Pepperi provides a quick and simple to setup integration with Stripe Online Payments.
- Customers can easily pay for orders using their credit card via Stripe
- Customers' payment method can be authorized only for later payment
- Customers' payment method can be saved for next purchase (optional)
- Easy setup by Pepperi Admin in the back office Pepperi iPaaS settings
- View all Pepperi payment statuses in your Stripe business account
To setup Stripe Payment login to Pepperi back office as Admin watch the video tutorial or follow the instructions below:
Go to Settings -> iPaaS -> Quick Setup
Install the Stripe Add on module:
Once installed click Launch
You will first configure a "Test" connection, for testing, and then the "Live" connection once the Test is working satisfactorily. "Test" connection is also useful for troubleshooting the connection after going live.
Mode: Test - indicates this is configuring the test connection. After Test connection is working, then toggle the Mode to "Live" and configure the connection again (you will not need to re-do the step of copying the HTML code snippet when configuring the live connection).
Connection Status: Not Created - this means you have not yet connected your Stripe Account to Pepperi
Transaction Type: Select the Pepperi Transaction Type you wish to enable Stripe payment for. For example: Sales Order, B2B Order, etc.
Note: the default type of connection is "Capture" which means the credit card details are required and a charge is made. You can configure an "Authorization" only, which means the credit card is authorized and the money is put on hold but not charged. See instructions at the end of this article for how to setup authorization.
After selecting the Transaction Type, click Connect to Stripe
If you already have a Stripe account, fill in your existing Stripe credentials, or you may enter credentials here to set up a new account.
Email / Password are the minimum required fields to set up a Test connection with Pepperi.
If you wish you may continue to setup more information in Stripe you can do it from here, or click "Return to Pepperi Inc" and then go back to the Stripe website later and complete the process.
After clicking Return to Pepperi Inc you will be directed back to the Pepperi back office screen.
The user/pass is enough to test the connection, however there is still more information required to complete the Stripe account setup, which you can enter on the Stripe website once you want to enable payments in Live mode.
Copy the HTML to paste in a custom form
Click on the small HTML icon to copy the HTML for the custom form.
Go to the Sales Activities -> Transaction Type
Edit the Workflow of the Transaction Type that you want to enable Stripe payment for.
Open the transition in the Workflow - typically between In Creation -> Submitted in the shopping cart.
Add a Custom Form Action in the "Actions and Branches" section
The action will look like this in the Workflow:
The action will trigger Stripe payment at the time of the order. If you wish to add additional notifications to the user (for example, payment failed) Pepperi services will configure this for you as part of this add on module's services.
Upon clicking Submit in a Sales Order the Stripe payment will come up.
The user enters their credit card information.
If the user previously clicked "Save my card" then the last 4 digits of their credit card will appear in the pull down menu.
The Logs tab tracks the status of each time the Stripe payment page is loaded.
Setting up payment authorization only (hold on payment amount not charging credit card)
Open the Advanced tab and select the payment type
Capture - the credit card will be charged
Authorization - hold the money and don't charge
Both - first authorizes the payment and then captures
You can configure to do either capture or authorize per transaction type (the transaction type is chosen in the General tab).
Configure the logic required per transaction type. For example:
For Sales Reps using the Sales Order transaction configure Capture, while buyers using the B2B eCommerce Order will only hold the amount, and charge upon shipment.