Stripe

Stripe is a payment gateway integration. Once connected, Zenskar syncs customer records with Stripe, generates payment links and Stripe Checkout sessions for invoices, charges invoices against a customer’s saved payment method, and reconciles ACH credit transfers.

Connect Stripe

Prerequisites

A Stripe account.

Managed Payments: Zenskar uses Stripe Connect, which is not compatible with Managed Payments. If Managed Payments is enabled on your Stripe account, read Stripe’s Managed Payments guide and disable it before you connect.Duplicate connections: Each Stripe account can only be connected once. If you try to connect a Stripe account that is already connected to Zenskar, whether under this entity or another one, Zenskar blocks the connection.Recommendations:

Connect a Stripe account whose mode, test or live, matches the environment being configured: a test-mode Stripe account for sandbox, a live-mode Stripe account for production.
Do not connect a Stripe account that already has another platform, such as Xero, connected to it.

If either recommendation does not fit your use case, contact help@zenskar.com before proceeding.

Steps

Go to More > Integrations > Payment Gateways, find the Stripe card, and click Connect.
On the Stripe page, click Connect to Stripe.
In the confirmation dialog, click Connect.

Zenskar returns you to the Configuration screen.

Configure the connection

Under Select Zenskar Entity, select the entity this connection belongs to. This is required. Save Configuration stays disabled until you select one, and you cannot change it after saving.

Enable the Customers module to sync customer data between Stripe and Zenskar, and choose a Sync Direction:

Sync direction	What it does
Import only	Updates existing Zenskar customers with changes from Stripe. Does not create new customers in Zenskar.
Export only	Creates new Stripe customers from Zenskar customers, and updates existing ones.
Import & Export	Combines both directions. New customers created in Zenskar are pushed to Stripe, and updates to existing customers sync in both directions.

Click Save Configuration. Once saved, the connection shows as Configured on the Stripe Connections tab.

Export and Import & Export push a customer to Stripe only when it is first created in Zenskar. If a customer already existed before Stripe was connected, or before Export was turned on, editing and saving it does not push it to Stripe.
Import direction only updates customers that already exist on both platforms; it never creates new Zenskar customers. To bring in existing Stripe customers for the first time, use Zenskar’s bulk customer CSV import: include each customer’s Stripe customer ID in a reference_id column to link them, and optionally import their payment methods and invoice numbering from Stripe in the same upload.

Configure payment settings

These settings apply to every Stripe Checkout session across Zenskar. They are not configured per connection. Go to Settings > Payment. Settings > Payment page, with the Payment Settings and Checkout Redirect URLs cards

Settings > Payment page, with the Payment Settings and Checkout Redirect URLs cards

Under Payment Settings:

Setting	What it does
Available Payment Methods	Select which methods to offer at checkout: Card, Net Banking (US), or both.
Save Payment Methods	When enabled, Zenskar saves a customer’s payment method for future transactions, so the customer checks out faster on later purchases.
Show Amount Breakdown	A Stripe-specific option. When enabled, the Stripe checkout page shows the customer a breakdown of the total amount due.

Under Checkout Redirect URLs, set where Zenskar sends the customer after checkout: Success URL, Failure URL, and Payment Already Completed URL.

Features

Payment links

Add a payment link when you create an invoice, or turn one on later from an existing invoice with the Include Payment Link toggle. This toggle is only available once Stripe is configured for that customer.
With a payment link on, you can also turn on Allow Partial Payment so the customer can pay any amount up to the invoice total.
When a customer clicks PAY ONLINE on the invoice, Zenskar shows a Confirm Payment page, then opens a Stripe Checkout session using the payment methods set in Settings > Payment.

Approved invoice with the PAY ONLINE button

The Confirm Payment page shown before Stripe Checkout

Charge an invoice

Method	How
Manually	Click Charge Invoice on an approved or partially paid invoice (also shown in the screenshot above). This is not available on invoices imported from an external system. Choose a payment method in the dialog to charge the invoice immediately.
Automatically	Turn on Enable Charge on the invoice (also shown in the screenshot above). Zenskar charges it automatically, using the customer’s default Stripe payment method.
In bulk	On the Invoices list, select invoices from the All, Draft, Outstanding, or Overdue tab, then choose Charge (or Approve and charge, if any selected invoices are drafts) from the bulk actions menu. Zenskar charges each invoice’s customer using their default Stripe payment method as a background job. You can choose to use only each customer’s default payment method, and whether to charge invoices regardless of due date or only overdue ones.

Charge Invoice dialog with a payment method selected

Invoices list with invoices selected and the bulk actions menu open, showing Charge

Other sync behavior

Feature	What it does
ACH Credit Transfer	When a customer pays a Zenskar invoice by ACH credit transfer, Zenskar checks the customer’s pending invoices, charges the ACH source on Stripe, and applies the payment to the oldest pending invoice first.
Payment method sync	Zenskar reflects changes to a customer’s payment methods on Stripe automatically, for example when a customer sets a new default payment method. This sync runs from Stripe to Zenskar only. Zenskar does not push payment method changes to Stripe.
Credit note import	Zenskar imports credit notes that Stripe creates, so you can reconcile them against your records. Zenskar does not create or push credit notes to Stripe.
Customer sync	Sync direction and behavior are described in Configure the connection.

Getting started

Product modules

Security

Model context protocol (MCP)

Pricing models

Third-party integrations

Zenskar versioning

Connect Stripe

Prerequisites

Steps

Configure the connection

Configure payment settings

Features

Payment links

Charge an invoice

Other sync behavior

​Connect Stripe

​Prerequisites

​Steps

​Configure the connection

​Configure payment settings

​Features

​Payment links

​Charge an invoice

​Other sync behavior

Connect Stripe

Prerequisites

Steps

Configure the connection

Configure payment settings

Features

Payment links

Charge an invoice

Other sync behavior