Configure Stripe as your primary payment gateway for secure and efficient online payment processing. This integration enables automated transaction management and reconciliation, providing a reliable payment experience for your guests and streamlining your financial operations.
Accessing this feature
Go to Settings > Payments
How to use it
Follow these steps to successfully configure Stripe:
Ensure you have an active Stripe account. If you do not have one, visit Stripe.com to register.
Have your Stripe account credentials readily available.
From the Stripe Configuration page, select the button to connect to Stripe. This action will redirect you to Stripe's authorisation page.
On the Stripe page, you will be prompted to either log in to an existing Stripe account or create a new one.
After logging in, review the permissions requested. These permissions are necessary for processing payments, managing refunds, and synchronising transaction data.
Click the button to grant the required access. You will then be redirected back to the platform.
Upon successful connection, the Stripe Configuration page will display your connected Stripe account details.
Choose between "Test Mode" and "Live Mode". Initially, it is recommended to remain in "Test Mode" for thorough verification. Switch to "Live Mode" only after successful testing.
Select the primary currency for your transactions. This should align with your business operations.
Review and enable the payment methods you wish to offer (e.g., Visa, Mastercard, American Express, Apple Pay, Google Pay). Note that available methods depend on your Stripe account's country and settings.
Enter a concise, recognizable descriptor that will appear on your guests' bank statements. This helps guests identify transactions from your business.
Webhooks are crucial for real-time communication between Stripe and our platform, enabling immediate updates on payment status, refunds, and disputes. The system typically attempts to configure the necessary webhook automatically. Verify that a webhook endpoint is listed and active. If not, follow the on-screen instructions to manually add the provided webhook URL in your Stripe Dashboard under Developers > Webhooks . Ensure the webhook is configured to receive payment_intent.succeeded , charge.refunded , checkout.session.completed , and customer.subscription.deleted events, among others pertinent to your operations.
After adjusting all settings, click Save to apply your configurations.
While in "Test Mode", perform a series of test transactions using Stripe's provided test card numbers. Verify that payments are processed successfully, refunds can be initiated, and all transaction statuses are accurately reflected within the platform. Check your Stripe Dashboard to confirm that test transactions appear correctly.
Once you have thoroughly tested the integration and are confident in its functionality, return to the Stripe Configuration page.
Switch the "Mode Selection" from "Test Mode" to "Live Mode".
Save your changes. Your platform is now ready to accept live payments via Stripe.
The Stripe payment configuration enables you to:
Securely process payments: Accept major credit and debit cards, as well as popular digital wallets (e.g., Apple Pay, Google Pay), with robust security features and PCI compliance handled by Stripe.
Automate transaction management: Process payments, manage refunds, and handle disputes directly through the platform, with real-time synchronisation to your Stripe account.
Receive real-time status updates: Get instant notifications and updates on payment statuses, ensuring accurate financial records and timely guest communication.
Expand global reach: Support multiple currencies and international payment methods, facilitating transactions with guests worldwide.
Access detailed reporting: View comprehensive transaction histories and financial reports within both the platform and the Stripe Dashboard for streamlined accounting and reconciliation.
Use fraud prevention tools: Use Stripe Radar for advanced fraud detection and prevention, protecting your business from fraudulent transactions.
Tips
Regularly review settings: Periodically check your Stripe configuration within the platform and your Stripe Dashboard to ensure all settings remain accurate and aligned with your business requirements.
Secure API Keys: If you are using API keys directly, treat your Stripe API keys as sensitive credentials. Never hardcode them or expose them in public repositories. Use environment variables or secure configuration management.
Understand Stripe fees: Familiarize yourself with Stripe's transaction fees and how they apply to your business model to accurately forecast costs.
Test all changes: Before making any significant changes to your payment configuration or platform updates, always test them thoroughly in a test or sandbox environment.
Monitor webhook activity: Regularly monitor your webhook logs in the Stripe Dashboard for any delivery failures. Promptly address any issues to ensure uninterrupted synchronisation of payment data.
Reconcile transactions: Implement a routine for reconciling transactions between your platform's records, your Stripe Dashboard, and your bank statements to maintain financial accuracy.
Educate staff: Ensure all relevant staff members are trained on the payment processing workflow, including how to process refunds, view transaction details, and handle common payment-related queries.
Use fraud tools: Actively use and customise Stripe Radar rules to reduce fraud risks specific to your business and industry.
Need help?
For further assistance, contact us at [email protected]