What is Stripe?
Stripe | An infrastructure for online payments
Stripe powers online and in-person payment processing, providing payment infrastructure for different types of businesses.
How and what is this online gateway connected to Ulyses-id="24"
With the Stripe payment gateway, you can securely and easily request and verify customer cards as well as request payment or deposit for reservations and hold an amount of money from the customer.
In this article, we will provide instructions for using Stripe.
STRIPE for online payments
Setup in Ulyses Suite
1. Registration of the STRIPE gateway
The customer must register on the Stripe payment platform. From the configuration page/extranet of Stripe, the customer receives an ID.
2. Activation of Stripe to PMS Ulyses Suite
Once the service with Stripe is contracted, from the PMS integrations, we will add STRIPE and connect the account with the customer's access key. We will activate tokenization of the form to enter cards from the PMS and forward card for cards uploaded from the channel (this way, all cards that are uploaded to the PMS are sent directly to the Stripe platform, so in each reservation we will see 2 cards: the datatrans one to comply with PCI and the Stripe one).
We will indicate a payment method, among those configured in the PMS, as the default value. Example: Stripe or Paid by Stripe or virtual POS.
Optionally, you can add Stripe payment methods in the mapping to differentiate the payment method, such as Stripe visa POS, Stripe amex POS, so it is not confused with another payment method. (In the mapping tab)
We will activate and assign a cashier from the options - change cashier.
2. Payment setup
As described in the previous point, if you want to create a new payment option to assign it to all charges made by Stripe, go to the property configuration and create a new product with the desired name, e.g., Stripe from the "payments" option, with access to reception and the allowed actions to move, add, refund, and split product.
3. Sending setup
Once the integration setup is done, to be able to send card requests and payments to customers, you must activate the sending configuration, for this:
From the property configuration, within the email option and the sending configuration, activate the option_;
card request
activate deposit
deposit paid (optional)
You will also activate the following templates from the "mail templates" option in the chain or property configuration, as appropriate, which are the ones the customer will receive:
Request card
Deposit
Deposit paid (optional)
4. Operation
To request a credit card as a guarantee from a customer, send the guarantee request, always from the STAY of the reservation.
We must ensure that the customer's email address is correct as this is where they will receive the communication to provide their card details.
In the customer's reservation, the card request will be displayed in orange.
The customer will receive an email and will fill in their card details in the Stripe environment.
and the system will save the card as authorized and it will be displayed in green.
With the card authorization, we can now . We must use the PAYMENT option from the customer's reservation.
Always from stay
We can also add a payment from the customer's folio following the same steps:
And request payment of a deposit for a future reservation from the PAYMENT option in the reservation
Always from stay
Don't forget to click "ON" and verify the customer's email address
The system will indicate in orange that the payment request has been made and is pending authorization by the customer.
Once they have filled in the details and authorized the payment, the reservation deposit will be shown in green as paid.
The customer can modify the invoice header details and use the same stored guarantee card or add a different one.
If you want to hold an amount of money, the gateway allows you to block money on cards.
Depending on the card, holds last between 5 and 7 business days and after this day the money is automatically released.
Always from stay
We will enter the amount to be held and select payment by Stripe
If you later need to confirm the pre-authorization, it will be available in the folio to do so
In the folio, it will appear as a payment, showing in the name the symbol that indicates the payment was made through the integration.
In all scenarios, the link sent to the customer is sent only once. If the customer rejects it for any reason, it is not reflected for follow-up.
5. Refund
Refunds must be made from the PMS through the payment, in the options, select "refund deposit". It can be done for the total or partial amount. The refund is automatically sent to the customer through the payment gateway.
After this, the status of the deposit will change to "refunded" along with its negative value.
6. Automatic payment
The Stripe payment gateway allows you to manage reservation payments automatically.
To do this, you must configure within the property, in reservation, the automatic payment option.
We will create a new payment automation for each company.
For example: Cod BOOK- Booking - select the booker Booking.com and select the action and when to execute it.
STRIPE PHYSICAL TERMINAL
Ulyses Suite, together with Stripe, has developed the ability to integrate their terminals to capture guarantee cards, authorizations, payments, and/or refunds.
The first step is to contact the Stripe team to contract as many physical terminals as needed.
Physical terminal setup
Once the terminals are received, before turning them on, you must fully charge the battery.
After this, you must configure the location of the terminals in Stripe (this step is only necessary if these are the first terminals being set up in the property).
In the Stripe extranet, go to the "Terminal" section in the left menu:
In the "Locations" section, click on "Manage all your locations":
Create location:
We recommend creating one location per property, so we can link it to Ulyses Suite, for example:
Once the location is created, we can add the terminals. To do this, when you start the physical terminals for the first time and perform the necessary setup (follow on-screen instructions), they will generate a registration code (which consists of three words separated by hyphens), which you must enter when registering the terminal at the previously created location:
Once the terminals are configured in Stripe, you must add the location code in the Stripe integration in Ulyses Suite:
Operating with physical terminals
Once the configuration of the Stripe physical terminals is complete, Ulyses Suite allows you to make charges, pre-authorizations, and capture card numbers.
Card capture
Capturing card numbers directly from the terminal can be done during the check-in process as well as from a reservation, using the "Add Guarantee" option, for example, from the check-in process:
By clicking "next" in the previous image, the Stripe checkout will appear on the screen, where you must manually enter the cardholder's name and click on the POS terminal to which you want to send the action:
By clicking "add", the terminal will activate the card request so the customer can swipe their card and thus capture its information in Ulyses Suite.
To capture card information from the reservation, the process is the same, but you must use the "add guarantee" option from the reservation:
Payments with physical terminal
It is possible to send a payment request to the configured physical terminals from the folio itself with the "add payment" option as well as when issuing invoices. To do this, use the "integration payment" option, select "Stripe" and send the action to the desired terminal:
Stripe payment refunds
Refunds for payments made through the Stripe physical terminal are processed from the payment itself in Ulyses Suite, without needing to use the terminal. For this, in the integration payment, click on the "refund" option:
This action automatically processes the refund, either partial or total, to the card or payment method used.
Deposit payments via physical terminal
If you want to add a deposit to the reservation and pay it immediately through the physical terminal, follow the same process and when selecting the payment method, choose the option "integration payment - Stripe", this way the screen will appear where you must specify to which terminal to send the action.
Add card authorizations to reservations
As detailed in this same article for virtual payment operation, it is also possible to add authorizations using the physical terminal. It is important to keep in mind that depending on the card type, holds last between 5 and 7 business days and after this day the money is automatically released.
Once the authorization is added, if you need to confirm it (within the active period), you can do so from the folio, with the "add authorization" option:
Webinar:
STRIPE Simplifies Online Payments using Stripe & Tesipro Suite