Using the Stripe interface on the PMS

This guide looks at the configuration and usage of Stripe as a payment gateway within the PMS.

Configuration

As an initial step the relevant Stripe account Secret Key must be passed to HART in order to create a link between HART and the property's Stripe account.  Please contact Stripe support for guidance on locating this information.

Following this within the PMS, create the interface via Configuration > Access > Interfaces.  In the area detailed below right mouse click and Add Entry giving the interface the name and alias Stripe and choosing the Credit Card Type.

Prior to generating payment links a payment link request and payment link receipt email template should be set in the cloud.

Creating the Payment Link templates

Within cloud-reservations navigate to Hotel > Templates and choose the Payment link email template. Create the template using the Smart Tags as per a room reservation and set a subject line.  Please ensure that the template contains the smart tag $$PaymentLink$$ as the actual link will sit behind this.

Next, create the Payment link receipt email which will go to the guest once they have successfully made a payment.

The following bookmarks can be used;

• $$ID$$
• $$Arrival$$
• $$Paid$$
• $$PayMethod$$
• $$PayDate$$

Navigate to Hotel > Configuration and the email tab and add;

•  Payment links as the activity 
•  The agent and copied into the email address.
•  The URL link you wish the guest to return to once they have made their payment.
• Please note Membership payment links will be delivered using the Membership activity type

 Generating payment links and tokens within the PMS

Using a Room Reservation as an example within the Deposits tab click the Credit Card button and select the Generate Payment Link option

In the following screen enter the value of the payment link.  Payment links can either be for a specific amount or can be set to £0 meaning a token will be generated.  

Pressing OK will generate the link inside the email template set previously in the cloud.  This can be amended if required and sent to the guest.

Utilising a token

To utilise a token against a deposit payment, within the Deposits tab click the Credit Card button and select Charge/Refund Token

An amount can then be inputted and via the upper field and the relevant token to be used via the ? button.  Once this has been selected the Charge button can be pressed to complete the process

The process for utilising a tokenised card on check out is the same, however should take place ion the Billing tab of a reservation

Where a refund needs to be issued this can only take place via a token rather than a payment link.  Within Stripe it is a case that specific transactions are refunded either in part or whole and can only be made up to the value of the original transaction.

To issue a refund select the Charge/Refund Token option as previously and again input the amount as a positive number e.g. £50.00 and click the Refund button.  It is not necessary here to select a token

Following this a list of transactions previously taken via payment link or token are displayed.  The relevant transaction that is being reversed should be selected via a double click to action the Refund process

The refund will then be completed and show within HART