Stripe

Connecting Stripe for online invoice payments and card processing.

Stripe takes card payments in the POS without terminal hardware. The customer presents their card and your team enters the details into Stripe's own hosted Payment Element — the card data is handled inside a secure iframe, which is what keeps the integration SAQ A.

Connecting, step by step

Stripe is connected with your own keys, so payments land in your own Stripe account. You will copy two codes out of Stripe and paste them into the suite. You need a Stripe account first — stripe.com, free to create.

  1. In the suite, go to Settings → Integrations → Stripe and leave that page open — you will paste into it shortly.
  2. In another browser tab, log in at dashboard.stripe.com and open Developers → API keys.
  3. Create a restricted key and allow it to write PaymentIntents, Refunds and Customers. Stripe shows the key once — it starts with rk_live_. Copy it.
  4. Back in the suite, paste it into Restricted secret key.
  5. From the same Stripe page, copy the Publishable key (starts with pk_live_) and paste it into the second box.
  6. Press Connect Stripe. The panel now shows your account name — that is stage one done, and you can already take payments.

Stage two — refunds and disputes reporting back. This second part lets Stripe tell the suite about refunds and disputes automatically:

  1. The connected panel shows a webhook address (a long web link). Copy it.
  2. In Stripe: Developers → Webhooks → Add endpoint, paste that address, and tick these four events: payment_intent.succeeded, payment_intent.payment_failed, charge.refunded, charge.dispute.created.
  3. Stripe then shows a signing secret (starts with whsec_). Copy it, paste it into the panel's webhook box, and save.
  4. Press Test connection on the panel. If it passes, you are done; if not, re-copy the keys — a missing character is the usual culprit.

Finally, add a payment method that uses Stripe at the counter: Settings → POS Settings, add a payment method with its gateway set to Stripe.

What is handled automatically

  • Refunds — a refund in the POS is sent to Stripe as well
  • 3-D Secure
  • Disputes, reconciled by webhook
The card is taken before the sale is recorded

For a Stripe-backed payment method, the card is collected first and the sale is only posted afterwards. A declined card therefore never leaves a recorded sale behind. See Taking payment.

If the card refund fails

A refund that succeeds locally but fails at Stripe is not rolled back — the sale stays refunded and the stock still returns. You are told the card refund failed so you can do it on the terminal. See Refunds and returns.

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