Stripe integration allows Commusoft users to offer flexible and secure payment options such as card payments and digital wallets. This setting enables businesses to connect their Stripe account and configure accepted payment types for use within Commusoft’s self-service portals.
Deferred payments are valid for 7 days in Stripe.
Stripe does not process payments below £0.30 due to associated fees.
View integration
➡️ Profile icon > Integrations > Payments
Add integration
➡️ Stripe > Add integration
The steps listed below will be shown in the side panel, they must be completed in order to fully set up your Stripe integration.
Connect to your Stripe account
➡️ Connect to Stripe > Complete Stripe sign in steps > Connect
Link your Stripe account by logging in through the integration.
You'll be redirected to Stripe's login page.
If you have two-factor authentication (2FA) set up on your Stripe account, you'll need your device to hand to complete the sign-in through Commusoft.
If you have multiple Stripe accounts, they will be listed to select one per Commusoft account.
Once the Stripe authentication is complete, you'll be redirected to Commusoft again to continue to the next step.
Do not refresh the page, the system will refresh automatically upon successful login.
Enable features
MOTO
MOTO stands for mail order/telephone order, where customers provide card details over the phone or by mail. In the UK and EU, Strong Customer Authentication (SCA) rules may require additional confirmation for online payments. Enabling MOTO payments can help to reduce these triggers.
➡️ Tick MOTO to enable
Ensure MOTO is also enabled in Stripe.
Tap to Pay
Tap to Pay enables you to take contactless payments directly on a compatible mobile device without the need for additional hardware. This makes it easy for engineers/technicians to accept secure in-person payments from customers using contactless cards or digital wallets.
➡️ Tick Tap to Pay to enable
Location: If you have multiple locations set up in Stripe, select one from the dropdown.
If a single location is available, this is selected by default and cannot be changed.
Stripe locations are configured directly within your Stripe account. For further guidance, refer to Stripe’s platform documentation.
Payment methods
➡️ Select a payment method for each of the below-listed transaction types
Each payment method used must be unique. You can manage these in the Payment methods setting. Create new methods or rename existing ones to keep them organised for the transaction being taken.
Normal card transactions
Standard debit or credit card payments, the customer enters their card details into a form.
This is suitable for both self-service portal and internal use.
Wallet Pay
Payments made using digital wallets such as Apple Pay or Google Pay.
🔗️ Find out more about Digital Wallet payments on the Stripe website.
Google Pay
If the customer has Google Pay set up on their device or browser, they will be able to use this option when making payments through the self service portals.
Google Pay needs to be active in your Stripe account, this should be located within the payment methods setting under "Wallets". If you need help finding this, please get in touch with Stripe support directly.
Apple Pay
If the customer has Apple Pay set up on their device or browser, they will be able to use this option when making payments through the self service portals.
Apple Pay needs to be active in your Stripe account, this should be located within the payment methods setting under "Wallets". If you need help finding this, please get in touch with Stripe support directly.
Stripe requires a domain to be registered for Apple Pay to be used.
You will need to register the Commusoft portals domain in Stripe following the below steps:
In Stripe, navigate to the payment method domains page within settings
Click Add new domain
Copy this URL and paste it into Stripe: https://portals.commusoft.co.uk
Click Save and continue
If you need further assistance with adding the required domain for Apple Pay, please get in touch with Stripe support directly.
Due to Wallet Pay using Stripe to take payments, they respect any limits set for credit/debit cards within portal settings. Please ensure these are set for your requirements in the Invoice portal settings and Statement portal settings once you have completed the Stripe integration setup.
Tap to Pay
Contactless payments taken directly on compatible mobile devices in the field without extra hardware.
🔗️ Find out more about Tap to Pay for iOS on the Stripe website.
Nominal code
➡️ Select nominal code
This code is used for reporting purposes and to allocate transactions correctly when syncing with an integrated accounting package.
Find out more about Nominal codes.
Next steps
Now that the integration setup is complete, you can add the email tags to the relevant template to generate the portal links for customers to pay online:
The invoice email template needs the [invoice_portal_url] tag.
The statement email template needs the [statement_portal_url] tag.
Make sure app users are ready to take Tap to Pay payments onsite.
💭 Can't see the tags? Make sure the integration setup is complete and the tags should show in the list.
Manage integration
You can amend the payment method options if you need to make changes at later date.
➡️ Manage integration > Amend payment methods > Continue
Disconnect
If you no longer wish to use the Stripe integration, or you need to change the integrated Stripe account, it can be disconnected.
➡️ Disconnect > Type "Disconnect" > Disconnect
Considerations before disconnecting your Stripe integration:
Any pending deferred payments will need to be cancelled or allowed to process before disconnecting your Stripe integration.
All stored cards will be removed from your customers once you complete the disconnection.