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Learn how to set up an integration with the payment gateway Stripe, to take payments through your platform, Checkout Basket or Shopping Basket.
Taking payments online is now the standard, and with our Stripe integration, you can streamline your payment processes directly through our platform. Stripe is a powerful and secure payment gateway that allows you to accept payments from customers around the globe, whether they’re booking Courses, or purchasing Products & Services. By integrating Stripe, you gain access to real-time payment tracking, enhanced fraud protection, and a seamless checkout experience for your customers.
Follow this page to learn about accessplanit’s integration with Stripe, and how to set it up.
About Stripe
Stripe is an online payment platform that enables businesses to accept payments securely and efficiently.
Our integration with Stripe uses a Stripe component embedded into the payment step of both the Shopping Basket and the Checkout Basket, this means that although it appears as though this is a ‘remote’ integration, all card details are captured and hosted by Stripe. This provides the security benefits of redirect and the user experience benefits of remote! Read more about payment gateway integration types.
New account setup times can vary depending on your Stripe account, region and business type. Contact Stripe directly for the most up-to-date guidance.
What information is shared with Stripe?
Card details are never handled by accessplanit.
The Stripe component in your basket collects and stores all card details, so they do not pass through or get stored in your accessplanit platform.
When a payment is processed through the Checkout Basket, accessplanit sends a payment description to Stripe that can include:
Account ID
User ID
Course, Product and Service labels
Course Start Dates
Course End Dates
Applied Discount Names, where relevant
This helps finance teams and administrators find transactions quickly, match payments to invoices, see what was bought, and reconcile payments and discounts.
Each payment is recorded in accessplanit as a Stripe Transaction, with the Stripe External Transaction ID saved against it. You can use this ID to find the same payment in your Stripe dashboard.
Google Pay, Apple Pay, and Klarna are available with Stripe!
Stripe offers flexible payment options
Google Pay, Apple Pay, and Klarna are available via Stripe within the Checkout Basket. This helps to streamline the payment process and reduce friction at checkout for your customers. To support these extra options, the Checkout Basket payment method is labelled Pay Online (Powered by Stripe).
When Google Pay, Apple Pay, or Klarna are enabled in your Stripe account, they will also be available in your accessplanit Checkout Basket as payment methods. These options are not available in the Shopping Basket.
Stripe in Checkout with Google Pay and Klarna enabled
How are the transactions tracked?
To keep it simple, payments made via these new payment methods are still recorded as ‘Stripe’ payments in your accessplanit platform, with the Stripe External Transaction ID captured as normal against the transaction too!
Good to know
To make use of these payment options, make sure they are enabled within your Stripe account. No platform-side configuration is required, so once they are enabled in Stripe they will be available in your Checkout Basket.
Stripe payment behaviour remains unchanged outside of this label and configuration simplification.
If any of your customers can’t see their expected wallet when trying to make a payment, their device or browser might not meet the following Apple Pay or Google Pay conditions:
The wallet must have at least one card. You must use a compatible Apple Pay device and Google Pay device. Your customer must use a supported version of a supported browser for the wallet they are using. Allow applicable browsers to access your wallet. Chrome: Settings > Autofill and passwords > Payment methods > Allow sites to check if you have payment methods saved Safari: Settings > Advanced > Allow websites to check for Apple Pay and Apple card Don’t use a Chrome incognito window or Safari private window. Confirm you’re operating from a supported Apple Pay region and Google Pay region. Stripe doesn’t display Apple Pay or Google Pay for IP addresses in India or for Stripe accounts based in India. For Apple Pay, confirm your device supports biometric authentication.
Integrating your Stripe account into your accessplanit platform
Integrating your Stripe Account with your accessplanit platform is quick and easy, you need to gather a few details from Stripe to allow payments to be taken in accessplanit. Follow these steps to create and gather your Stripe account details.
To integrate your accessplanit platform with Stripe, you will follow these steps:
Create an account with Stripe (if you do not yet have one)
Collect your Stripe information needed for the integration
Add your Stripe information to your accessplanit platform
Please note If you already have an account with Stripe, you can skip this step. Open Stripe’s website - Find the option to contact their Sales Team Complete their enquiry form 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: Publishable Key Secret Key You can access these keys from your Stripe account - https://dashboard.stripe.com/account/apikeys Please note If you plan for your administrators to take payments over the phone and input your customer's card details into your accessplanit platform you must have 'MOTO Transactions' enabled on your Stripe account.
Once you have collected your Publishable Key and Secret Key, you are ready to add these to your accessplanit platform Open the ‘Administration’ menu from the Profile options at the top-right of your platform Open the ‘Account Finance Options’ menu option to access the page where you can manage your Invoicing and Payment Method settings Please note This page is only available to Super Admins, if you cannot access this page, please get in touch with a Super Admin in your team to set up your Stripe integration. 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 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 Check to enable Stripe as an available payment method Once you have enabled Stripe, scroll down to the dedicated Stripe Details section of this page Enter your Publishable Key and Secret Key. Click the ‘Update’ button at the bottom of the page to save your changes
FAQs
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:
Each Stripe payment and refund is recorded in your platform as a Transaction. The Stripe External Transaction ID is saved against the transaction, so you can use it to match a payment in accessplanit with the same payment in your Stripe dashboard. There are several ways that you can view Transactions in your platform: For each Invoice, you can open its ‘Transactions’ page to see all of the transactions made on that 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.
Card details are collected and stored by Stripe, not accessplanit. For Checkout Basket payments, accessplanit sends a payment description to Stripe that can include Account ID, User ID, Course, Product and Service labels, Course Start Dates, Course End Dates, and Applied Discount Names where relevant.
Use the Stripe External Transaction ID saved against the Stripe Transaction in accessplanit. This ID can be used to find the same payment in your Stripe dashboard.
Yes, but if administrators will take payments over the phone and input a customer’s card details into accessplanit, you must have MOTO Transactions enabled on your Stripe account.
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.
