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Collecting payments from deal room members and companies

How to start collecting payments in your deal room?
How to charge (membership) fees from deal room members?
How to charge fees from companies that have applied to your deal room?


How to start collecting payments in your deal room?


It is possible to collect membership fees and company application fees using Stripe integration. Payments are transferred straight to your Stripe account (Stripe fees apply). Stripe is an external service provider that handles all the monetary transactions. Please note that Dealum is not involved in the monetary transactions.

To get Stripe integration for your deal room, please contact your account manager or our support. Only our team can activate Stripe for your deal room. Stripe integration comes with an additional fee.

After Stripe is activated for your deal room, you should:
go to deal room settings
open the Preferences tab
click on the “Seller” button in the Setup section
click on “Connect with stripe”
create an account on Stripe and enter all necessary information, or connect your existing Stripe account

If you have followed through the process in Stripe, your deal room is connected to Stripe and ready to accept payments.

For collecting payments you should define payment plans in Seller setup by clicking on ‘Add new plan’. You have to fill in name and price of the plan, choose currency and billing schedule (billing schedules can be one time payment, annually, half-yearly, quarterly or monthly).



After you have defined the plans, you can assign a payment plan to each member group you want to charge (in Member groups section in Seller setup) and/or to companies you want to charge (in the funnel view).




How to charge (membership) fees from deal room members?


How member payments work

You first have to assign a payment plan to the relevant member group(s) in your deal room as described above.

After that, you will be able to see the paid until date of each member in the Members section of the deal room.



The "paid until" date:
can be manually adjusted for any members
is updated automatically for members who pay their membership fee via Stripe
will turn red if it has passed (this helps you easily identify debtors)
will not be reset when moving a member to a different member group, despite whether and which payment plan is connected to that group

When a member’s ‘paid until’ date passes, they will be asked to make a payment according to the payment plan attached to the member group they are currently in.

How are members notified when they need to make a payment?

Members whose “paid until” date has expired will receive an automatic one-time email on the payment's due date notifying them about the required payment. They will also be prompted to make a payment as soon as they visit your deal room via a pop-up notification which will direct them to the payment process.



You can also manually notify those members via email. For that:
select relevant members from your members list
open the Actions menu that appears on top of the members list
choose “Request payment”
add a personal message to the notification email that is sent to the members if you wish
click “Request payment”



Useful tips

When you start using Stripe and want to be able to input paid until dates for your members before you activate a payment plan for them (before the system would start asking them to pay a fee), we recommend activating a payment plan for your admin group temporarily. That way, the data fields where you can enter membership expiry (“paid until”) dates become available. Once you have finished adding dates, you can deactivate payment plan for your admin group and activate it for the group(s) you want to collect fees from.

If some of your members prefer a different payment method or are not active on Dealum, you can store them in a separate member group that has no payment plan attached to it and update their “paid until” dates manually when you receive payments from them.


How to charge fees from companies that have applied to your deal room?

You first have to set up a payment plan for companies as described above.

To assign a payment plan to one specific company:
click on “Set plan & date” next to the application
select a plan and optionally add a “paid until” date
click “Save”



To assign a payment plan to multiple companies at once:
multi-select relevant companies in the funnel step
open the Actions menu that appears on top of the funnel
choose “Set payment plan and date”
select a plan and optionally add a “paid until” date
click “Save”


To let companies know or remind them that a payment is needed:
click on their “paid until” date
click on “Request payment” in the Payment plan dialogue
add a personal message to the email notification that will be sent if you wish
click “Request payment”

Companies receive an automatic one-time email notifying them when a payment is due.


To send a payment notification email to multiple companies at once:
multi-select relevant companies
open the actions menu that appears on top of the funnel
choose “Request payment”
add a personal message to the email notification that will be sent if you wish
click “Request payment”

The company will also be prompted to make a payment as soon as they log in to Dealum and open their company from their home view if:
a payment plan has been assigned to their application and the "paid until" date has passed or
a payment plan has been assigned to their application and the "paid until" date has not been specified by the deal room
The company will be notified about the required payment via a pop-up notification which will direct them to the payment process.

You will be able to see the paid until date of each company in the funnel view next to their application. The paid until date will be updated automatically for all companies who pay their fee via Stripe. You can also add the paid until date manually or edit it for any company. Similarly to member payments, “paid until” dates that have passed turn red in the companies list.

Updated on: 17/11/2023

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