How to Receive Manual Payments via Credit Card (Stripe) Within HaloPSA from an Invoice

Goal

This guide will help you easily receive manual payments through credit card using Stripe within HaloPSA for invoices.

Prerequisites

Access to your HaloPSA account.
A Stripe account set up and linked to your HaloPSA instance.
Appropriate permissions to manage invoices in HaloPSA.

Step-by-Step Process

1. Log into HaloPSA

Visit https://psa.dtctoday.com and enter your credentials to log in to your account.
![SCREENSHOT PLACEHOLDER – <Login page>]

2. Navigate to Invoice Management

From the left-hand sidebar, find and click on Invoices.
![SCREENSHOT PLACEHOLDER – <Invoices menu>]

3. Access Unpaid Invoices

Click on Unpaid Invoices to view all existing unpaid invoices.
![SCREENSHOT PLACEHOLDER – <Unpaid invoices list>]

4. Select an Invoice

Identify the invoice for which you wish to receive a manual payment.
Click on the desired invoice to open its details.
![SCREENSHOT PLACEHOLDER – <Selected invoice details>]

5. Review Invoice Details

Ensure that all the invoice details are correct, including the amount due and the due date.
![SCREENSHOT PLACEHOLDER – <Invoice details view>]

6. Prepare for Manual Payment

At the top of the invoice details page, locate the Receive Payment button.
Click on this button to initiate the payment process.
![SCREENSHOT PLACEHOLDER – <Receive Payment button>]

7. Choose Payment Method

Select Credit Card as the payment method from the list of payment options.
If you do not see the option for Stripe, verify that your Stripe account is properly configured in the finance settings.
![SCREENSHOT PLACEHOLDER – <Payment method selection>]

8. Enter Payment Details

A form will appear for you to enter the customer's credit card details:
- Card Number: Enter the 16-digit card number.
- Expiration Date: Choose the expiration date from the dropdown.
- CVC: Enter the 3-digit security code.
Ensure that all information is entered accurately.
![SCREENSHOT PLACEHOLDER – <Credit card information form>]

9. Process Payment

After entering the necessary details, click on the Submit or Process Payment button to complete the payment.
You should see a confirmation message if the payment is successful.
![SCREENSHOT PLACEHOLDER – <Payment confirmation message>]

10. Update Invoice Status

Once the payment is processed, the invoice status should automatically update to Paid.
Make sure the receipt is emailed or provided to the customer appropriately.
![SCREENSHOT PLACEHOLDER – <Invoice status update>]

11. Overview Transaction Records

To verify the transaction, navigate back to the Finance section and view your payment records for confirmation.
![SCREENSHOT PLACEHOLDER – <Payment records overview>]

12. Troubleshooting

Payment Failure: If the payment fails:
- Double-check the credit card details for accuracy.
- Review your Stripe account for any error messages.
- Ensure permissions and payment gateway settings are correct.

FAQ / Troubleshooting

What should I do if my payment fails?
- Ensure that the credit card information is entered correctly. Consult your Stripe dashboard for more error details.
Can I see transaction history?
- Yes, transaction history can be accessed under the Finance or Transaction section in HaloPSA.
What if I need to issue a refund?
- Locate the payment record and check if there is an option to issue a refund through Stripe directly.

Additional Resources

Change Log

Date	Changes Made
2025-07-28	Initial creation of the guide
2025-07-29	Modified based on user feedback

This guide should assist users in effectively receiving credit card payments via Stripe in HaloPSA for their invoices. For further questions or assistance, please contact your system administrator or support team.