Payment Processing

Klubbil integrates seamlessly with payment processors to help you get paid faster across all your businesses.

Connecting Payment Providers

Stripe Integration

1. Navigate to Settings → Payment Methods → Stripe
2. Click Connect with Stripe
3. Log in to your existing Stripe account or create a new one
4. Authorize Klubbil to connect to your Stripe account
5. Complete the Stripe onboarding process if prompted

Bank Transfer Setup

For direct bank transfers:

1. Go to Settings → Payment Methods → Bank Transfer
2. Click + Add Bank Account
3. Enter your bank details:
   • Account holder name
   • Bank name
   • Account number/IBAN
   • BIC/SWIFT code
   • Bank address (if applicable)
4. Select which businesses can use this account
5. Save your settings

Multi-Business Payment Configuration

Configure payment settings for each business:

1. Navigate to Settings → Businesses
2. Select the business you want to configure
3. Go to the Payment Methods tab
4. Enable or disable payment methods for this business
5. Set business-specific payment terms and conditions

Online Payment Options for Clients

Enable clients to pay invoices online:

1. Go to Settings → Payment Methods → Client Payment Options
2. Select which payment methods to offer to clients:
   • Credit/debit cards
   • Bank transfers
   • Digital wallets (Apple Pay, Google Pay)
   • Alternative payment methods
3. Configure payment page appearance
4. Set up payment confirmation emails

Payment Links and Buttons

Add payment options directly to invoices:

1. Navigate to Settings → Invoice Templates
2. Enable Payment Links
3. Customize the payment button appearance
4. Add QR codes for mobile payments
5. Set up custom thank you pages after payment

Payment Fees and Platform Fees

Configure how payment processing fees are handled:

1. Go to Settings → Payment Methods → Fee Settings
2. Choose how to handle payment processing fees:
   • Absorb fees (business pays)
   • Pass fees to client
   • Split fees
3. Set up platform fees for marketplace scenarios
4. Configure different fee structures per business if needed

Payment Notifications

Stay informed about payment activities:

1. Navigate to Settings → Notifications → Payment Alerts
2. Configure notifications for:
   • Successful payments
   • Failed payment attempts
   • Pending authorizations
   • Refunds and disputes
3. Choose notification methods (email, SMS, in-app)
4. Set specific notification rules per business

Payment Reconciliation

Track and reconcile payments across businesses:

1. Go to Reports → Payment Reconciliation
2. View all payments with their status
3. Match payments to invoices
4. Handle unmatched or partial payments
5. Generate reconciliation reports per business or across all businesses

Handling Refunds and Disputes

Process refunds and handle payment disputes:

1. Navigate to the invoice with the payment to be refunded
2. Click Process Refund
3. Enter refund amount and reason
4. Submit the refund
5. For disputes, access the Disputes section and follow the resolution workflow

Payment Security

Ensure secure payment processing:

1. PCI-DSS compliance for credit card processing
2. Encrypted payment information
3. Fraud detection tools
4. IP and location verification

Best Practices

• Offer multiple payment options to improve client experience
• Regularly reconcile payments across all businesses
• Keep payment provider information up-to-date
• Monitor for failed payments and follow up promptly
• Set up clear payment terms on all invoices
• Regularly review payment processing fees to optimize costs across businesses