Click through the Table of Contents to access the different workflows when using Stripe Payments in Covetrus Pulse:
Stripe Enrollment & Activation
- Go to Settings > Billing > Payments and enable the Stripe Payments Systems option.
- Scroll to the bottom of the page and select Save.
- Locate the Stripe Payments Settings section and select Enroll.
- A new dialog box will load to collect enrollment information. Answer all questions. To complete enrollment, you will need:
- Your business’s 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.
- In the bank account section, skip the link set up by selecting Not now if enrollment needs to be paused.
- After completion of all questions, the dialog will close. It may take a few minutes to complete the
enrollment approval. Refresh the screen to see the latest status.
Note: If enrollment needs to be paused, the information entered will be on file. You can continue where you left off by returning to the Stripe Payments Settings and select Enroll.
- Once the enrollment has been approved, the Account Management link will appear where merchants can view and edit information about their business.
Reader Configuration & Registration
Before the devices can be used with the integration, they will first need to be configured on the Wi-Fi network and registered within Pulse.
Configuring the Network
Once the reader is charged, follow the instructions on the device to configure the Wi-Fi.
Note: If the reader is not showing Wi-Fi configuration by default, swipe the screen left to right and select Settings > 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.
- To enter the code in Pulse, go to Settings > Billing > Payments > Stripe Payment Readers > Register Reader.
- 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.