Collect for Stripe Guide

 Last updated: July 2017

Connecting

When you start the app for the first time, you'll see the Connect screen. Just tap the gray button to connect your Stripe account, and you'll be sent to Stripe's connection process.

Press the blue button to login with your Stripe credentials. At this point, if your account has never connected to Collect for Stripe, you will be sent back to what looks like the same screen, but now the blue button says "Connect my Stripe Account."

Tap this button to finish connecting to Collect for Stripe. When you see the page with 'CONNECTED' text, you can press the 'Done' button in the bottom of the screen. You're ready to start using Collect for Stripe!

Creating Your First Charge

You’ve just connected your account and/or received readers. Congratulations! Now it’s time to start processing charges to your Stripe account.

In this transaction screen, you can beginning typing the amount of the charge and add a description for this specific transaction by tapping on ‘Add Description.’

Then just use the number pad to set your transaction amount, and the ‘Continue’ button will appear. Tap to continue this charge and begin the credit card entry process. You should also go ahead and plug your card reader into the audio jack, if you have it.

Create Charge 1
Create Charge 2
Create Charge 3

On this screen, you or your customer can add a tip amount with the tap of a button. (For charges less than $10, options will be $1, $2 or $3). Set a tip and then dip, swipe or type in your card.

Now you're on the third screen, and ready to confirm payment! You or a customer can press 'Confirm' to process.

After payment, the customer is taken to the Thank You screen with an option to email a receipt or say "No Thanks."

Create Charge 5
Create Charge 6

Tip: Quickly add saved items to a charge, automatically calculating price and adding to the description! Check out Inventory Mode.

Customers

Notes:
– For customer charges, receipts are automatically sent through Stripe, but only if you have receipts enabled in your Stripe settings.
– Because Collect for Stripe does not store your information, a data connection is required.

Create a customer

Rather than simply make a single charge, you can use a credit card to create a customer. That means any time in the future, you can come back to this customer and create charges (as long as the card remains valid) without gathering more information or exposing card numbers again.

To begin, go to Customers from the home screen. You will see an entry field at the top, where you will type the name of this new customer. Then, 'Add Card'.

Swipe a credit card to apply to this customer, or type the number via 'Input Manually.' You can also skip this for now and create a customer without a credit card, then easily add one later.

Create Customer 1
Create Customer 2

In the last step, add as much or as little contact information as you want. Here you can also apply subscriptions to this customer as you create it (if you attached a credit card).

Create Customer 3
Charge a customer

Navigate to the customer you want to charge from your Customers list. Scroll to the bottom of this customer detail page and tap 'Charge Customer.' This will create a charge using this customer's previously saved credit card information.

Customer Detail View
Charge Customer 1
Charge Customer 2

You will notice the same intuitive flow, but with a customer name onscreen along the way to let you know you're charging an existing customer.

Subscribe a customer

Note: You must have subscription plans added to your Stripe account. Do this in your Stripe Dashboard under 'Plans.'

Navigate to the customer you want to charge from your Customers list. Scroll to the bottom of this customer detail page. If Plans exist in your account, you may select one from the list and then just tap 'Apply Subscription.'

After it is applied, the Subscriptions list for this customer will reload, displaying the new subscripiton you've just applied.

Subscribe Customer 1
Subscribe Customer 2

New! –  Instant Subscriptions
As of version 1.8.0  you can subscribe a customer right from the home screen. Just go to Inventory Mode, select your subscription, and Continue. You'll be able to create a new customer to subscribe immediately on the next screen, or apply this subscription to an existing customer.

Instant Subscribe 1
Instant Subscribe 2
Instant Subscribe 3

Settings

Get to this section by clicking the menu icon or your business' logo on the home (tranasction) screen.

Notes:
– When creating customers, your active currency setting will apply to that customer.
– EMV is only available if charging USD (U.S. Dollars).

Tipping

This section simply tells you whether tipping is enabled (it is enabled by default). You can tap the button on the right side to disable or re-enable tipping.

Tax

Here, you can set a tax percentage, which will be automatically calculated and added to all charges. This number is called "Tax," but may be used to add any sort of percentage to charge totals.

Currency

Set a currency for your charges.

We include support for a handful the most popular currencies, and we may add more. To request your currency, just send us a Support Message! We would love to hear from you.

Inventory

Inventory is your list of items with preset values and descriptions. It's used to quickly and conveniently add items to a transaction.

On the home screen, switching to Inventory Mode will bring up your list of items. This way you can easily create charges without caluclating and typing in the total amount, or typing in a description each time.

Get to the Edit Inventory page either from Settings, or with the 'Manage Inventory' button at the bottom of your Inventory list.