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    PointWake CRM Training Video

    Start Collecting Payments with Stripe

    Connect an approved Stripe account so supported payment features can process transactions.

    Start Collecting Payments with Stripe . 0:58 . Intermediate . Payments . Source: Start Collecting Payments with Stripe (LeadConnector)

    Ask About CRM Payments Open on YouTube (opens in a new tab)

    About this video

    Start Collecting Payments with Stripe is a 0:58 walkthrough in the PointWake CRM training library. Connect an approved Stripe account so supported payment features can process transactions. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.

    Getting paid faster is usually the quickest win in a service business. This walkthrough shows how PointWake CRM sends the request and records the payment. It is filed under Payments at a intermediate level. It helps to have your account basics in place before you follow along. Payment availability, fees, underwriting and account approval are controlled by the payment processor and the selected platform plan. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.

    This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to ask about crm payments below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.

    What you will learn

    • Where start collecting payments with stripe lives inside PointWake CRM and what it controls
    • Connect an approved Stripe account so supported payment features can process transactions
    • How this step connects to the rest of your lead follow-up so nothing is handled twice
    • The caution to keep in mind: Payment availability, fees, underwriting and account approval are controlled by the payment processor and the selected platform plan.
    • What to check afterwards before you rely on it with real customers
    Back to the full video libraryExplore PointWake CRMTraining CenterBook a Free 15-Minute Discovery Call