Knowledge BasePayments & InvoicingPayment Integration Setup
    Payments & Invoicing

    Payment Integration Setup

    Payments & Invoicing

    Payment Integration Setup

    Lead Fuel CRM allows you to accept payments directly within the platform by connecting a payment processor. Once set up, you can collect payments through invoices, order forms, funnels, and membership products.

    Connecting Stripe

    Stripe is the primary payment processor supported by Lead Fuel CRM. To connect your Stripe account:

    Step 1:Navigate to Settings > Payments from the left sidebar.
    Step 2:Click "Connect Stripe" to begin the integration process.
    Step 3:If you already have a Stripe account, log in with your credentials. If not, you can create a new Stripe account during this process.
    Step 4:Authorize Lead Fuel CRM to access your Stripe account for processing payments.
    Step 5:Once connected, your Stripe account status will show as "Active" in the Payments settings.

    Supported Payment Methods

    With Stripe connected, you can accept the following payment methods:

    • Credit and debit cards (Visa, Mastercard, American Express, Discover)
    • ACH bank transfers (for US-based transactions)
    • Apple Pay and Google Pay (on supported devices and browsers)
    • Link by Stripe (fast checkout for returning customers)

    Payment Settings

    After connecting your processor, configure your payment preferences:

    • Default Currency: Set your primary currency for all transactions.
    • Payment Notifications: Choose whether to receive email notifications for successful payments, failed payments, and refunds.
    • Receipt Emails: Enable automatic receipt emails sent to customers after each payment.
    • Test Mode: Use test mode to verify your payment setup before going live with real transactions.

    Tip: Always process a test transaction after connecting your payment processor to confirm everything is working correctly. Use Stripe's test card numbers to simulate payments without any real charges.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group