Skip to main content

[Flex] Use a Stripe Terminal to Charge Invoices and Save Payment Details

Updated over 2 weeks ago

You can use your Stripe Terminals to unlock the following benefits for your community:

  • Members can pay on-site via a Stripe Terminal through an existing invoice without storing the payment details for later.

  • You can collect the payment details of your members and companies on-site via a Stripe Terminal.

Prerequisites and requirements

  • Ensure Stripe Terminals are available and supported in your region.

  • Order one of the following Stripe Terminals: S700 or WisePOS E.

  • Create a Stripe account.

  • Register your Stripe Terminal to a Stripe Location.

Please note that we do not currently support the addition of processing fees.


Connect Stripe and set up a Stripe Terminal

Before you can use Stripe Terminals to collect payments and save payment details, you must complete the following steps:

Charge invoices with a Stripe Terminal

If you want to charge a customer for an invoice using a Stripe Terminal, follow these steps:

  1. Go to Billing > Invoices.

  2. Open the invoice you want to charge.

  3. Click Charge via Terminal.

  4. Select the location of the Stripe Terminal you will use to charge the invoice and click Select.

  5. Confirm the amount to be charged and select whether you want to send a receipt through Stripe.
    Please note that if you have turned on automatic receipt generation in Flex, another receipt will be sent through OfficeRnD. Learn more.

  6. Click Charge.

  7. Ask the customer to tap their card on the terminal.

  8. The customer's card will be charged, and you will see a confirmation of the successful charge:

Unsuccessful charges

If the charge is unsuccessful, you will see an error message. Read the error message to understand the reason for the failure, follow the steps to fix the issue, and then retry the charge with the customer.


Add payment details with a Stripe Terminal

You can use Stripe Terminals to add payment details to a member or a company profile.

  1. Go to Operations > Companies or Operations > Members and open a company or member profile.

  2. In the Payment Details section on the panel on the right side, click the plus icon

    , and select Add Payment Details Manually.

  3. Select the location where you will add the payment details.

  4. Click Add Details via Terminal and click Add Details.

  5. Select the Stripe Terminal and click Add Details.

  6. Ask the customer to tap their card on the terminal.

​Using digital wallets with Stripe Terminal

Stripe currently does not allow digital wallets, such as Apple Pay or Google Pay, to be saved as payment details for future online payments. You can read more about this in the Stripe documentation.

However, customers can still use digital wallets to pay through a Stripe Terminal. Read the Stripe documentation to learn what is currently supported.

Did this answer your question?