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Stripe Payments Setup Guide

  • Updated

Watch the video:

Click through the Table of Contents to setup the Stripe Payments integration in Covetrus Pulse:

Step One: 

Step Two: 

Step Three: 

Stripe Enrollment & Activation

  • To enroll with Stripe and order devices, go to Settings > Integrations > Stripe.

  • To complete enrollment, you will need:
    • Your business Employer Identification Number (EIN)
    • Social security number of the authorized person who will manage the Stripe account on behalf of your organization.
    • Routing number and account number of the bank you wish to set up for payout.
  • On the right side of the screen review and agree to the terms and conditions by checking the box.
  • Then, click the Start Stripe Enrollment box.

  • This will open a dialog box that will lead you through the account creation process.
  • After the application is submitted, the Account Management link will appear where merchants can view and edit information about their business. 

Ordering Devices

Once your account is set up, it’s time to order your card readers.

  • On the Stripe page, click on Go to Device Ordering from the Payment Processing page.
  • This will open a new window and prefill your Account ID. Click Enter.
  • Next, complete the SMS verification by entering a valid phone number.
  • Once the verification is complete, the hardware catalog will open.

  • You can add desired hardware to the cart by using the quantity field and add button or the shopping cart button.

  • When complete, view the cart and click Checkout.
  • Enter the shipping address and shipping method, then click Review Order. 

  • At this point you’ll review the order and click the Confirm and Pay button. To receive two free devices, enter COVETRUSPAYS in the Coupon field and click Apply (this code expires 2/1/25, shipping and taxes are excluded). 

  • Enter the payment information and click Pay Now.

  • When the order is placed a confirmation message will display verifying the order was placed.

  • To view the details of the order, use the Orders History menu option.

At this point the order can be canceled if needed by utilizing the the Cancel Order option. This option will not be available once the order is shipped.

Reader Set Up

Before the devices can be used with the integration, they will need to be fully charged, configured on the Wi-Fi network and registered within Pulse.

Configuring the Network

To configure the Wi-Fi, swipe the reader screen left to right and select Settings.

  • Enter 07139 for the admin PIN, then go to Network and choose the correct Wi-Fi network.

 

Registering the Reader
  • Once the reader has been connected to the Wi-Fi network, the reader pairing code should appear.  If the pairing code does not appear, return to the Admin options by swiping left to right and enter the code 07139, and select Generate pairing code.
  • A registration code will appear on the reader and will need to be entered within Pulse.

  • This is done by going to Settings > Integrations > Stripe > Device Setup.

  • Scroll down to the Stripe Payment Readers section.
  • This will display a Register Reader dialog box where you’ll enter the Reader Label and the
    Registration Code.

    • Reader Label: Enter the name that you wish to appear for selection at checkout. This name will
      identify the reader used when processing a payment. Example: “Front Desk”, “Exam Room”, or any nickname you wish.
    • Registration Code: Enter the code shown on your device.
  • Select Save and the reader will restart and perform firmware updates. 
    • Note: This step may take 5 to 10 minutes.

  • Return to Pulse and register the remaining readers, if needed.

Testing Transactions

Once the readers are registered it’s recommended to run a test transaction with each reader to ensure the settings are configured properly.

  • Find a test client and click on Make Payment.
  • Process a $.50 payment using credit card payment type.

Note: Review the payment receipt and ensure the last 4 digits of the card number and transaction ID are included.

  • Repeat test transactions for the remaining readers, if needed.

Once the readers have been verified with test transactions, the payments will need to be voided.

  • To void the payments, navigate to the test Client’s Payment History, and locate the test payments.
  • For each test payment select Void Payment, then click the Void and Refund option to return the charges back to the test card.

Setting Up Text-to-Pay SMS

With Covetrus Comms or Message Media

For practices using Covetrus Comms or Message Medial for SMS integration, you will need to confirm that ‘Enable SMS Integration’ is enabled and saved. Note: Employees must have a business owner or manager role to be able to select this option.

  • To setup Covetrus Comms or Message Media, Go to Settings > Client Engagement > SMS Setup. 

Without Covetrus Comms or Message Media

If your practice wants to send an invoice using SMS, and does not have an SMS solution, you will need to enable the Covetrus SMS Integration.

  • Go to Settings > Practice Setup > General > Integration Settings.
  • Enable Covetrus SMS will need to be checked. If you do not see this option, please contact support.
  • Enable SMS Integration needs to be disabled (unchecked).
  • Save the settings.

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