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The questions we get asked regularly. Don't see your question? Email us at info@chloepay.com and we will get back to you with a prompt response.
Yes. Please contact us for details at dev@chloepay.com
Yes. Here is a list of supported currencies: https://stripe.com/docs/currencies
No. No need to sign up for a stripe account or payment processor. You will need at least a checking account and register for stripe connect via our website.
Yes, but we need details of the payment processor and there might be an additional cost to implement.
Yes, but it must be enabled for your account and requires customers to pre-register due to 5-7 day ACH processing delay. We can discuss alternative options.
Yes. Stripe is our merchant processor so they provide credit cards accepted.
Yes. Our payment flow also accounts for differences in CC numbers/security codes for each.
Yes, currencies can be deposited to different bank accounts. Need to create and configure this on stripe connect and the chloe Webapp
You can use your existing phone number. It needs to be verified via the Chloe webapp. If you need a separate phone number, please contact us at dev@chloe.ai
No. However, if a customer calls that number, your regular phone charges will apply.
Yes. You can verify your non US number to manage payments. If you need a separate phone number, please contact us.
Yes. Just need to verify email. We can assist with this.
Yes. This is customizable. Currently this is the format:
Default subject: Payment request from <Company name> for <Customer name>
Body:
Dear <contact_first_name> <contact_last_name>,
<Company name> initiated a payment request for <opportunity ID or identifying ID>: <opportunity_id value>. The amount due for your transaction is {{flow.data.amount}} {{flow.data.currency}}.
Please use this link for online payment: <url for stripe charge>.
Best,
<Company name> .
Need to add a discount to the oppty products or adjust price of product. The field chosen for the payment charge cannot be changed directly.
Yes, but this needs to be configured within Salesforce. We could assist with this. Please contact us at sf at chloe.ai
Yes, but this needs to be configured within salesforce. We could assist with this. Please contact us sf at chloe.ai
Please refer to chloe.ai/docs/salesforce for implementation instructions
The app integrations are 1.5% per successful transaction. Authorized Credit card transactions are 2.9% + 50cents. ACH is 0.8% plus 50 cents with a maximum fee of $5.50.
Yes, please contact us to discuss. Info@chloe.ai
Need to add a discount to the oppty products or adjust price of product. The field chosen for the payment charge cannot be changed directly.
Login to your stripe account to issue refunds. If you do not have a stripe account, login to your chloe account to access the refund dashboard.
This depends on whether you choose same day disbursement which Stripe provides for a separate fee or if you accept standard disbursement which is 3-5 days. Funds are disbursed as they arrive
Connected accounts (vendor) are responsible for disputes and refunds. Please refer to our terms of service agreement
Currently we support english and spanish. Please advise of other languages you might require and we can discuss implementation. info@chloe.ai
It will be available only on Opportunities page. User will need to configure it first from the configuration screen of the solution.
No, only system administrator and system customizer can access it.
All contacts of that account with phone number added will be available in the list. If a contact has three phone numbers added, all three numbers will be available in the list.
Open the opportunity, and under run report option click on the report that is available. SSRS report will be available.
No, not right now but that can be configured.
No, Admin will have to open the opportunity main form and make the section visible. By default, it is hidden for users.
Yes. Please contact us for details at dev@chloepay.com
Yes. Here is a list of supported currencies: https://stripe.com/docs/currencies
No. No need to sign up for a stripe account or payment processor. You will need at least a checking account and register for stripe connect via our website.
Yes, but we need details of the payment processor and there might be an additional cost to implement.
Yes, but it must be enabled for your account and requires customers to pre-register due to 5-7 day ACH processing delay. We can discuss alternative options.
Yes. Stripe is our merchant processor so they provide credit cards accepted.
Yes. Our payment flow also accounts for differences in CC numbers/security codes for each.
Yes, currencies can be deposited to different bank accounts. Need to create and configure this on stripe connect and the chloe Webapp
You can use your existing phone number. It needs to be verified via the Chloe webapp. If you need a separate phone number, please contact us at dev@chloe.ai
No. However, if a customer calls that number, your regular phone charges will apply.
Yes. You can verify your non US number to manage payments. If you need a separate phone number, please contact us.
Yes. Just need to verify email. We can assist with this.
Yes. This is customizable. Currently this is the format:
Default subject: Payment request from <Company name> for <Customer name>
Body:
Dear <contact_first_name> <contact_last_name>,
<Company name> initiated a payment request for <opportunity ID or identifying ID>: <opportunity_id value>. The amount due for your transaction is {{flow.data.amount}} {{flow.data.currency}}.
Please use this link for online payment: <url for stripe charge>.
Best,
<Company name> .
Need to add a discount to the oppty products or adjust price of product. The field chosen for the payment charge cannot be changed directly.
Yes, but this needs to be configured within Salesforce. We could assist with this. Please contact us at sf at chloe.ai
Yes, but this needs to be configured within salesforce. We could assist with this. Please contact us sf at chloe.ai
Please refer to chloe.ai/docs/salesforce for implementation instructions
The app integrations are 1.5% per successful transaction. Authorized Credit card transactions are 2.9% + 50cents. ACH is 0.8% plus 50 cents with a maximum fee of $5.50.
Yes, please contact us to discuss. Info@chloe.ai
Need to add a discount to the oppty products or adjust price of product. The field chosen for the payment charge cannot be changed directly.
Login to your stripe account to issue refunds. If you do not have a stripe account, login to your chloe account to access the refund dashboard.
This depends on whether you choose same day disbursement which Stripe provides for a separate fee or if you accept standard disbursement which is 3-5 days. Funds are disbursed as they arrive
Connected accounts (vendor) are responsible for disputes and refunds. Please refer to our terms of service agreement
Currently we support english and spanish. Please advise of other languages you might require and we can discuss implementation. info@chloe.ai
It will be available only on Opportunities page. User will need to configure it first from the configuration screen of the solution.
No, only system administrator and system customizer can access it.
All contacts of that account with phone number added will be available in the list. If a contact has three phone numbers added, all three numbers will be available in the list.
Open the opportunity, and under run report option click on the report that is available. SSRS report will be available.
No, not right now but that can be configured.
No, Admin will have to open the opportunity main form and make the section visible. By default, it is hidden for users.
