Documentation

Payment Settings

Payment Settings

The Payment Settings page allows you to configure how your organization accepts payments for adoption fees. Transfur supports integration with Stripe for credit card payments and Venmo for mobile payments.

Stripe Connect Integration

Stripe Connect enables your organization to accept credit and debit card payments directly through Transfur.

Setting Up Stripe Connect

Navigate to Settings → Payments
Click Connect with Stripe
Select your organization type - Company/Organization for registered businesses, LLCs, or general organizations, or Non-Profit for registered 501(c)(3) non-profit organizations
Click Continue to Stripe
Complete Stripe's onboarding process - provide organization details, add bank account information, verify your identity, and accept Stripe's terms of service
Return to Transfur after completing onboarding

Stripe Account Status

After connecting, you'll see your account status:

  • ✅ Active - Ready to accept payments
  • ⏳ Pending - Account under review by Stripe
  • ⚠️ Restricted - Additional information required
  • ❌ Incomplete - Onboarding not finished

Managing Your Stripe Account

Once connected, you can:

  • View Dashboard - Access your Stripe Express dashboard
  • Refresh Status - Update your account status
  • Complete Setup - Finish any pending requirements

Creating Adoption Invoices

Once payment processing is configured, you can create invoices for adoption fees.

How to Create an Invoice

Go to the adopter's profile
Navigate to the Adoptions tab
Find the relevant adoption
In the Payment Tracking section, click Create Invoice
Enter the adoption fee amount
Choose whether to send an invoice email immediately
Click Create Invoice

Invoice Features

Each invoice includes:

  • Unique invoice number
  • Payment link for online payment (Stripe or Venmo)
  • Due date (7 days from creation)
  • Adoption details
  • Your organization information
  • Pay with Venmo button (if Venmo is configured)

Invoice Management

For each invoice, you can:

  • Copy Payment Link - Share the payment link manually
  • Resend Invoice - Send the invoice email again
  • Track Status - Monitor payment status
  • View payment history

Invoice Email System

When creating invoices, you can automatically send professional email invoices to adopters.

Email Contents

Invoice emails include:

  • Organization name and branding
  • Invoice number and amount
  • Payment due date
  • Direct payment link button (Stripe or Venmo)
  • Adoption animal information
  • Alternative payment methods (if configured)

Email Delivery

  • Emails are sent via Mailgun
  • Delivered to the adopter's email address
  • Professional HTML formatting
  • Mobile-friendly design

Payment Status Tracking

Track all payments in one place:

Invoices created but not yet paid

Email invoice has been sent to adopter

Payment successfully received

Payment attempt failed

Payment was refunded

Financial Reports

Access payment data for reporting:

  • Total payments received
  • Pending invoices
  • Payment history
  • Export capabilities

Security & Compliance

PCI Compliance

  • All card processing handled by Stripe
  • No sensitive card data stored in Transfur
  • PCI DSS compliant infrastructure

Data Protection

  • Encrypted payment links
  • Secure API communications
  • Regular security updates

Best Practices

  1. Set Clear Fees - Establish standard adoption fees
  2. Prompt Invoicing - Create invoices promptly after adoption approval
  3. Follow Up - Send reminders for unpaid invoices
  4. Keep Records - Download payment reports regularly
  5. Test First - Use Stripe test mode before going live

Troubleshooting

Stripe Connection Issues

If you can't connect to Stripe:

  • Ensure you have admin permissions
  • Check your internet connection
  • Try a different browser
  • Contact support if issues persist

Invoice Creation Problems

If invoices aren't creating:

  • Verify Stripe is fully connected
  • Check the adoption status
  • Ensure amount is valid
  • Try refreshing the page

Email Delivery Issues

If invoice emails aren't received:

  • Check spam/junk folders
  • Verify email address
  • Try resending the invoice
  • Check email logs

Fee Structure

Stripe Fees

Standard Stripe processing fees apply:

  • 2.9% + $0.30 per successful charge
  • Lower rates available for non-profits
  • No monthly fees
  • No setup fees

Transfur Fees

Transfur charges a .5% fee. This allows us to provide the Stripe integration which allows for a fast setup and no need to create a separate Stripe account. This makes your transaction fees a total of 3.4% + $0.30 per successful charge.

Venmo Fees

Venmo payments:

  • No fees for standard transfers from Venmo balance or bank account
  • 3% fee if adopter pays with credit card through Venmo
  • No additional Transfur fees for Venmo payments
  • Funds received directly to your Venmo account

Alternative Payment Methods

Venmo Integration

Venmo provides a convenient way for adopters to pay using their mobile devices.

Setting Up Venmo

Navigate to Settings → Payments
In the Alternative Payment Methods section, click Edit
Enter your Venmo username (with or without the @ symbol)
Add any additional payment instructions (optional)
Click Save Changes

How Venmo Payments Work

When you create an invoice with Venmo configured:

  • A Pay with Venmo button is automatically added to the invoice
  • The button creates a direct payment link with:
    • Your Venmo username
    • The exact adoption fee amount
    • Invoice number in the payment note
  • Adopters can click the button to open Venmo and complete payment
  • The invoice email includes the Venmo payment button

Venmo Payment Features

  • One-Click Payment - Adopters tap the button to pay instantly
  • Pre-filled Amount - No need to manually enter the payment amount
  • Automatic Notes - Invoice number included for easy tracking
  • Mobile Friendly - Works seamlessly on phones and tablets

Managing Venmo Payments

After receiving a Venmo payment:

  1. Go to the adoption's payment tracking section
  2. Find the invoice with status "Invoice Sent"
  3. Click Mark Paid to record the payment
  4. Select "Other" as the payment method
  5. Add any relevant notes
  6. The invoice status updates to "Paid"

Other Payment Options

Organizations can also:

  • Accept cash or check (mark as paid manually)
  • Use external payment systems
  • Provide custom payment instructions in invoices
  • General - Organization verification may affect payment features
  • Adoption - Configure adoption process and fees
  • Billing - Manage your Transfur subscription