Actions are available to process payments using the Stripe Terminal on the following pages:
To process a Stripe Terminal payment from the Customer List, click on the Home button and select 'Stripe Terminal':
Figure 1 | Navigate to Stripe Terminal
This brings up the Terminal Payment Confirmation page:
Figure 2 | Terminal Payment Confirmation Page
To apply the payment to an open transaction on the Customer’s account, click in the 'Document No' field and select the open entry. Alternatively, to make an unapplied payment on account, leave the Document No field blank and enter the payment amount in the Amount field. Then click on ‘Send to Terminal’:
Figure 3 | Amend Document No.
When the card payment is successfully taken using the Terminal Reader, BC will display the following confirmation message:
Figure 4 | Confirmation Message
To process a Stripe Terminal payment from the Customer Card, click on the Home button and select 'Stripe Terminal':
Figure 1 | Navigate to Stripe Terminal
This brings up the Terminal Payment Confirmation page:
Figure 2 | Terminal Payment Confirmation Page
To apply the payment to an open transaction on the Customer’s account, click in the 'Document No' field and select the open entry. Alternatively, to make an unapplied payment on account, leave the Document No field blank and enter the payment amount in the Amount field. Then click on ‘Send to Terminal’. When the card payment is successfully taken using the Terminal Reader, BC will display the following confirmation message:
Figure 3 | Confirmation Message
To process a Stripe Terminal payment from an unposted Sales Invoice, click on the 'Invoice' button and select 'Stripe Terminal':
Figure 1 | Navigate to Stripe Terminal
This brings up the Terminal Payment Confirmation page:
Figure 2 | Terminal Payment Confirmation Page
The 'Document No' and 'Amount' fields will be populated with information from the Sales Invoice. The Amount field can be amended if required, for example if you wish to accept a part-payment against the invoice. Click on ‘Send to Terminal’, and when the card payment is successfully taken using the Terminal Reader, BC will display the following confirmation message:
Figure 3 | Confirmation Message
To process a Stripe Terminal payment from a posted Sales Invoice, click on the 'Actions' button and select 'Other', 'Stripe Terminal':
Figure 1 | Navigate to Stripe Terminal
This brings up the Terminal Payment Confirmation page:
Figure 2 | Terminal Payment Confirmation Page
The 'Document No' and 'Amount' fields will be populated with information from the posted Sales Invoice. The 'Amount' field can be amended if required, for example if you wish to accept a part-payment against the invoice. Click on ‘Send to Terminal’, and when the card payment is successfully taken using the terminal reader, BC will display the following confirmation message:
Figure 3 | Confirmation Message