Nov 2023: Additional Feature - Stripe Updates
RCM has made recent improvements to our integration with the Stripe Payment Gateway. You are now able to add cards to Stripe using Terminals and you are able to delete rebilling tokens.
Adding Card to Stripe Using Terminals
If you have Stripe Card Readers linked to your payment gateway, you are now able to use them to add rebilling tokens to Stripe without having to take an authorisation or payment. See the Stripe Connect Onboarding article for information on how to link Stripe Card Readers to your Stripe Account.
In the Stripe section of the payments screen, when you click "Add Card", the following window will open. On this window:
- Only Head Office Users can see and change the Stripe Account. For Location Users it will be automatically selected based on the booking Pickup Location and Brand.
- To add a card using the normal method simply click "Continue".
- To add a card using the Stripe Terminal select "Use Stripe Card Reader". This will display a dropdown called Card Reader that contains all the Stripe Card Readers recorded at this booking's Pickup Location. If you wish to select a Card Reader that is at a different location, select the "Show all Stripe Card Readers" option and the dropdown will display all Stripe Card Readers linked to your selected Stripe Account.
- Please note: if you have multiple Stripe Accounts, you will only be able to see and select Card Readers that are linked to the selected Stripe Account.
Once you have selected the correct Card Reader, press "Continue".
You will then be given a message to "Please follow the instructions on the card reader." Once you have done so and the card has been scanned, it will create a new rebilling token, that can be seen and used in the Stripe section of the Payments screen as shown below.
Deleting Stripe Rebilling Tokens
Selected Users are now able to delete rebilling tokens in Stripe. This is useful for dealing with duplicate records, or situations where the driver has changed.
The ability to delete rebilling tokens is enabled at the user level. When you edit a user, on the Permissions tab, one of the options is "User can delete rebilling tokens". To enable this for the selected user, tick the box and click "Save".
Users who have this enabled will see a red Delete button for each rebilling token record in the Stripe sections of the Payments page, as shown below.
If, you select this button and confirm that you wish to delete the card, it will be moved to display under the Deleted Cards section as shown below. Rebilling tokens that have been deleted and display here cannot be used to make payments, authorisations or refunds. Once a rebilling token has been deleted, this cannot be reversed; if you wish to use the card again, you must re-enter it into Stripe.
You Can No Longer Delete or Update Stripe Payments
The ability to update and delete payments, taken using Stripe, from the Booking Payments tab of the Booking Form has been removed. As you can see below, the two icons that allow this for manual payments cannot be used for Stripe Payment records.
As this money has been physically charged to the customer, the record of the payment cannot be removed from the booking or changed to a different value.
If there is a situation in which the money is returned to the customer (e.g. the booking is cancelled), then instead of deleting the payment record, you must process a refund through Stripe. Alternatively, if the money is refunded to the customer using another method, you can create a refund on the booking by manually adding a negative payment to the booking.
When processing refunds through Stripe, please note that refunding the "Original Payment Amount" refunds any Merchant Fee processed along with the payment, and as such the booking will end up owing this Merchant Fee value. So please ensure that the refunded amount is correct for the situation.
For more information on the Stripe Payment Gateway please see the Stripe User Guide article.
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