This article explains the new features and improvements in Stripe Integration 2.0, how to transition between versions, and the advantages of using this upgraded payment system.
Before you start
What is Stripe 2.0
Stripe Integration 2.0 is an enhanced version of the payment integration system that offers new features, such as simplified payment method management, improved security, and support for additional payment options. This version is currently available on an opt-in basis, but you can revert to the earlier version if needed.
You cannot use both versions simultaneously.
You can migrate to Stripe 2.0 at any time, but if you don't migrate by April 14, 2025, you will automatically be migrated to it.
What's new in Stripe 2.0
1. Manage payment methods directly in OfficeRnD
You can activate and remove payment methods directly from OfficeRnD without accessing the Stripe Dashboard.
The system displays only the payment methods available based on your country and organization's currency.
2. Simplify collecting customer payment information
Admins can email members or billing contacts a link to securely input payment details without requiring Member Portal registration.
If you haven't received a response, the request can be resent.
3. Enter customer payment information manually
Admins can manually enter payment details in the Admin Portal.
For 3DS cards:
Verification is not required, but final acceptance depends on individual bank policies.
Authentication is required.
4. Verify ACH instantly
Members can instantly verify their bank accounts using Stripe's financial connections, avoiding delays from micro-deposits.
Micro-deposits remain an optional fallback.
5. Expanded support for payment methods
BECS Direct Debit (Australia) and Canadian PAD (CAD).
Cash App Pay (USD only). To use Cash App Pay, one of the following conditions must be fulfilled:
The organization must have USD set as the default currency.
The member's currency must be set to USD, and multi-currency must be allowed for the organization.
Google Pay for eligible countries and currencies.
iDEAL for transactions in EUR (Netherlands-based). iDEAL is only available if the country connected to your account supports iDEAL. Learn more about iDEAL →
6. Autofill with Stripe's Link feature
This feature streamlines payment processes by saving and auto-filling customer payment information. Learn more about Stripe Link →
Dos and don'ts for using the Stripe integration
Before you activate and start using the Stripe integration, read and follow these best practices:
Do: | Don't: |
Use the Stripe integration to streamline payment collection and reconciliation in OfficeRnD. | Do not disconnect the payment integration if you have pending payments. |
For data migration or setup (for example, switching from another platform), work with the Onboarding team or contact the Support team. | Avoid using the Sync button unless specifically described in official instructions. Our support, not the customer, must handle any sync-related issues. |
Activate the Stripe integration
To activate the Stripe credit card integration:
Go to https://stripe.com and create a Stripe account.
Open the OfficeRnD Admin Portal and go to Settings
> Integrations.
In the All Integrations section, find the Stripe integration and click Add.
In the Active Integrations section, find the Stripe integration and click Connect.
Log in with your Stripe admin credentials and authenticate the connection.
Click Done. Stripe will now be activated for your organization.
Open the integration settings and configure payment methods such as ACH or SEPA. If you need assistance activating these features, contact Stripe Support.
Opt in to Stripe 2.0
If you currently use Stripe 1.0, you can migrate to Stripe Integration 2.0. Follow these steps:
In the Admin Portal, go to Settings
> Integrations.If Stripe is active, you will see an option to upgrade to Version 2.0.
Click Activate Version 2.0 and confirm the upgrade.
Revert to Stripe 1.0
If you migrated to Stripe 2.0 but want to revert to Stripe 1.0 temporarily, follow these steps:
In the Admin Portal, go to Settings
> Integrations.If Stripe 2.0 is active, you will see an option to revert to Version 1.0.
Click Revert to Old Version and confirm reverting to Stripe 1.0.
Add a credit card on the Member Portal
Members can add credit cards to their Member Portal profiles by following these steps:
Log in to the Member Portal.
Click Billing and open the Payment Details tab.
Click Add Credit Card and enter the payment information.
Add a credit card on the Admin Portal
You can still manually add customer payment information on the Admin Portal if you are an admin. To do that:
Go to Community
> Companies or Members and open a company or a member profile.
In the panel on the right, click the
button in the Payment Details section and select Add Payment Details Manually.
In the Add Payment Details Manually dialog, enter the credit card details.
Send receipts to customers
Stripe can automatically send email receipts to your customers when they are charged. To activate and customize email receipts:
Go to your Stripe dashboard.
Configure receipt settings as described in this post by Stripe.
Receipts are not sent for transactions processed in test mode.
If you send receipts through Stripe, please note that this might cause duplicates if you have activated the option to send receipts in Flex (go to Settings > Billing Settings > Billing Rules and scroll down to the We'll send payment receipts section).
Activate ACH, SEPA, and BACS payments
OfficeRnD supports ACH and SEPA payments and BACS Direct Debit payments. To activate these options:
Go to Settings
> Integrations in the Admin Portal.Click Configure under Stripe.
Activate the desired payment method.
Notes:
ACH, SEPA, and BACS cannot operate simultaneously. Priority is
ACH > SEPA > BACS.Only activate BACS if you strictly want to make BACS payments.
BACS uses a mandate request system for account authorization. Learn more about using BACS with Stripe →
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