Stripe Payment

Creating a Stripe Account

Note: Stripe will from time to time update their screens and their interface.  Whilst the locations of different options and menus may have moved on their website, the key steps below remain the same.

1. Go to the Stripe registration page, enter credentials for your business account and click on Create your Stripe account.

Note: If your business already has a validated Stripe Account, skip to Connecting Stripe to GPM.

2. After creating your Stripe account, you will need to verify your email address. Check your inbox for the Stripe email and when you get it, open it and click on the Confirm email address button.

3. If done correctly, you should be redirected to Stripe's Dashboard and a window will be displayed advising that the email address has been confirmed. Click on Close.

4. Then, on the Dashboard click on Activate your Stripe account >> Start now.

5. Then, select your Country and enter all of the mandatory data of the Activate your account form.

6. It is important that the mobile number entered on the Two-step authentication is at hand since you will have to enter a code sent to it every so often when using Stripe. Also, on the Business website field, if you enter the domain of your company (e.g. clinic123.com), after submitting the application you will be prompted to verify ownership of that domain by providing an email account with the same domain (e.g. admin@clinic123.com). Since you will need to open an email sent to this address in order to validate the application, make sure it is a known email address so the process is easier and that you have access to it.

7. After submitting your application and confirming ownership of your business domain, you will be able to access your Live API Keys which will allow the connection between Stripe and GPM. But in order to fully validate your account and thus receive payouts properly, you will need to provide additional information.

8. You will need to provide personal Identity and home address verification in order to receive payouts.

Connecting Stripe to GPM

1. Once your account is fully validated, you are ready to accept live charges and receive payouts. In order to integrate Stripe with GPM, first go to your Stripe Dashboard and click on Get your live API keys >> Copy the public key >> Click on the eye icon to view the secret key (Attention: you will be able to see this key only once, so make sure to copy it).

2. You will also need to set up a Web Hook in order to get a response from Stripe every time a payment is done and see this information reflected in GPM. In Stripe Dashboard, go to Developers >> WebHooks >> On the EndPoints section, click on + Add endpoint.

3. For the Endpoint URL field, enter following URL https://nzappts.gensolve.com/api/StripeWebHook>> Click on + Select Events

Note: Description field is optional.

4. Click on Checkout drop down arrow >> Select Checkout >> click on checkout.session.completed >> Add Events

5. After creating the hook you will be taken to its details window, under the Signing secret section click on Click to reveal >> Copy this signing secret to enter it on GPM settings.

 

6. Go to GPM >> Administration >> Vendors >> Get Data >> Click on  to edit your Vendor >> On Vendor Details, for Web Payment Method, select Stripe >> Then enter the Stripe Secret and Publishable keys obtained from Stripe Dashboard in the previous step >> Click on Save.

When you select a Web Payment Method, a new box pops up on the bottom right of the page, i.e. Transaction Fee Ledger. This is for the fees (which do not include GST) that Stripe will charge on each payment that they process. You can create a new expense ledger specifically for Stripe Fees and add it. See How to Add a Child Ledger for more information.  

Note: you may need to seek clarification from your Accountant around the correct GST Treatment.    You will not be able to Save your changes until a ledger has been selected.

Note: You can also set specific Web Payment Method credentials per Site. From Administration, go to Sites and edit the site where you want to enter different online payment credentials. Site settings will override Vendor settings.

Now the payment links generated from GPM for Telehealth Consultations and any other completed appointments, can be paid by the Client or Debtor through Stripe and then will be seen on your Stripe Dashboard, your bank in GPM as well as in the Client or Debtor's accounts in GPM.

For more information about receiving payments for Telehealth consultations through Stripe, please see the topic Stripe Payment for Telehealth Consultation.

 

Configuring an Email template with the Payment Link

In order to be able to get a payment link and send it to a client, we need to first create an Email Template. In GPM, go to Administration >> Email Templates >> New Email Template >> For Type, select Client Appointment >> Fill the template's Name, Subject, and Email text >> Make sure to include the Client_Online_PMT_URL tag that can be found on the Available Tags list.

Note: The Email Template can be used for all Client appointments, not just Telehealth.

Completing an appointment and Sending Payment Link

1. In order to be able to send a payment link and receive a payout, an appointment must be completed first.

2. After the appointment has been set to Completed, a Send Email window will automatically display. If you want to send the payment link later, exit out of the Send Email window. To send it later, right-click on the appointment and select the Send Email option or if the appointment is via Telehealth, double-click on the appointment and then click on the Email the Client button >> Then, on the Send E-mail to...  displayed window, at the Apply a Template, select the previously created template and click on Apply >> Verify the information, set an Email address in the From field and click Send.

Now the client will receive the email with the link that will redirect them to a page where they will be able to select the outstanding charge for the consultation and pay it.

Client Payment and Viewing Payout on Stripe and GPM

1. In this section we will see what the client sees after clicking on the received payment link

2. After the client has selected the outstanding charge related to the Consultation and clicks on Pay Now, they are redirected to the Stripe payment page.

3. After the client has completed the payment, on your Stripe Dashboard, you will be able to see the payment and the charge. To view this information on the Dashboard click on Balances >> Transactions.

 

Note: This tutorial was made using test data. When viewing your transactions it is important that the toggle Viewing test data is off.

4. Going back to GPM, when viewing the appointment once again, the charge now shows as paid and can also be viewed in the Client's Account >> Payments.

 

5. Also, you can see the Stripe payment detailed via Accounting Form >> Money In >> Payments Received.

Note: It is important to take into consideration that Stripe takes a fee for every transaction as shown in the Payment Page below. This reflects as an item in the Transaction Fee Ledger that you would have added in the setup as shown above under Connecting Stripe to GPM point 6.

Note: The online payment link can now also be sent to debtors via an invoice or statement email. Adding the Online Payment Link tag to your Invoice Recovery and Debtor Statement email templates will allow the debtor to pay any or all items currently outstanding. This is in addition to the existing online payment functionality where a client can be sent the online payment link via the Client Appointment email template. See  How to Create an Email Template.