Stripe Payment Processing Integration

All Plans

CloudBridal's Stripe integration provides a complete payment processing solution that allows you to accept payments directly through the application. This integration streamlines your payment workflows and enhances your customer experience.

Contents

• Key Features
• Connecting to Stripe
• In-Person Payment Processing
  • Card Reader Setup
  • Processing In-Person Payments
  • Manual Card Entry
• Payment Receipts
• Online Payment Options
  • Payment Links Core Plan Ultimate Plan
  • Client Portal Payments
• Paid Appointments
• Refund Processing
• Tips and Gratuities
• Processing Fees
• Regional Availability
• Common Troubleshooting

Key Features

• In-Person Card Reader Payments: Process credit card payments using the Stripe BBPOS WisePOS E card reader
• Manual Card Entry: Enter card details manually for phone payments
• Payment Links: Send payment links via email, SMS, or direct URL
• Client Portal Payments: Allow customers to pay online through their client portal
• Payment Plans: Create structured payment schedules customers can pay online
• Appointment Fees: Collect appointment booking fees or deposits
• Refund Processing: Issue full or partial refunds that sync with CloudBridal
• Tip Collection: Capture tips during the payment process

Connecting to Stripe

To set up the Stripe integration:

1. Go to Stripe Integration Settings in CloudBridal
2. Click Connect with Stripe
3. Follow Stripe's onboarding process to create or connect your account
4. Provide your business details and complete the verification process
5. Once connected, return to CloudBridal to configure which payment features to enable

In-Person Payment Processing

Card Reader Setup

To use the Stripe BBPOS WisePOS E card reader:

1. Purchase the Stripe BBPOS WisePOS E terminal
2. In CloudBridal, go to Stripe Integration Settings
3. Under Card Reader Settings, click Register New Card Reader
4. Follow the instructions to connect and register your device
5. Your card reader is now ready to accept payments

Processing In-Person Payments

To process a payment using the card reader:

1. Navigate to the customer's profile
2. Create or select an existing order
3. Click New Payment in the Payments section
4. Enter the payment amount or use the preset options (Pay Half, Pay in Full, etc.)
5. Select Charge Now With Stripe
6. Choose Use Card Reader
7. The card reader will display the amount to charge
8. Have the customer insert, tap, or swipe their card
9. Once approved, the payment record is created in CloudBridal

Manual Card Entry

For phone payments or when the card reader isn't available:

1. Follow steps 1-5 above
2. Choose Manual Card Entry
3. Enter the card details (number, expiration, CVV, zip code)
4. Click Submit Payment
5. The system will process the payment and create the record

Payment Receipts

After processing a payment through Stripe:

1. You'll be prompted to send a payment receipt
2. Choose from email, SMS (requires Twilio integration), or print options
3. The receipt includes payment details, tip amount, and transaction details

Online Payment Options

Payment Links Core Plan Ultimate Plan

Send customers links to pay online:

1. Create a new payment and select Payment Link
2. Choose how to send: email, SMS (requires Twilio), or get a direct link
3. When the customer completes the payment, it's automatically recorded in CloudBridal

Client Portal Payments

Allow customers to pay through their portal:

1. Enable the Client Portal in Client Portal Settings
2. Customers can log in and view their order details and payment schedule
3. They can make payments directly through the portal

Paid Appointments

Collect fees during appointment booking:

1. Go to Appointment Settings
2. Edit your appointment types and configure payment settings:
   • Charged at Booking: Immediately charge the customer's card
   • Reserve with Card: Hold card information without charging
   • Charge Manually: Collect card info for later charging

Refund Processing

CloudBridal now supports refund tracking:

1. Find the payment in the customer's profile
2. Click the Refund button
3. Enter the refund amount (partial or full)
4. Add refund notes if needed
5. Process the refund
6. The system updates both Stripe and CloudBridal records

Tips and Gratuities

CloudBridal now supports tip collection:

1. Enable tips in Stripe Integration Settings
2. When processing a payment with the card reader, customers will be prompted to add a tip
3. Custom tip amounts can be entered or preset percentages selected
4. Tips are tracked separately in the system
5. View tip reports in the Reports section

Processing Fees

Payment processing includes:

• Standard Stripe processing fees based on your country and payment method
• CloudBridal platform fee of 0.25% (reduced from previous tiered rates)
• Lower rates apply for card-present transactions using the card reader

Regional Availability

The Stripe integration availability depends on your region:

• Check Stripe's regional considerations for card reader support
• In unsupported regions, you can still use manual payment recording in CloudBridal

Common Troubleshooting

• Card Reader Not Connecting: Ensure Bluetooth is enabled and the reader is charged
• Payment Declined: Verify the card has sufficient funds and retry the transaction
• Refund Issues: Contact Stripe support for assistance with failed refund attempts
• Missing Transactions: Check the Stripe dashboard for transaction status