Set up Stripe credit card payments

triConvey has partnered with Stripe to provide a seamless credit card payment solution on invoices created in triConvey.

Get paid faster, reduce time spent chasing debtors and improve cash flow for your firm with Stripe credit card payments.

Table of Contents

• Before you begin
• Getting Started
• Connect your Stripe account to triConvey
• How to record a trust deposit from a credit card
• How to record payment into an operating account from a credit card
• Getting support with Stripe payments
• Frequently Asked Questions

Before you begin

Set up a Stripe account.  Standard Stripe transaction fees apply for both domestic and international credit card transactions.

Getting Started

1.    Ensure you have entered your Trust Account details in Firm Settings of the triConvey Companion Site Web App.

2.    Ensure you have entered your Operating Bank Account details in Firm Settings. 

Connect your Stripe account to triConvey

Create a Stripe account. If you have an existing Stripe account, a new account will be created for you in Stripe once you connect it to triConvey. This is normal as the Stripe Connect integration works like this to ensure your existing account is not changed.

Important:  Separate Stripe accounts with separate email addresses must be created for each Trust and Operating account you wish to connect.

1.    Open the triConvey Companion Site web app.

2.    Select the gear icon from the bottom-left corner and then select Firm Settings.

3.    Select Payment Provider from the left menu.

4.    Choose the account to link from the Linked Account Setup section. 

5.    Follow the prompts to link your Operating Account for invoice payments and Trust Account for trust deposits.

6.    Once successfully connected, you’ll see an Active message:

7.    Under Invoice Payment Options, choose whether you want to:

• Include a payment link on the invoice.
• Include a Scan to pay QR code on the invoice.
• Pass Stripe fees on to your client as an amount on top of the total invoice, or have your firm absorb the fee amount.

  Tip:  This option is unavailable for deposits made into trust accounts as per Law Society regulations.  The Stripe fee will be added to your client's payment by default for trust account deposits.

How to record a trust deposit from a credit card

1.    Open a Matter from the triConvey Companion Site Web App.

2.    Select the Transactions tab.

3.    If your client wishes to deposit funds over the phone or in person, select Credit Card Deposit.

4.    In the Amount field, enter the total amount the client intends to deposit into Trust.

5.    Stripe fees will then be added on top and the total to be paid is displayed in the Total amount of charge field.

Tip:   Your firm will not receive or handle the Stripe fees, as Stripe will debit them.

6.    If your client requests to make a deposit themselves, select Credit Card Deposit Request to send them an email with a link to the Stripe credit card portal to make their payment.

Tip:  This option will only display if you've successfully connected your Stripe account to triConvey.

Once a credit card Trust Deposit is processed in triConvey or via the Stripe payment portal by your client, a trust account receipt is automatically generated in triConvey for the matter.

How to record payment into an operating account from a credit card

When you send a PDF invoice to your client, a Pay Now button and QR code (if enabled) will appear under the amount due.

When you send an eInvoice to your client, the Pay Now button will show on the top-right.

Once your client selects Pay Now or scans the QR code on the invoice, they will be sent to a credit card portal powered by Stripe, and with your brand logo displayed on the top-left corner.

After they enter their card details and select Process, a deposit entry will be created in triConvey and payment will be applied to the corresponding invoice.

If part payment is made against multiple invoices, the payment will automatically apply to the oldest invoice first.

Getting support with Stripe payments

The scope of triConvey Support extends to resolving issues that occur when using triConvey to collect or request payments via Stripe. For issues with the payment itself, e.g. funds being withheld by Stripe or issues with Stripe accepting your bank account details, please contact Stripe Support.

Frequently Asked Questions