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Configuration

After installing and activating the Stripe SEPA Direct Debit module, you need to configure your Stripe API credentials and adjust the module settings to match your business requirements.

Accessing the Settingsโ€‹

  1. Log in to your Perfex CRM admin panel.
  2. Navigate to the Payment Methods menu.
  3. Locate the Stripe SEPA Direct Debit payment method in the list.
  4. Click on it to open the configuration panel.

Stripe API Keyโ€‹

The module requires your Stripe API Key to communicate with the Stripe payment platform.

To retrieve your API key:

  1. Log in to your Stripe Dashboard.
  2. Navigate to Developers โ†’ API Keys.
  3. Copy your Secret Key (starts with sk_live_ for production or sk_test_ for testing).
  4. Paste the key into the Stripe API Key field in the module settings.
warning

Never share your Stripe Secret Key publicly. Keep it confidential and only enter it in secure, trusted configuration panels.

Settings Overviewโ€‹

SettingRequiredDescription
Stripe API KeyYesYour Stripe Secret Key used to authenticate API requests. Retrieved from the Stripe Dashboard.
Other SettingsNoAdditional optional settings available within the module configuration panel.
Test vs. Live Keys

Stripe provides separate API keys for test mode and live mode. Use keys starting with sk_test_ while testing the integration, then switch to sk_live_ keys when you are ready to accept real payments. You can find both sets of keys in the Stripe Dashboard.

Verifying Your Configurationโ€‹

After entering your API key and saving the settings:

  1. Navigate to the Payment Methods section and confirm that Stripe SEPA Direct Debit is listed as Active.
  2. Open a test invoice in the client portal to verify that the SEPA Direct Debit payment option is visible.
  3. If the payment option does not appear, double-check that your API key is correct and that SEPA Direct Debit is enabled in your Stripe account settings.
info

Make sure SEPA Direct Debit is enabled as a payment method in your Stripe account. You can check this under Settings โ†’ Payment Methods in the Stripe Dashboard.

Next Stepsโ€‹

  • How It Works โ€” Understand the full payment flow from customer bank details to completed payment.
  • Translation โ€” Customize the module language strings for your locale.

Supportโ€‹

If you need help configuring the module, please visit the Themesic Support Portal.