| Applies toStripe | AudienceAll users | Last updatedOctober 04, 2025 |
Create Payment Methods
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From the account page, click the Payment Terminal button (you need to create the Payment Terminal button for the account object).
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The system will display saved payment methods. Follow the screen flow to update/create payment methods.
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Payment Transactions
When you start a new payment transaction (request, authorization, charge), the system will create a payment transaction and a payment activity related to the payment transaction. Capture, void, and refund will add a new payment activity linked to the payment transaction.
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Open the payment terminal screen from the record page. The system will display the existing payment transactions and also available actions for each payment transaction.
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You can start a new transaction (Request, New Authorization, and New Charge). Follow the screen flow to complete a transaction.
Payment Link
When customers receive a payment link email, the email should contain a link that they can open to make a payment. The payment portal will look like this:
Sales Invoice/Source Object Record Name - The system displays the label using the Object’s name.
Amount - Total amount requested.
Pay Amount - This is the amount that the customer will pay. If the payment request allows partial payment, this field will be editable.
Payment Method - The system displays payment methods that were selected for the payment request. Customers can choose Other to use a new payment info. When Other is checked, the system will display the Card Info fields.
Save payment information for the future - If checked, the system will create a payment method. The payment request will be linked to the payment method.
Billing Address fields - The fields are populated automatically from the account when the payment request is sent.
Decline button - Customer can decline a payment request. When this happens, the Status of the payment link will be updated to Declined.
Article Stripe-Payment-Terminal · Last updated October 04, 2025 · GoldFinch ERP Help Center
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