How to Set Up Simpro Payments Powered by Stripe

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Payment Methods

Defaults

If you have been using Integrated Payments powered by Payrix (formerly IntegraPay), it is automatically disconnected from Simpro Premium when you activate Stripe Payments.

You need to contact Payrix to cancel your Payrix account.

The message “Enabling Stripe Payments will disable Simpro Premium Payments. Are you sure you wish to continue?” appears when you activate Stripe Payments. Click Confirm to disable Simpro Premium Payments. Once you confirm to disable, Simpro Premium Payments powered by IntegraPay cannot be re-enabled.

To create a payment method for Stripe Payments:

1. Go to System > Setup > Accounts > Payment Methods.
2. Click Create Payment Method.
3. Enter a Name.
4. Select Other as the Type.
5. Enter the relevant Posting Account No. from your accounting package.
6. Enter a Finance Charge.
   • Note that Stripe applies their processing fee to the entire payment amount applied, including the finance charge set in Simpro Premium. Therefore, if your finance charge in Simpro Premium is set to the same percentage as the Stripe processing fee, the Stripe processing fee applied to the transaction is larger than your calculated finance charge in Simpro Premium.
7. Click Create.

To activate Simpro Payments powered by Stripe:

1. Go to System > Setup >  Integrations > Stripe Payments.
2. Click Connect Simpro to Stripe.
3. In order to connect Simpro Premium to Stripe the business owner must register for a new Stripe account. If you have an existing Stripe account you can use the email address that is used to register for the existing account so that the accounts are connected. Enter an Email address that you will use for the integrated Stripe account.
4. Click Continue.
5. Set up two-step authentication using the Google Authenticator app.
6. Note down your account security code.
7. Enter your business details and click Continue.
8. Verify your ownership over the company and click Continue.
9. Verify your identity and click Continue.
10. Confirm any other owners or executives and click Continue.
11. Enter a bank account for transactions and click Continue.
12. Enter how you want your company details to appear on transactions and click Continue.
13. Review your details and click Agree and submit.
    • If you have multi-company and Defaults are not shared, or multiple Simpro Premium companies, a different Stripe account is required for each Simpro Premium company as the Stripe account can only be connected to one company at a time.
14. Select and toggle ON to enable the required payment type from Stripe.
    • Note that Card payment type is set as default and cannot be disabled.
15. Select the relevant Payment Method from the corresponding drop- down.
16. Click Save.

Disconnecting Stripe Integration : Note that disconnecting your Stripe integration is an irreversible action. Once disconnected, the connection between Simpro Premium and your Stripe account will be removed. To reconnect Stripe to Simpro Premium in the future, you will need to create a new Stripe account through the Simpro Premium Stripe integration link. Different rates apply when creating a Stripe account through Simpro Premium and you will need to adjust your Credit Card Surcharge on your Stripe Payment Methods to reflect this. Therefore it is not recommended to disconnect from Stripe, unless you are prepared to adopt the new rates and create a new Stripe account through the Simpro Stripe integration. Learn more about rates for Simpro Payments powered by Stripe.

Once you have integrated Stripe with Simpro Premium, you can manage your Stripe account in the Stripe dashboard.

If you are using Xero as your accounting package, you can export Stripe processing fees to Xero as separate transactions so that they are reconciled automatically. To ensure that your Stripe processing fees are sent to Xero correctly you must map the relevant Xero account in the financial defaults in Simpro Premium.

To set up your financial defaults for Stripe and Xero:

1. Go to System > Setup > Defaults > Financial.
2. In the Stripe Processor Charge Account field enter the code for the account that Stripe finance charges will be posted against.
3. In the Xero Contact for Stripe Processor Charge field search for and select an existing supplier from Simpro Premium that your Stripe finance charges will be associated with.
   • Stripe Processor Charges must be associated with a supplier when they are sent to Xero. All transactions in Xero require either a customer for income, or a supplier for expenses.
   • If you do not have an appropriate supplier setup you can create one from People > Suppliers > Create Supplier. Once it has been created, ensure to export it to Xero. Learn more in How to Create Suppliers.
4. Enter codes for other Accounts, as required. Learn more in How to Set Up Financial Defaults.
5. Click Save.

Note that the Stripe Processor Charge Account and Xero Contact for Stripe Processor Charge fields do not appear unless you have integrated your Simpro Premium build with Xero and activated the Stripe payments integration.

To add a payment link to invoice forms:

1. Go to System > Setup > Forms Setup.
2. Click Invoice > PDF Templates.
3. Click the How to Pay sub-tab.
4. Under Payment Options, check the columns to ensure that Credit Card has been assigned. To assign it, select it from the Options Assigned drop-down, then click Add Fields.
5. Click Save.

Payment links can also be added to form builder templates. Learn more in How to Use Fields in Form Builder.

If Credit Card Customise Message is turned on, this will overwrite the Stripe payment link on invoices.

To add a payment link to emails:

1. Go to System > Setup > Forms Setup.
2. In the left column, click Invoice or Statement as required.
3. Click the Email Set Up sub-tab.
4. Place the cursor in the Body text box, in the place you want the link to appear.
5. Under Insert Field, select Online Payment Link.
6. Format the rest of the Body as required.
7. Click Save.