Last Updated: April 16 2024
How to Set Up Stripe Payments
Overview
With Stripe Payments, you can process card payments from customers in Simpro Premium.
New to Stripe? Sign up for an account.
Processed Stripe payments appear as a Payment Processor Charge in invoices and in Xero.
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:
If you have been using Simpro Premium Payments, powered by IntegraPay, it is automatically disconnected from Simpro Premium when you activate Stripe Payments.
You need to contact IntegraPay to cancel your IntegraPay 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:
- Go to System > Setup > Accounts > Payment Methods.
- Click Create Payment Method.
- Enter a Name.
- Select Other as the Type.
- Enter the relevant Posting Account No. from your accounting package.
- 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.
- Click Create.
To activate Stripe Payments:
- Go to System > Setup > Integrations > Stripe Payments.
- Click Connect simPRO to Stripe.
- You can sign up for a Stripe account for free with Simpro Premium.
- 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.
- Enter Stripe account details.
- Select the Location that you are raising payments for.
- Select the Payment Method set up for Stripe.
- Click Save.
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:
- Go to System > Setup > Defaults > Financial.
- In the Stripe Processor Charge Account field enter the code for the account that Stripe finance charges will be posted against.
- 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.
- Enter codes for other Accounts, as required. Learn more in How to Set Up Financial Defaults.
- 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:
- Go to System > Setup > Forms Setup.
- Click Invoice > PDF Templates.
- Click the How to Pay sub-tab.
- 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.
- 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:
- Go to System > Setup > Forms Setup.
- In the left column, click Invoice or Statement as required.
- Click the Email Set Up sub-tab.
- Place the cursor in the Body text box, in the place you want the link to appear.
- Under Insert Field, select Online Payment Link.
- Format the rest of the Body as required.
- Click Save.