Stripe is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Stripe is a leading payment processor known for enabling businesses to efficiently handle online and in-person payments. It supports a wide range of payment methods and currencies, making it ideal for global expansion. With strong security measures, advanced fraud prevention, and over 6 million transactions every year, Stripe ensures your safety.
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Benefits of Integrating With Stripe
- Supports multiple currencies: Stripe is capable of recognizing and accepting multiple currencies, making it ideal for a world-wide business.
- Supports multiple methods of payment: Stripe is capable of accepting and processing multiple methods of payment.
- Strong security measures: Stripe excels at fraud prevention, making their transactions safe and worry free.
How to Integrate with Stripe
To integrate Stripe with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
Installing Stripe
1. Once you have navigated to the Integration Marketplace, select the Payment folder.
Note: Stripe can also be found within the All folder, or by using the search filter.
2. Select Learn More or Stripe.
3. Click Install.
4. Once installed, select View/Edit Settings to connect your Stripe account to your CoreBridge system.
5. Type in the name of the Email you would like associated with your Stripe account.
Note: If you already have a Stripe account, you can use that same email address.
6. Click Next Step.
7. If the email you entered looks correct, click Email is correct. Take me to Stripe!
Note: If you need to reenter your email address, simply click the link below and you will be redirected back.
At this point, you will be directed to the Stripe website where you can enter your email address and click Submit. Follow the prompts given to finish installation, or to review and confirm your information if using an email address already associated with a Stripe account.
Note: When you have finished confirmation, you will be directed back to CoreBridge to complete the configuration.
8. Click Confirm & Connect to Stripe.
Note: You may only have one Payment Integration active at a time. If you currently have another in use, you will see a warning message alerting you to set the other to inactive in order to use Stripe.
Once you have successfully connected with Stripe you will be directed to this screen.
a. Clicking here will take you to the Stripe dashboard where you can access your account to make changes as needed.
b. The Disconnect button disconnects your Stripe account and sets it to inactive.
Note: More information on disconnecting is provided below.
c. The Test Account Connection button is available to ensure your integration is communicating properly with the merchant.
Note: After testing, you will be shown a pop-up just below the test button stating the test was successful, or a failure message including the reason why.
d. The Display Name will automatically populate as Stripe.
e. Use the dropdown to select the Deposit Account.
Note: You can access this screen at any time by navigating to Settings / Integrations / Installed Integrations and selecting Stripe.
Disconnect
When you click on Disconnect, you will see a warning alerting you that you are about to set Stripe inactive and will require you to click Yes to proceed. If you do not wish to Disconnect, click Cancel.
If you do disconnect and wish to reconnect at a later time, navigate to this page in Settings / Integrations / Installed Integrations and select Stripe. Click the Reconnect button to reconnect with that same account. You also have the option to Connect with a different Stripe account by clicking that link.
Enabling Payment Integration
Begin by navigating to Settings / Accounting / Payment Methods.
1. Toggle Credit Card (Stripe) on.
There are two options in the More Actions menu under the Ellipsis to the right of the toggle. Here, you will see two options: Edit and Set Default.
The Edit option allows you to change the Deposit Account associated with the Payment Integration.
The Set Default option allows Stripe to be set as the default payment method when you make a payment on an Order. When set to Default, you will see a green star next to the name.
Payments
When using Stripe as the payment method, you may take the payment from within an Order, or use the Payments screen.
Taking a Payment Within an Order
Begin by navigating to Sales / Orders.
1. Select the Order you would like to collect payment on.
2. Click Enter Payment.
3. Using the dropdown menu, select Credit Card (Stripe).
4. Choose the payment type from the Stripe payment entry form including Card, Affirm, Cash App Pay, and Klarna.
5. Fill in the pertinent information in the payment form.
6. Click Submit Payment.
Taking a Payment Using the Payments Screen
Begin by navigating to Sales / Payments.
1. Click the Green Plus button to begin a new payment.
2. Select the name of the Company from the dropdown.
Note: For systems with multiple Locations, you will also need to select the Location.
3. Select the Order or Orders you would like to collect payment for using the Green Checkboxes.
Note: Once you have checked the box, the Payment Amount field will automatically populate. This may be adjusted on this screen if you would like to enter a partial payment. Once you click Continue, you will no longer be able to change the payment amount.
4. Click Continue. This will bring up a payment pop-up.
5. Using the dropdown menu, select Credit Card (Stripe).
6. Choose the payment type from the Stripe payment entry form including Card, Affirm, Cash App Pay, and Klarna.
7. Fill in the pertinent information in the payment form.
8. Click Submit Payment.
Refunds
You may initiate a refund from within an Order, or from the Payments screen.
Refunding Within an Order
To initiate a refund from within an Order, begin by navigating to Sales / Orders.
1. Select the Order you would like to refund.
2. Click Payment History.
3. Select the Payment you wish to refund.
Note: You may click anywhere along this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
4. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
5. Click Initiate Refund.
6. Select Credit Card (Stripe).
7. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
8. Include a Reason for Refund, if desired.
9. Click Process Refund.
Refunding Using the Payments Screen
To refund from the Payments Screen, begin by navigating to Sales / Payments.
1. Select the Order you would like to refund.
Note: You can click anywhere on this line to bring up the next screen. You may also select the Ellipsis that appears when hovered on the right and click View Details.
2. Click the Green Checkmark Box.
Note: This box appears when your cursor is hovered over this area of the payment line.
3. Click Initiate Refund.
4. Select Credit Card (Stripe).
5. Choose Refund all Available Funds or Partial Refund.
Note: When Partial Refund is selected, you will be given the option to enter in the amount you would like to refund.
6. Include a Reason for Refund, if desired.
7. Click Process Refund.
