Payment Setup
Connect Stripe to accept payments from customers and process transactions.Connecting Stripe
1
Navigate to Payments
Go to Settings → Payments
2
Click Connect
Click Connect with Stripe
3
Authorize
Log in to Stripe (or create account)
4
Complete Setup
Follow Stripe’s onboarding steps
5
Verify
Complete identity verification
Stripe Onboarding
Required Information
Stripe will ask for:- Business type (individual, company)
- Business information
- Bank account for payouts
- Identity verification
Verification Documents
Depending on location:- Government ID
- Business registration
- Bank statement
Timeline
- Basic setup: 10-15 minutes
- Verification: 1-3 business days
Payment Configuration
Currency
Set your default currency:- USD, EUR, GBP, etc.
- Cannot be changed after first transaction
Statement Descriptor
What appears on customer statements:- Up to 22 characters
- Should include business name
Payment Methods
Enable payment types:- Credit cards
- Debit cards
- Apple Pay
- Google Pay
Tipping Configuration
Enable Tipping
Configure tip options:| Setting | Options |
|---|---|
| Enable Tipping | On/Off |
| Presets | 15%, 18%, 20%, 25% |
| Custom Option | Allow custom amount |
| Screen Timing | Before or after total |
Tip Distribution
Configure tip handling:- Track by staff member
- Include in payroll reports
- Pool tips option
Deposits & Prepayment
Deposit Settings
Require deposits for bookings:| Setting | Description |
|---|---|
| Require Deposit | On/Off |
| Amount Type | Fixed or percentage |
| Amount | $50 or 25% |
| Apply To | All or selected services |
Full Prepayment
For certain services:- 100% upfront payment
- Non-refundable options
- Cancel window
Refund Settings
Refund Policy
Configure defaults:- Automatic vs. approval required
- Refund to original payment
- Refund to account credit
- Time limits
Refund Processing
How refunds work:- Staff initiates refund
- Approval (if required)
- Processed via Stripe
- Customer receives funds (3-5 days)
Receipt Configuration
Receipt Content
Customize receipts:- Business name and logo
- Contact information
- Custom message
- Tax breakdown
Receipt Delivery
Options for customers:- Email receipt
- Print receipt
- SMS receipt link
- No receipt
Testing Payments
Test Mode
Before going live:- Use Stripe test mode
- Process test transactions
- Verify receipt delivery
- Check reporting
Test Cards
Use Stripe test card numbers:| Number | Result |
|---|---|
| 4242 4242 4242 4242 | Successful payment |
| 4000 0000 0000 0002 | Card declined |
| 4000 0000 0000 3220 | 3D Secure required |
Going Live
Checklist
Before accepting real payments:1
Complete Verification
Finish Stripe identity verification
2
Test Thoroughly
Process test transactions
3
Configure Receipts
Set up receipt delivery
4
Train Staff
Ensure team knows the process
5
Switch to Live
Enable live mode
Troubleshooting
Common Issues
Payment Declined
Payment Declined
Causes: Card limits, incorrect details, fraud prevention
Solution: Customer should contact their bank or try different card
Verification Pending
Verification Pending
Cause: Stripe reviewing your account
Solution: Complete any requested documentation
Payout Delayed
Payout Delayed
Cause: New account or flagged transaction
Solution: Build transaction history; contact Stripe if persistent