Note: This article covers Catalog Machine V2. For help with the previous version's order management, see this article.
Overview
Catalog Machine uses Stripe for secure online payment processing. Once configured, customers can pay for orders directly from your catalogs and showroom using credit cards, with funds deposited into your bank account.
Read how to set up customer orders/requests, configure order fields / forms, and customize email notifications.
Quick Setup Guide
Prerequisites
Active Catalog Machine account with orders enabled
Valid business information for Stripe account verification
Bank account for receiving payments
3-Step Setup
Connect Stripe Account: Link or create Stripe account
Configure Payment Settings: Currency, fees, tax, shipping
Test Payment Flow: Verify everything works correctly
Step 1: Connect Stripe Account
Initial Connection
Navigate to Orders → Settings → Payments
Click Connect with Stripe button
Choose your path:
New Stripe Account:
Fill out business information form
Provide tax ID, business address, bank details
Complete identity verification
Existing Stripe Account:
Sign in with your Stripe credentials
Authorize Catalog Machine access
Confirm account connection
Step 2: Payment Configuration
Basic Payment Settings
Enable Payments:
Toggle Accept Online Payments
Choose payment flow (immediate vs. order-then-pay)
Currency Selection:
Choose your primary currency
Affects all pricing display and processing
Payment Methods:
Credit/debit cards (Visa, MasterCard, Amex)
Digital wallets (Apple Pay, Google Pay) - automatic
Bank transfers (ACH) - available in some regions
Customer Payment Experience
Payment Flow
From Customer Perspective:
Browse catalog/showroom products
Add items to order
Fill out customer information
Review order total with tax/shipping
Click Pay Now button
Enter credit card details (secure Stripe form)
Complete payment and receive confirmation
Payment Security:
Stripe Elements secure card input
PCI DSS compliant processing
No card data stored on Catalog Machine servers
SSL encryption for all transactions
Payment Confirmation
Immediate Feedback:
Success/failure message
Order confirmation number
Automatic email receipt
Order Status:
Paid orders marked automatically
Admin notification of payment
Integration with order management
Order Management with Payments
Processing Paid Orders
Paid Order Workflow:
Customer completes payment
You receive email notification
Order appears as "Paid" status
Process and fulfill order
Mark as "Closed" when complete
Payment Reporting
Transaction Overview:
View payments in Orders dashboard
Payment status indicators
Transaction IDs and amounts
Stripe Dashboard:
Detailed transaction history
Payout schedules and amounts
Fee breakdown and analytics
Tax reporting tools
Troubleshooting
Common Payment Issues
"Pay Now" Button Not Appearing:
Check Stripe account connection status
Verify payments are enabled in settings
Ensure products have prices set
Check inventory availability (if enabled)
Confirm order meets minimum requirements
Payment Failures:
Declined Cards: Customer should contact bank
Insufficient Funds: Customer needs different payment method
Expired Cards: Customer needs to update card info
International Cards: May be blocked by bank
Connection Problems:
Re-authorize Stripe connection
Check business verification status
Contact support if issues persist
Getting Started Checklist
Before You Begin
Gather business information (tax ID, address, bank details)
Prepare identity verification documents
Plan your pricing and tax strategy
Review Stripe's terms of service
Setup Process
Connect Stripe account in Orders → Settings → Payments
Complete business verification process
Configure currency and payment settings
Set up sales tax and shipping fees
Test payment flow with test orders
Enable payments in your catalogs/showroom
Monitor first transactions and payouts
Go Live
Announce payment acceptance to customers
Monitor payment analytics and success rates
Set up regular payout monitoring
Plan for customer payment support
Need More Help?
Our support team is available via chat for any questions about setting up and managing your order system.
For Stripe-specific issues, contact Stripe Support directly.