Stripe: payments, subscriptions, refunds
Stripe is the recommended payment processor for nearly every Intellivizz CRM client. Once connected, you can charge cards from invoices, sell products through funnels, run subscriptions, and automate dunning.
What the Stripe integration enables
Charging cards on file from invoices
Selling products through Funnels and the Memberships module
Recurring subscriptions with proration on upgrades/downgrades
Automated invoice reminders and dunning for failed payments
Refunds initiated directly from your Intellivizz CRM dashboard
Stripe Tax integration if you've enabled it in Stripe (auto-calculates sales tax / VAT / GST by jurisdiction)
Webhook sync — Stripe-side changes (refund, dispute, subscription cancel) reflect in your CRM in seconds
Connect Stripe
Go to Settings → Payments → Stripe
Click "Connect with Stripe"
Sign in to your existing Stripe account, OR create one (10–15 minutes — you'll need EIN, business address, owner ID, and bank routing/account numbers)
Complete Stripe's identity verification — this can take a few hours to 1 business day for new accounts
Return to Intellivizz CRM — the connection is active when status shows "Connected: live mode"
WARNING — Live vs. test mode
Stripe has two modes: live (real money) and test (sandbox). Make sure your Intellivizz CRM is connected to live mode before sending real invoices. Test-mode invoices accept fake card numbers (like 4242 4242 4242 4242) and don't actually charge.
Beyond Stripe: other supported processors
PayPal: supported as a secondary checkout option — good for international customers
Square: supported for in-person card-present transactions
Authorize.net: available for clients with existing merchant accounts
NMI / Razorpay: available on request for specific markets
