Click through the Table of Contents to access the different workflows when using Stripe Payments in Covetrus Pulse: 

Processing a Payment

After the integration has been enabled, configured, and tested, you’re ready to begin processing payments through Stripe.

Paying with a Single Card for One Invoice

This uses the same payment workflow, with the addition of a card reader that communicates with Pulse.

• Access the Check Out page for the client.
• Select credit card as the payment type, then choose the appropriate terminal.
• Click Process Payment which will activate the Stripe device.
• The client will then be prompted to swipe or tap their card.
• Once the payment is approved, the information is returned to Pulse and updated in the client’s
  account.
• When viewing the receipt, the credit card payment will display the last four digits of the card, the card brand, and transaction ID for tracking purposes.

Paying with Multiple Cards for One Invoice

Sometimes, a client may need to pay a single invoice using multiple cards.

• As with the single payment above, you will select credit card as the payment type, choose the
  appropriate terminal and enter the amount to be applied to the first card.
• Then, click + Add Another Payment to open another payment option below.
• Choose credit card, the correct terminal, and enter the payment amount.
• Click Process Payment, and the device will cycle through the payment amounts entered in Pulse and the client will be prompted to tap or insert the cards.
• After the payments have been approved, the information will be sent back to Pulse and updated in the client’s account.
• When viewing the receipt, both credit card payments will display along with the last four digits of
  each card, the card brands, and transaction IDs for tracking purposes.

Manually Entering Card Information

In the instance that the card is unreadable or if you would like to take a payment over the phone, cards
can manually be entered using the Stripe device. This capability allows practice to enter the card number securely through the devices, which are peer-to-peer encrypted.

• From within the payment area select the credit card payment type, then the correct terminal.
• Click the Key Card in Manually? checkbox and then click Process Payment.
• The device will be activated, and you will be prompted to enter the 16-digit card number.

• Enter the expiration date, the CVV/CVC number, and lastly the postal code.
• Hit Submit Payment and the payment approval will display, and the information will be sent back to Pulse and update the client’s account.
• When viewing the receipt, the credit card payment will display along with the last four digits of the card, the card brand, and transaction ID for tracking purposes.

Declined Transactions

All declined transactions will be entered back into Pulse and the reason why the card was declined can be seen at the top of the page.

Voiding a Transaction

Voiding a payment allows you to cancel the payment applied to an invoice. To void a transaction, the user logged in must have the Employee Right enabled to void a payment.

• Under the Account Balance section of the client’s page, click View History.
• The Payment History page will load and show transactions by the most recent activity appearing
  first.
• Locate the receipt you are looking to void, then click Void Payment.

• After clicking Void Payment a dialog box will open.

• Void and Refund – This will cancel the payment in Pulse and void the transaction with the
  integrated payment vendor. (Use this when a payment needs to be corrected and refunded)
• Void Only – This will allow you to cancel the payment in Pulse without voiding the payment on the integrated payment side. (Use this when you only want to reverse the payment without issuing a refund).
• A pop-up window will appear for Void Comments. Enter a reason and proceed by clicking Void.

• The Payment History Page will reload and display the transaction with a VOIDED stamp. (The options to Edit Receipt and Return Items will no longer be available)

Payments & Payout Review

The Finance section on the left navigation bar provides access to Stripe Payment list and Payout.

• From the left navigation bar, select Finance.

• By default, users with Business Manager, Business Owner, Group Manager, or Group Owner roles have access to Payment List and Payout.
• Employees with other roles may be granted permission to view these sections under Employee > Employee rights > Stripe.
• The permissions can also be removed for employees (with any role) by deselecting the permissions below:

Payment List

The payment list shows all Stripe payment transactions taken through Pulse in real-time. This includes the status of the transaction along with the date and the amount. Statuses include Succeeded, Incomplete, Failed, Refunded, and Partially Refunded.

• When clicking on the payment status, a details window will display allowing the user to view more
  payment details.

	Displays the status of the payment, date received, amount of charge/refund, and processing fees.
	Shows details about the payment method including the card information, and the method the information was acquired.
	Includes a timeline of the transaction, that displays the timing of successful payments, the reason behind a declined payment, along with any processing fees applied to the amount. Users can also utilize the links at the bottom to view definitions about the status in more detail.

Payout

Payout includes all historical details of payments and allows you to filter and export the information.

Balances & Future Payouts

1. Total Balance - Recent earnings that are available in your Stripe balance.
2. Future Payouts - Upcoming earnings that will be available in the future in your Stripe balance.
3. In Transit to Bank - Earnings that are pending and will be available in your Stripe balance.
4. Add to Balance - This button allows you to add funds directly to your Stripe balance using a wire or bank transfer. This is typically used when your account has a negative balance or when you expect an increase in customer refunds,
5. Future Refunds, Disputes or Negative Balance - Extra funds to cover future refunds, disputed or a negative balance.

See Details

Review upcoming payout dates and funds in transit to the bank by clicking the See details link.

	Displays amounts pending and amounts being sent to the bank.
	Displays a breakdown as to when payouts should be expected to arrive and the amounts being sent.
	Total amount being sent to the bank at that particular moment.
	Cadence of payout (daily, in this example) and the bank setup to receive payout.

Payment Details

The payments associated to the payout can be viewed under the Payment details section.

Status Details

The Status details can be seen by clicking on the status of the payment.

	View the payment amount and the account the money is being deposited in.
	Details about the payment can be seen including amount, type, and payment date.
	Total charges, refunds, and adjustments, minus any fees.
	Details of the transaction payment(s).

Related Articles

• Stripe Payments Setup Guide