To create a checkout pages you must first link your stripe account.  You can read how to link your Stripe account here:  Connecting Your Stripe Account. 

Once you have linked your Stripe account you can then create checkout pages for your clients.  To get started click on the Payments Tab.

Click New Payments Page:

You can either do a blank Check out page or use our starter template:

Starter Template Sample

 

Client Info (your clients details): You do not need to enter each item, but those left blank will not show on your invoice.

  1. Change the Name of the Checkout page
  2. Select the Customers StickyApp to assign the checkout page (this will connect your app with the payment page in stripe).
  3. Customers Name
  4. Customers Business Name
  5. Customers Business Address
  6. Customers Phone
  7. Click Next

Your Info (your business details):
 
  1. Your business Name
  2. A business slogan (if you have one)
  3. Add your phone number

Notes:

This section is where you can add notes to your client. This can be anything for a note about the amount paid as a down payment, to the note that after six months their monthly payment will go up or down.  

 

Create your Plan(s):  You can have up to three plans per checkout page. You do not have to use the same plans for each client.  This information is prepopulated if you use the Starter template.

Plan Options/Features:

1. Plan Name - this is what you can give each level of service. Example Gold, Silver, Bronze or Elite, Professional, Starter

2. Monthly Price - This is the amount your client is charged each month. You can use USD, GBP, AUD, CAD and EUR when setting up your payments. Your client will be charged in the currency selected. 

3. Sales Tax - this is where you can add on local sales tax.  Please make sure to consult a professional in your area as to the requirements.  This is added on to your Monthly and Annual Payments when presented to the client.

4. Features - This is where you list all the services you are providing for each plan. Be specific as you can be - so that clients know what they are getting.

5. Annual Pricing - Client can pay the fee annual, this not turned on by default you will need to select this option.  

6. Discount- you can discount the annual plan if you would like.  

7. Duplicate or Delete - this allows you to duplicate this plan to create your next plan for this client.  You can also delete the plan here if needed.

 

 

Review and Publish:

When you have added your all your plans then last step is to review and publish your checkout pages.  You will go through each page again, to check for updates and accuracy.

Once you are done click on the tab - Review & Publish.  

Note: you can not review your site until you have first published the site.

Publish:  To make the checkout page visible for your client you must publish the page. Select the toggle to the right titled "Make this page live and visible to your clients". This publishes the checkout page.

Review: To see what your page looks like. Click the blue Preview in a New Window button

Sharing the Checkout Page: email the link from the browser bar or have the page loaded to your mobile device and share it with your client using your phone, tablet or computer.

Editing: You not have to complete the checkout page when created. The page can be updated and edited any time up until the client pays. If they have paid you can still edit the their payment options: How Do I Edit a Closed Checkout Page