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Configure Stripe Payment Processing

Updated

The SmartSimple integration with Stripe enables online payment processing without the need for complex payment gateways, merchant accounts, or Payment Card Industry (PCI) compliance.

Who: System administrators

When to Use Stripe Payment Processing

Use Stripe payment processing when:

  • A scalable, secure, and flexible online payment solution is needed.
  • Payments need to be accepted without managing complex payment gateways, merchant accounts, or PCI compliance.
  • Clients need to submit payments online.

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Configure the Stripe Payment Form

To configure the Stripe Payment form:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Connectivity tab.
  4. Locate the Service Settings section and click Payment Forms.
  5. Click the New Payment Form [+] button.
  6. Complete the following fields:
    • Name — The name that appears on the Payment Form page.
    • Description — The description that appears on the Payment Form page.
    • Product Name — The name of the service for which the user is making a payment.
    • Product Description — A description of the service for which the user is making a payment.
    • Stripe Public Key — The public key for Stripe services, obtained from your company's Stripe account.
    • Stripe Private Key — The private key for Stripe services, obtained from your company's Stripe account.
    • Template — The HTML template for the payment form page. Use the default template if no custom template is required.
    • Confirmation Page Template — The HTML template for the payment confirmation page. Use the default template if no custom template is required.
    • Receipt Default Type — The type of level 3 record created when the Stripe payment is completed.
    • Receipt Default Status — The status of the level 3 record created when the Stripe payment is completed.
    • Invoice Amount Field — The field on the level 2 record from which the payment amount is auto-populated.
    • Receipt Amount Field — The field on the level 3 record where the payment amount is stored.
    • Invoice Partially Paid Status — The status applied to the level 2 record if the receipt does not reflect the full amount.
    • Invoice Fully Paid Status — The status applied to the level 2 record if the receipt reflects the full amount.
    • Currency — The currency used for the payment.
    • Protect Amount Field — If enabled, the amount field displays as read-only in currency format.
  7. Click Save.
  8. Return to Payment Forms page and note the Form ID for the new form found in the Form ID column.

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Create a Custom Field for Stripe

To create a Custom Field for Stripe:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the Level 2 tab.
  4. Locate the General Settings section and click Custom Fields.
  5. Click the New Field [+] button.
  6. Select Special – Browser Script from the Field Type drop-down menu.
  7. Select On Demand from the Trigger Type drop-down menu.
  8. Locate the Button Options field and toggle Show Button in Footer on.

  9. Populate the JavaScript with the following code, replacing FORMID with the Form ID of the relevant Payment Form. 

    var new_window;
new_window = window.open('/billing/bc_stripepayment.jsp?token=@pay_encoded_token@&payform=FORMID','Pay Stripe','menubar=no,scrollbars=yes,width=400,height=300,status=no,resizable=yes,top=200,left=200,dependent=yes,alwaysRaised=yes');
new_window.opener = window;
new_window.focus();
  10. Click Open for the relevant Level 2 record.
    • The field and its button are visible on the record.
  11. Click the button you created in the previous section to open the Payment Form.
  12. Enter a payment amount and click Pay with Card to open a secure payment entry screen.
  13. Enter the payment details.

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