Add online payment links
Connect Stripe to your workflow and add a payment link or button to any document or email Portant generates. Each output gets its own unique link, so the amount, currency, and description can change per row.
Connect your Stripe account
On the right side of any document or email block, you'll see the section to accept payments via Stripe. Click Add.
Click Connect.
Sign in to your Stripe account, or create a new one.
Once Stripe is set up, click Refresh to sync the connection.
You can now add payment links from this Stripe account to any of your workflows.
Note: On a Teams account, you can mark a Stripe account as the one used for shared Team workflows. Only Team Editors can change this.
Customise your payment link
Set the currency, amount, and description for the payment. These can be static values, or you can use {{tags}} from your source so each output has its own amount and description.
Once the details are set, you can insert the link or button into your document. Expand the row to preview the Stripe payment button.
The button is inserted as an image, so you can crop it to hide the payment-method logos under the button if you want a cleaner look.
Note: When you insert the payment button, it's added at the end of your document. Move it where you want it after.
You can also change the link display text. Expand the row:
Now the link can read something like Pay online instead of the raw URL.
What the recipient sees
When the document is generated, Portant creates a payment link unique to that output. When the recipient clicks the link, they go to a Stripe checkout page.
The branding and colours on the checkout page come from your Stripe settings: https://dashboard.stripe.com/settings/branding/checkout.
Payment fees
Two fees apply: the Stripe processing fee, and the Portant fee. The Stripe fee is set by Stripe. The Portant fee depends on your plan.
| Tier | Fee |
|---|---|
| Free | 5% + Stripe fees |
| Pro | 1% + Stripe fees |
| Teams | 0.5% + Stripe fees |