Getting Started with Stripe
Simple, Fast, and Secure Payments for Your Business
When you sign up for our platform, you get instant access to Stripe — one of the world's leading payment processing platforms — built right into your account.
Stripe makes it easy to accept payments online with industry-leading security, flexibility, and reliability.
Accept Payments Instantly
Once you sign up and connect your Stripe account, you’ll be able to start accepting payments from customers right away — credit cards, debit cards, Apple Pay, Google Pay, and more.
- Get Paid Quickly & Securely
- Fast payouts directly to your bank account
- Industry-leading fraud prevention
- PCI-compliant and secure out of the box
How to Get Started
- In the upper-right-hand corner, go to System Settings →Payment Config and click the + button
- A modal will pop up to enter a display name and click Save
- You'll be redirected to Stripe's website, and Stripe will guide you through to connecting your Stripe account with our platform
- After you finish the Stripe onboarding process, you’ll be redirected back to our website, and your account will be fully set up and ready to accept payments.
Note: Alternatively, you can email our support team and you will receive an email to complete the Stripe Onboarding process
Set up Stripe Devices
For details on how to set up,
NOTE: Only brand owners are able to set up EMV devices at this time.
- Order a device from stripe. Ensure the device is under the SERVER-DRIVEN column. Devices under different columns are not guaranteed to be supported.
- Based on the device purchased from stripe, stripe has separate set-up instructions for that specific device
- Once the device has been powered on and connected to the internet, it now needs to be registered to the POS
- Click on the circle account button in the top right corner of your screen, then select “System Settings” from the dropdown menu.
- In System Settings, go to the "EMV Devices" tab under the “Payment” section.
- Ensure that the correct location is selected. The location is displayed in the top right half of the screen.
- Hit the + icon in the top right corner of the table
- Enter a display name and the registration code on the device
- Verify that all information is correct and then click the "Save" button
Card Not Present Transactions
- The following section explains how to take transactions when the customer is not present
- Hit the + button at the top right corner of Manage Payments table
- Select the "Manual Entry" option
- Enter the customer's card information and hit Pay Now
- Refresh the page until a payment shows up on the contract
- Cards are automatically saved for future payments
- To use a card for a future payment, select “Use Existing Card” when processing payments
Card Present Transactions
- The following section explains how to use the Stripe Payment devices to capture payments when the customer presents their card
- Hit the + button at the top right corner of Manage Payments table
- Select the "Swipe Card" option
- Choose a transaction type (Sale/Auth)
- Choose the payment type (Total + Deposit, Total Amount, Deposit, Other)
- Choose the lane
- Hit the save button
- A prompt should pop up on the payment device for a customer to insert their card
- Once the customer has completed the transaction, refresh the page until a payment shows up on the contract
Capture Card Details Through Payment Device
- Follow these steps in order to save the card payment details for future payments through the Stripe Payment device
- Select the "Swipe Card" option
- Choose a transaction type (Sale/Auth)
- Choose the payment type Other
- Set the amount to 0
- Choose the lane
- Hit the save button
- Once the customer has completed the transaction, refresh the page until a payment shows up on the contract.
- The card can now be used by selecting “Use Existing Card” when processing payments.
Authorizations
- Authorizations made through the terminal are held for a longer period of time.
- https://stripe.com/docs/terminal/features/extended-authorizations