Once your terminal is connected and Stripe Terminal payments have been enabled, the terminal becomes available for payment processing. You can then take payments directly through the terminal, and all approved transactions will automatically sync back to the system, ensuring accurate payment records and a smooth checkout experience.
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Taking Payments
To process a payment, navigate to the invoice that requires payment. In the dropdown menu beside the View button, select Stripe Terminal Payment. Selecting this option will start the Stripe payment workflow, enabling you to complete the transaction through your connected terminal.
Payments may also be processed directly from the invoice. This includes new invoices created via the POS checkout and booking invoices, where you can select the green Pay button at the top of the invoice.
This will bring up the dialog box showing the status of the transaction.
Invoice - The selected invoice reference and total amount due will appear here. If you need to switch invoices, simply choose another option from the dropdown menu.
Terminal - Select the terminal you want to use for this transaction from the dropdown list.
Amount - This field displays the amount to be collected. For invoices with a deposit, the deposit amount is shown by default. To charge the full invoice, select Full Amount, or manually enter a value if processing a partial payment.
| When a surcharge is applied to the transaction, it is automatically calculated and added to the final amount to be collected. |
To initiate the transaction and activate the terminal, select the button to proceed.
At this stage, present the terminal to the customer for them to tap, insert, or swipe their card to complete the transaction.
Terminal screens will vary depending on your device model.
Once the transaction is complete, the invoice will be updated automatically to reflect the amount paid.
Refunding a Payment
Refunds can be issued from your Stripe Dashboard. You are able to process more than one refund against the same charge, but the combined total cannot be greater than the original charge amount.
To refund a payment from the Stripe Dashboard:
- Navigate to the Payments page and find the payment you wish to refund. You can search using the invoice reference.
- Select the overflow menu (⋯) next to the payment and choose Refund payment.
- Stripe defaults to a full refund. Enter a different amount if you are issuing a partial refund.
- Select a refund reason. If you choose Other, you must provide an explanatory note.
- Click Refund to finalise the refund
The refund must then be processed manually in Pet Manager.
For More Information
On setting up your Stripe terminals view - Connecting to your Stripe Payment Terminal
On processing Stripe refunds in Pet Manger view - Stripe Refunds
On taking Stripe Online payments view Receiving an Online Payment through Stripe
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