Stripe Payment Terminal v2.0

Overview

The new Stripe Payment Terminal was re-worked from the ground-up and is the new standard for all our payment terminals. It comes with administration panel which gives you lots of new functions and capabilities (for example recurring subscriptions management & invoicing). You can easily manage invoices and payments, in multiple currencies, track who owes you payments, track all your subscriptions, customize look and feel of your terminal from within the app and much more. Of course the new terminal is responsive and comes with PayPal payments (redirect) besides the Stripe credit card processing. In addition to that, if you don’t need an admin area and all you want is simple stripe payment terminal – we’ve included that version as well!

Server Requirements

In order to successfully install and use our payment terminal your server must meet following requirements:

– PHP v5.5 or later
– MySQL database (only if you need administration area)
– CURL PHP extension (pretty much standard on any hosting, but in rare cases can be disabled by hoster)
– Stripe account

Installation

Step 1. Connect to your site FTP.
We recommend using FileZilla FTP client. Here’s a wiki page on how to use FileZilla and a short video tutorial.

Step 2. Upload the files you’ve downloaded from codecanyon to a folder on your FTP.

Step 3. Open browser and navigate to yoursite.com/folder_with_stripe_terminal (Generally it will be yoursite.com/stripe-payment-terminal/ if you didn’t rename the folder once you’ve unpacked it from the archive.) – you will see database error and a link to install the application – as per below
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Step 4. Fill out the installation wizard as per below instructions.

Step 5. After all the info from above screen was filled out – click on Install button and if all was good you will see following screen. installation complete
Just click on “your backoffice” link and you will be taken to your new terminal login screen. You will need to login with the admin details you’ve entered during installation and navigate to settings page.

Important Note: It is highly recommended to DELETE the install.php file from your server once you see the installation wizard completion messages.

Main Settings

General Settings

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Company Details

Company Name – Enter your name or your business name. This will be used for all emails that get sent out as sender name.
Notifications Email – Email address where payment confirmation emails will be sent to for administrator when a customer makes a payment.
Sender Email – Your customers will see this EMAIL as ‘FROM:’ in all associated notifications.
Email Signature – You can add any relevant information you wish to be included in all the email notifications sent from the system. Supports HTML.
Billing Information – Used only for invoices. When you create an invoice for a customer – we will display whatever you enter in this field on the invoice as “INVOICE FROM” parameter.

Terminal Settings

Page Heading – Title text to be displayed at the top of the payment terminal page, on the right side from logo. Also used for META title.
Payment Type – There are several payment types in the dropdown. It’s important to understand what each means as this will define how your payment terminal operates on the front end.

All Items (Products and Services) will show the list of pre-configured items that you have created and will show both one time products/services and recurring ones.

Products (one-time) will display all one-time products added in the system only.

Services (recurring) will display all recurring services added in the system only.

Customers Input Amount will show amount input field instead of products/services dropdown.

Donations work together with the services (recurring plans). If you select Donations as payment type – then payment terminal automatically will show service dropdown on the form with 1 item in it: “One-Time Donation”, and when customers will select it – they will be able to enter any amount to donate. As mentioned previously, this payment type works together with recurring services, which means that if you have created recurring services like “Monthly Donation” for example – customers will be able to select either one-time donation or recurring one.
PayPal Payments – Allows you to quickly enable/disable paypal payments. IMPORTANT: besides setting this option to ENABLED you also need to enter your paypal merchant email in the PayPal Info section, otherwise PayPal payment option won’t be available for your customers.
Show Description – Whether or not to show the description field. This only applies if you have “Customers Input Amount” set as the payment type.
HTTPs redirect – Automatically redirect non-https requests to https (you must set this to YES if terminal is going live).
Show billing address fields – Whether or not to show the billing address fields on the payment terminal page.
Show shipping address fields – Whether or not to show the shipping address fields on the payment terminal page. If both shipping/billing fields enabled – form will have option to mark shipping information same as billing
Terminal URL – Automatically detected. DO NOT CHANGE unless advised by criticalgears support staff or if it was incorrectly auto-detected initially.
Terminal Logo – Will be displayed on terminal page in header (next to terminal title) and in emails.
SSL Seal Code – If your SSL provider sent you special code or image for SSL seal/logo – you can add it here. HTML supported.
Attach PDF invoice to invoice emails – If enabled, invoice emails sent from the system to your customers will have PDF invoice attachment together with link to view online.
Display payment options on PDF – This option appears only if “attach PDF invoice” option is enabled. Setting this option to YES will display payment link on the PDF invoice.
Thank you message after successful payment – this is thank you message which your customers will see after making a payment, HTML supported, but please keep in mind that it will appear in a green (success) message bar.
Redirect after payment – this field allows you to redirect customers to alternative thank you page if you need to. In this case, customers won’t see the thank you message.
reCAPTCHA – if enabled will require your users to pass the recaptcha validation before making a payment. You will need to enter site key and secret key which you can get from recaptcha site.
Terms & Conditions – if enabled you will be able to enter your terms and conditions which users will have to accept to make a payment.

