Support online payments using Stripe

1. Open Stripe’s website - https://stripe.com/

2. Find the option to contact their Sales Team

3. Complete their enquiry form

4. The team will feedback to you and, if accepted, they will work with you to set up your account

Once you have created your Stripe account, you will need to collect two pieces of information from your account for your integration:

1. Publishable Key

2. Secret Key

You can access these keys from your Stripe account - https://dashboard.stripe.com/account/apikeys

Once you have collected your Publishable Key and Secret Key, you are ready to add these to your accessplanit platform

1. Open the ‘Administration’ menu from the Profile options at the top-right of your platform

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2. Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoicing and Payment Method settings

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3. Scroll down to the ‘Payment Methods’ section, here you should see a list of available payment methods for your system including Invoice, Cash, BACS and Card

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4. You should additionally see ‘Stripe’ as an option, if Stripe is not listed here please contact the accessplanit support team and they will enable this for you

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5. Check to enable Stripe as an available payment method

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6. Once you have enabled Stripe, scroll down to the dedicated Stripe Details section of this page

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7. Enter your Publishable Key and Secret Key.

8. Click the ‘Update’ button at the bottom of the page to save your changes

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Yes, a Stripe account is required for this integration.

Yes, any Stripe transactions in your accessplanit platform can be refunded, please see our dedicated guides:

• Refund a payment on an Invoice

• Refunding a single line item on an Invoice

• Cancel a Delegate

Each Stripe payment (and refund) is recorded in your platform as a ‘Transaction’.

There are several ways that you can view Transactions in your platform:

• For each Invoice, you can open it’s ‘Transactions’ page to see all of the transactions made on this Invoice only

• You can view all Transactions in a certain date range by adding a DataGrid gadget to your Dashboard and use the ‘Transactions’ module

• You can build a report to show you a summary of Transaction data using the ‘Transactions’ module within the Report Engine

Stripe’s transaction fees depend on your account type, region, and the payment methods you use. For detailed information about their fees, we recommend reaching out to Stripe directly or visiting their pricing page to get the most accurate and up-to-date details.

To set up the Stripe integration, you’ll need Super Admin access within accessplanit, this ensures that only people who have the necessary permissions are able to configure and manage the connection.