#cerebral_dmg
iron goblet
runic pendant
Hello! You would need to create two separate Invoices for that use case.
shell adder
What if I wanted to Hold a Security Deposit ? Is that possible
runic pendant
You can place a hold on a card, but that approach is not comptaible with Invoices.
shell adder
So invoice them for $1000 Payment but I want to hold $300 on top of incase of accidentals.
runic pendant
This is how you would place a hold, which does not use an Invoice: https://stripe.com/docs/payments/place-a-hold-on-a-payment-method
shell adder
SO I would have to place a hold separately then Send them an invoice for the services?
runic pendant
What do you mean?
shell adder
You can authorize a payment and capture funds separately without writing code.
In the Dashboard, create a new payment. Select One-time.
When you enter or select the payment method, select More options then Capture funds later.
The payment appears in your payments page as Uncaptured.
To capture the funds, go to the payment details page and click Capture.
runic pendant
Do you have the ID of the Payment Intent so I can take a look? Starts with pi_
runic pendant
Placing a hold does not involve an Invoice.
shell adder
the insturctions aren't complete on your website
runic pendant
So you went to https://dashboard.stripe.com/test/payments/new?
runic pendant
That link is directly from the instructions:
shell adder
create a new payment gives me a drop down to other opitions
runic pendant
Sorry, not sure I'm following. The highlighted part in the screenshot from the docs above is a link that goes to https://dashboard.stripe.com/test/payments/new
You're saying you see options there?
Like dropdown options?
It sounds like you're describing these options, but that link should bypass this entirely:
shell adder
so how do I get to that link from the dashboard. That is what I am not understanding
runic pendant
Right, but the link in the docs don't take you to the page with the Create payment button and dropdown, they take you to the creating a payment page directly.
You can go to the Payments page and click on Create payment and choose the Manual option to get there if you want as well.
As for sending it to the customer, that's not how it works. This is manual payment that happens immediately, it's not something you send to your customer to pay later.
shell adder
So I would have to contact the customer everytime to capture the secuitry deposit??
runic pendant
If you check the Capture funds later box then a hold is placed immediately and you then have 7 days to capture those funds.
shell adder
I want them to input the information
runic pendant
You can build a page on your site to do that using the guide I linked to above.
shell adder
I need to get with my website person then to add this feature then
But I wanted to do it with my direct customers that don't go through my website
boreal ridge
Alternatively could you use Stripe’s no code customer portal (https://stripe.com/docs/customer-management/activate-no-code-customer-portal) have the client add their payment method there then use the “Use a customers on file payment method”?
shell adder
It seems some simple that you guys could add
runic pendant
How do your direct customers provide payment information if they don't use your website? Do you rely exclusively on Stripe's hosted Invoice payment page?
shell adder
Yes either my website, Or I send them an invoice through Stripe Dashboard
and I also use Venmo and Zelle
runic pendant
Yeah, unfortunately Stripe Invoicing doesn't support placing a hold on funds. To do that you would need to build a payment form that lives on your website, or send them to a Checkout Session you create with server-side code.
boreal ridge
Alternatively could you use Stripe’s no code customer portal (https://stripe.com...
Would this work Rubeus as a work around?
runic pendant
That won't place a hold on funds, no.
boreal ridge
But it would allow the customers to save a payment method, is choosing a payment method the customer already has on file for hold supported?
boreal ridge
In the video it looks like an option?
runic pendant
Not sure I understand what you mean.
Oh, you mean use the Customer Portal to collect payment details, then use the Dashboard to manually place a hold using the payment details collected via the Customer Portal?
boreal ridge
Oh, you mean use the Customer Portal to collect payment details, then use the Da...
Yeah sorry I didn’t make that very clear 😅
There’s another option you see to “Use a customer’s on file payment method”, does that support capturing funds later?
runic pendant
I guess you could do that, but I wouldn't recommend it over the other options I mentioned above. It seems pretty convoluted.
It's a manual process that would be prone to failure and mistakes.
boreal ridge
I guess you could do that, but I wouldn't recommend it over the other options I ...
Oh definitely! Code is the way to go to make it seamless. But I was just trying to think of a no-code solution for OP.
runic pendant
I mean, this is the Stripe Developers server. We focus on code here. 😅
shell adder
I just wanted something easy I can do on the Stripe Dashboard
runic pendant
If you're here looking for no-code solutions you're in the wrong place. 😅
shell adder
yea I am not a coder lol my website is made on Wordpress lol
runic pendant
Yeah, you would be better off talking to Stripe support: https://support.stripe.com/contact/email
shell adder
isn't there a number I can call
runic pendant
No. You might be able to request a call here though: https://support.stripe.com/contact
shell adder
okay thanks Ill give that a shot
@boreal ridge The Customer Portal shows as a monthly subscription though?
boreal ridge
The no-code Customer Portal is usually used to allow customers to manage subscriptions, but you could configure it just to allow customers to manage payment methods on file.
boreal ridge
I recommend following this tutorial to set up the customer portal: https://stripe.com/docs/customer-management/activate-no-code-customer-portal