To setup the integration with Stripe, see here.
How to capture/record a payment
With Stripe, you can perform payment operations directly from your Booxi Back Office. You may:
Take a payment (i.e. enter the client's credit card info (if not already captured) and charge them)
Record that a manual payment was completed (i.e. on behalf of a client).
Stripe online
To capture an online payment for your client (via Stripe), follow these steps:
For an appointment:
Right click on a booking, then select “Take a Payment”; a window will open.
Set the payment method to "Stripe Online", and specify the required amount. Click "Confirm".
The Stripe payment form will appear; enter the required info using the client's email and credit card information.
*Note: this step can be skipped in case you've previously captured the client's credit card info.
Once completed, the payment made will be reflected in the booking's payment status.
For group reservations: open the group event, select a reservation, then follow the same process described above.
Notes:
The "Capture Card Info" option is not available for group reservations.
You can also send a payment request email to your client. To do so, follow these steps:
Right click on a booking, then select “Take a Payment”; a window will open.
Set the payment method to "Email", and specify the required amount.
Click "Confirm".
The booking's payment status will reflect the change.
Capture Card Info
You can capture a client's credit card info.
This is most commonly done to allow you to charge a client in case they do not show up to their appointment or attempt to cancel their appointment outside of the booking window you've set. If this is the case, ensure these conditions are clearly stated in your booking and/or payment policy.
Right click on a booking, then select “Take a Payment”; a window will open.
Set the payment method to "Capture Card Info", then click "Confirm".
Enter the client's credit card info, then save.
*Note: the client will not be charged.
Other
To register a manual cash payment or a payment using a payment processor terminal, follow these steps:
Right click on a booking, then select “Take a Payment”; a window will open.
Set the payment method to "Other", and specify the required amount.
Click "Confirm".
The booking's payment status will reflect the change.
You can view the booking's payment status and associated details at any time.
Color status
Follow this legend to differentiate between booking payment statuses:
Blue: payment was requested, not yet paid.
Yellow: there is an outstanding balance, payment must be requested.
Green: payment complete in full.
You can quickly check the payment status by hovering your mouse over a booking:
Notes
When an appointment is cancelled by the customer or the merchant, the refund must be manually processed in Stripe after the confirmation of the cancellation in Booxi; no refunds are done in Booxi.
From your Stripe dashboard, you can easily find a payment transaction, perform a refund and create simple transaction reports.