Stripe fees, plans and refunds
What you pay QuoteCloud, what Stripe charges for each card payment, where Zapier fits, and how a refund works when plans change.
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QuoteCloud Payments is included on the Essentials, Business and Enterprise plans. Stripe charges its own fees for each card payment, and they vary by country and provider, so check your Stripe account. Refunds are made in your Stripe Dashboard, which opens from the team's Payment Settings; a Zap on Document Payment Event can log them.
Last reviewed by the QuoteCloud team
Which QuoteCloud plan do I need for Stripe?
QuoteCloud plans are priced per user per month. Each plan includes everything below it.
Essentials, US$39 per user per month
QuoteCloud Payments with Stripe or PayPal, the Zapier app and API, custom data items and the product library.
Business, US$59 per user per month
Everything in Essentials, plus approval workflow, scheduled document send, the sales forecast and the reports dashboard.
Enterprise
Everything in Business, for larger teams. Payments are included.
What does each card payment cost?
Three parties can charge you. Only one of them charges per payment.
Stripe's own fees
Stripe charges its fees on each card payment, under your Stripe account's terms. They vary by country and provider, so check the pricing in your Stripe account.
Your QuoteCloud plan
QuoteCloud Payments comes with Essentials and up. You can try it during the free 14-day trial with your own Stripe account.
Zapier, only if you use it
Zapier bills for its own plan. After-payment Zaps create no QuoteCloud documents, so the per-document fee for documents made through Zapier or the API doesn't apply to them.
How do refunds work?
Refunds are made in your Stripe Dashboard, which opens from the team's Payment Settings tab in QuoteCloud. Stripe returns the money to the card that paid.
Jordan Pike paid $1,353.00 for two seats at Tallowood Learning Co.'s writing course. When one colleague can't attend, Tallowood refunds $676.50 from its Stripe Dashboard: one seat with its coaching session.
- Full or partial refunds, under Stripe's own rules and timing.
- Disputes and payouts are handled in Stripe, too.
- Document Payment Event fires on a refund, so a Zap can log it.
Card payment
$1,353.00Partially refunded
- Paid
- Tue 27 Oct, 9:14 am
- Payment method
- Card ending 4242
- Refunded
- $676.50 · Thu 29 Oct
- Net
- $676.50
Timeline
- Refund of $676.50 issued from the Stripe DashboardThu 29 Oct, 2:20 pm
- Payment of $1,353.00 succeededTue 27 Oct, 9:14 am
Illustration of a payments dashboard with sample data, not Stripe's screen.
Log every refund, and fix the books
Optional. The refund itself is made in Stripe; this Zap tells everyone else.
ZapPayment refunded: tell finance, credit the invoice
-
When
QuoteCloudTriggerDocument Payment EventFires when a payment against a document is received, fails or is refunded; set its Payment Event field to refunds.Passes on
- Document reference
- Recipient
- Amount
-
Then
SlackActionSend Channel MessageMapped in
- Channel
- Message Text
-
Or
XeroAction · optionalCreate Credit NoteMapped in
- Type
- Contact
- Date
Check the trigger's test data for the amount and event fields before mapping them.
Tallowood's finance channel hears about the $676.50 refund on TL-R-3051 straight away, and the bookkeeper's credit note is drafted in Xero with the same reference.
Result
Nobody learns about a refund from the bank statement.
QuoteCloud's Zapier app: Essentials and up
All after-payment recipesTry it before you choose a plan
QuoteCloud Payments is in the free 14-day trial. Connect your own Stripe account and take a small test payment on your own quote.
Fee and refund questions
Which QuoteCloud plans include Stripe payments?
Essentials, Business and Enterprise. QuoteCloud Payments isn't on the Free or Starter plans. You can try it in the free 14-day trial by connecting your own Stripe account.
What does Stripe charge?
Stripe charges its own fees on each card payment, under your Stripe account's terms. The fees vary by country and provider, so check the pricing in your Stripe account rather than relying on a figure here.
How do I refund a client?
From your Stripe Dashboard, which opens from the team's Payment Settings tab in QuoteCloud. Stripe handles full and partial refunds under its own rules. QuoteCloud's Document Payment Event trigger fires on a refund, so a Zap can log it or draft a credit note.
Do after-payment Zaps cost a per-document fee?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume is for documents created through Zapier or the API. A Zap that starts from a payment and writes to Xero, QuickBooks Online or Slack doesn't create a QuoteCloud document.
More on QuoteCloud and Stripe
Every payment moment, then how to connect Stripe and the limits.
- Take a deposit when the client acceptsA percentage or a fixed amount, worked out from the price table and paid by card the moment they sign.
- Get paid in full on signingRegistrations, call-out fees and small fixed-price jobs paid in full by card as the client signs.
- Part payments and milestonesThe deposit by card in the document, the milestones on your own invoices, and a Zap when it's part paid.
- Card payments inside the documentWhat your client sees: choose, sign, pay by card on the same page, and the receipt.
- Automated payment remindersSigned but not paid yet: automated reminders, the Accepted filter, and a Zap when a payment fails.
- Payment status on the QuoteCloud dashboardDocuments marked Paid, the Paid filter, the payment in the history, team by team.
- After-payment automation with ZapierDocument Paid and Document Part Paid start Zaps: an invoice in Xero or QuickBooks Online, a Slack message.
- Connect Stripe to QuoteCloud, step by stepPayment Settings, Continue Onboarding, then the $ Payments panel on a template or a document.
- What QuoteCloud with Stripe can and can't doWhat the connection does, where it stops, and what we haven't confirmed yet.
- FAQAnswers to the questions teams ask before taking card payments in QuoteCloud.
Know what it costs, then switch it on.
Start a free 14-day trial of QuoteCloud and connect your Stripe account to see payments end to end.