Payment and Integrations

Stripe

Product Requirements Document (PRD): Enhanced Stripe Integration for Agency Handy

Objective

Expand Stripe integration in Agency Handy to support one-time payments, subscription services, and manual orders while accommodating Stripe's region-specific requirements, such as address collection for Indian businesses.

Business Need

Streamlined Payments: Facilitate one-time and subscription-based payments with automated invoicing.

Regional Compliance: Comply with Stripe regulations in the Indian market.

Comprehensive Financial Tracking: Ensure all payment details are accurately reflected in invoices and reports.

User Goals

Agencies:

Automate invoicing and payment collection for all order types.

Manage payment cycles for subscriptions without manual intervention.

Clients:

Pay for services securely, including catalog purchases and subscriptions.

Use Stripe to pay invoices and orders in multiple currencies.

Functional Requirements

1. Catalog Purchases

One-Time Payments:

Clients can pay directly via Stripe for services purchased through the catalog.

Invoice Generation:

Automatically generate an invoice after the payment.

Indian Region Compliance:

For businesses in India, collect the client’s address before completing the payment.

2. Subscription Payments

First Payment:

Collect the initial payment upon subscription purchase via Stripe.

Recurring Payments:

Automatically charge clients based on the service cycle (e.g., monthly, quarterly).

Generate an invoice for each recurring payment, detailing payment information and service period.

3. Manual Orders and Invoices

Payment via Stripe:

Allow clients to pay for manually created orders and invoices using Stripe.

Manual Subscription Handling:

For manual subscriptions:

Agencies will create and send the first invoice manually.

Automatically charge subsequent payments based on the service cycle and generate invoices.

4. Multi-Currency Support

Accept payments in all currencies supported by Stripe.

Display the currency clearly on invoices and during the payment process.

5. Invoice Integration

Invoice Details:

Include all payment details, including amount, currency, payment date, and method, for each transaction.

Automated Invoice Creation:

Create invoices for both one-time and subscription payments.

6. Regional Adaptations for India

Client Address Collection:

Before payment for catalog purchases, collect and store the client's billing address as required by Stripe for Indian businesses.

7. Payment Management

Notifications:

Notify agencies and clients of successful payments, failed payments, and upcoming subscription renewals.

Failed Payments:

Retry failed subscription payments up to three times and notify the client to update their payment method.

Acceptance Criteria

Clients can securely pay for catalog purchases, subscriptions, and manual invoices via Stripe.

Invoices are automatically generated and include all payment details.

Payments for subscriptions are automatically processed based on the defined cycle.

Address collection is mandatory for catalog purchases for Indian-region businesses.

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