Currency Settings

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Currency Settings

Do you deal with multiple currencies? – You can choose if you want to use different currencies

Currency Options

Default currency – Choose from the dropdown list your default currency. Currencies marked with * are unsupported on American Express.

Show currency selector on terminal – Choose if you want your customers to be able to choose currency.

Available Currencies – Choose currencies you would like to use. Your default currency must be present in this list as well.

Currency Converter

Convert using following API – Enter API and API Key of the converter you would like to use.

Currency Symbol – Choose your default currency symbol.

Currency Position – Choose if you want currency symbol to be before or after currency amount. 

 

Stripe Info

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Payment Mode 

Choose if you want your payment terminal to be in TEST mode or LIVE if you want to start real payments.

Live Credentials

Enter your Stripe LIVE secret and public key, provided by Stripe.com

Test Credentials

Enter your Stripe TEST secret and public key, provided by Stripe.com

PayPal Info 

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PayPal Settings 

Choose if you want to TEST payments or LIVE if you want to start real payments. You can disable PayPal payments in general settings. You will need to create PayPal developer account in order to test PayPal payments in a sandbox (test mode) – please read more here: https://cms.paypal.com/ca/cgi-bin/?cmd=_render-content&content_ID=developer/howto_testing_sandbox

Credentials

Merchant Email – Enter your Paypal email 

Currency Converter

Convert not supported by PayPal currencies? – If No is selected, the system will return an error in case system currency is not supported by PayPal. If Yes, set up a currency exchange service 

Convert using following API – Choose service you would like to use

Convert to – Choose currency you would like to convert to

API Key – Enter API key, provided by the currency exchange service

Login Settings

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Your login information

Username/Email – You can change your username/email. Any changes will need to be approved through current email

Name – Choose your name

New Password – Enter only if you want to change current password

Repeat New Password – Repeat the new password you entered

Customize

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Theme options

Choose Theme,  if you want to use predefined Theme option, then select Theme – light or green option

Choose Custom, if you want to customize the look of your payment terminal

Header Settings

Choose background color, text color, text size and background image for the header of the terminal

Background Settings

Choose background color and image for the background of the terminal

Form Settings

Choose background color, image of the form. Choose titles background color, titles text color, titles text size, labels text color, labels text size, button background color, button text color, button text size for your payment form.

Administration

Dashboard

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You can visually see your basic statistics and monitor activities. Amount of money received this month, last month, total. Amount of subscriptions you have. Money received daily graph, subscriptions created daily graph, sales vs subscriptions diagram, paid and unpaid invoices. 

Payments

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+Add Payment by making a one-time payment

Details – you can see payment details

Subscriptions

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+Add subscription by paying for recurring payment 

Details – you can see subscription details and change subscription status by canceling it. 

Invoices

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+Create invoice

Enter customer’s info: name, e-mail, billing address

Enter invoice number, P.O. number, invoice date, late fee %, terms, currency, item, quantity, rate, discount %, tax %

Invoice history – you can see when an invoice was updated/sent/paid

<- Back to list: List of your invoices

Details – you can edit your invoice

Customers

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+Add Customer: 

Enter customer’s name, e-mail, billing info and terms of payment due days

<-Back to list: list of your customers

Details – you can edit your customer’s info

Items

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+Add Item:

Name – choose a name for an item

Item Type – is it a one-time payment or Recurring Service. If Recurring Service – choose Billing Cycle ( weekly, monthly, quarterly, semi-annually, annually). You can set up Free trial for your service and the customer will not be charged till the end of this period. 

<- Back to list:  list of your items

Type: Service – if it is recurring service, product – if it is a one-time payment

Link – redirects you to terminal front end item page

Details – you can edit your item

 

No Administration

If you would like to have payment terminal without administration, please use link http://www.criticalgears.com/documents/stripe-payment-terminal/ for the directions.

 

 

Once again, thank you so much for purchasing our product. 

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Published: May 17, 2016 Updated: June 11, 2019

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