Access your preferred payment gateway (e.g., PayPal) and generate a payment link for the desired product or service.
    • Example: Create a product named “Demo Purchase” and generate a corresponding payment link.
  2. Integrate with the Platform:
    • Access Platform Settings: Return to the platform and search for “skip” or “skip payments” in the Features page.
    • Enable Payment Redirection: Activate the feature to disable all default platform payments.
    • Set Custom Redirect URL:
      • Sub-Feature Activation: Enable the option “Redirect users to custom URL after skipping payments.”
      • Input URL: Enter the payment gateway’s custom URL generated in the previous step.

4. Operational Workflow

  • User Payment Process:
    • Milestone Creation: When users create a milestone (e.g., $20 USD), the platform will indicate that payment is due outside of the platform.
    • Redirection to External Payment: Instead of processing the payment via Stripe, users are redirected to the specified custom URL to complete the transaction.
    • User Confirmation: Users confirm their payment commitment on the external payment page, ensuring they are directed to the off-platform payment gateway.

5. Handling Different Milestone Values

  • Flexibility: Allow clients to input custom payment amounts to accommodate various milestone values.
  • Example Configuration:
    • Amount Input: Users can specify the payment amount (e.g., $20).
    • Additional Data Points: Administrators can add identifiers such as “service description” or “contract name” to categorize and track payments.

6. Limitations and Manual Reconciliation

  • No Full Integration: The platform does not automatically verify payments made through external gateways.
  • Manual Reconciliation Required:
    • Payment Verification: Administrators must manually confirm payments by checking statements from the external payment gateway (e.g., PayPal).
    • Data Matching: Download and compare the milestones table from the platform with the payment records to ensure accuracy.

7. Benefits of Custom Payment Processor Integration

  • Expanded Coverage: Enables payment processing in regions where Stripe is unavailable.
  • Flexibility: Allows the use of preferred payment gateways based on organizational needs or user preferences.
  • Cost Management: Solves a portion of the payment processing challenges by facilitating external transactions, though it requires manual oversight.

8. Best Practices and Recommendations

  • Enable the Feature: Administrators are encouraged to enable this functionality to accommodate diverse payment needs.
  • Clear Communication: Inform users about the payment process and redirection to external gateways to ensure a smooth transaction experience.
  • Efficient Reconciliation: Implement a systematic approach for manual payment verification to maintain financial accuracy and compliance.

9. Conclusion and Support

  • Summary: The Custom Payment Processor Integration Feature provides administrators with the ability to utilize alternative payment gateways, enhancing the platform’s flexibility and global reach. While it offers significant benefits in terms of coverage and customization, it necessitates manual reconciliation to ensure payment accuracy.
  • Support: Users and administrators with questions or requiring assistance with the integration process are encouraged to reach out for support and further customization options.

This feature significantly enhances the platform’s payment processing capabilities by allowing the use of alternative payment gateways, thereby accommodating a broader user base and diverse payment preferences.

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