Stripe Invoicing for Monthly ShulCloud Subscriptions

Introduction

ShulCloud subscriptions are transitioning to Stripe Invoicing in January 2025. Monthly subscriptions and invoicing for ShulCloud are only visible for admins with the permission, Special: Administer ShulCloud Billing. 

ShulCloud is implementing this change, and no action is required from clients. However, ShulCloud wants to provide details and information so clients know what to expect.

Stripe invoice history will be visible and accessible from this portal moving forward. Old invoices and receipts must still be requested from the support team by emailing [e-mail].  

Our ShulCloud Account

ShulCloud subscription information can be viewed and updated by navigating to your name in the top bar on the right, and selecting Our ShulCloud Account. This menu item is only available to admins with the permission, Special: Administer ShulCloud Billing. 

 

Field	Description
1. Open Billing Portal	Link to Stripe to view and update payment and subscription information.
2. Purchase SMS Credits	Link to purchase additional credits for SMS (Text) credits.
3. Site ID	Unique ID to identify a ShulCloud client.

Open Billing Portal

Selecting this link directs clients to billing.stripe.com and automatically directs the client to the shul's information within stripe.

Field	Description
1. Shul Name	Name of the Shul.
2. Return to ShulCloud, LLC	Link to return to Our ShulCloud Account within ShulCloud.
3. Payment Methods	All payment methods added to a ShulCloud site will be listed in this area.
4. ...	Select to choose to make a different payment method the default or delete a payment method.
5. + Add payment method	Select to add a new payment method. (more information below)
6. Billing Information	Displays the name and provided information of the person associated with the ShulCloud Subscription Billing.
7. Update Information	Select to update billing information.
8. Invoice History	Stripe invoice history will be visible and accessible from this portal moving forward. Old invoices and receipts must still be requested from the support team by emailing [e-mail].

Payment Methods

Select between Card, Google Pay, Pre-Authorized Debit (Canada only), and US Bank Account.

Card

Field	Description
1. Card Details	Enter details of the card: Card number Expiration date Security code Country ZIP code
2. Use as default payment method	Select checkbox to indicate default payment method. Default can be changed on main page as well.
3. Add	Select to add payment method to Stripe account.
4. Go back	Return to main Stripe screen.

Google Pay

Field	Description
3. Add	Select to add payment method to Stripe account. Select an existing payment method from Google Pay or add a new credit/debit card.  Once a card has been selected or added, select Pay to save the payment method.
4. Go back	Return to main Stripe screen.

 

Pre-authorized Debit (CAN Only)

Field	Description
1. Full Name	Full name of the contact.
2. Email	Contact email address.
3. Add	Select "Agree" to find banking institution. Once the terms have been agreed to, select bank account.  Once a bank account is selected, use online banking credentials to login. Once logged into the banking institution, select an account to be linked.
4. Go back	Return to main Stripe screen.

US bank account

Field	Description
1. Email	Email address associated with billing contact.
2. Full Name	Full name of billing contact.
3. Search for your Bank	If not listed in the options below, search for the name of the bank to link as a payment method.
4. Bank Options	Six (6) common bank names will be listed. If one is the bank to link as a payment method, select it to login. If not listed, use the search bar above to find it.
5. Add	Once a banking institution has been selected, click "Agree and Continue" to login and connect an account. Select an account and click "Connect account". Confirmation message and option to return to Stripe main page.
6. Go Back	Return to main Stripe screen.

Update Billing Information

Field	Description
1. Name	Full name of billing contact.
2. Email	Email address of billing contact.
3. Address	Complete address information of billing contact.
4. Phone number	Phone number of billing contact.
5. Save	Save billing contact details.
6. Cancel	Cancel and return to Stripe main screen.

Sample Receipt Email

Field	Description
1. Invoice	PDF Invoice (attachment).
2. Receipt	PDF Receipt (attachment).
3. Receipt Details	Receipt details include: Total amount paid Payment date Options to download the invoice and/or receipt
4. Additional Details	Details include: Receipt number Invoice number Payment method used
5. Receipt Specifics	Specifics include: Receipt number Billing period ShulCloud subscription and cost Total due Total paid
6. Manage subscription	Link to billing.stripe.com, logged in to specific client portal.