A new account on a paid plan meets a dialog it cannot close until Stripe is connected, which is why people say they are stuck before they have built a single service. It takes a few minutes, and nothing else on the payments page works until it is done.
Connect Stripe first
- In Activate Stripe, gather the three things under Have these ready.
- Tick I have my photo ID, ABN, and bank details ready.
- Select Finish Account Setup with Stripe and complete Stripe's form, or sign in to the Stripe account you already have.
- When Stripe sends you back, select Use this account.
The dialog opens over whatever you were doing and has no close button, so Activate Stripe is the first thing a new Business Pro, Business Flex, Business Max or Enterprise account does. Have the three things on its list to hand: a photo ID, your ABN and business details, and the BSB and account number you want to be paid into. If you already have a Stripe account, connecting it is the whole job.
Tip
Keeping a Square, Zeller or bank terminal is fine and it does not remove this step. Stripe is the account Petboost charges through, so a card on file, a no-show charge and a payout all need it.
Order the reader, then connect it yourself
- Open Settings, then Pricing & Payments.
- Switch on Advanced options and find In-Person Payments.
- No reader yet? Select Order a reader from Stripe. A new order is a Stripe Reader S700, and a WisePOS E you already own keeps working.
- When the reader arrives, put it on your Wi-Fi, tap Settings on the reader, then Generate pairing code. It shows three words.
- Select Connect your card reader, type the three words and select Connect reader.
In-Person Payments is not on the main part of the page. It sits under Advanced options on Settings > Pricing & Payments, beside the accounting links.
Petboost registers the reader to your own Stripe account and connects it in the same step, so there is nothing to do in the Stripe Dashboard and nobody to wait for. Already registered it in Stripe? Select Find my reader instead of typing a code.
Trap
The Online and Offline badge follows whether in-person payments are switched on for your account, not whether the reader is on your Wi-Fi. A reader that has dropped off the network still reads Online here.
Petboost sends every in-person charge to the one reader connected to your account, and it has to be a Stripe reader. A Square, Zeller or bank machine keeps working the way it always did, and you record what you take on it against the booking as Other EFTPOS. That choice only shows while no Stripe reader is active on the account, so it leaves the Payment Method list once yours is connected.
Read a payout before you ring anyone
- Open Settings, then Stripe Payouts.
- Under Payout History, select the payout to open it.
- Read Card sales, Refunds, Stripe processing fees and Petboost booking fees against the amount the bank received.
Settings > Stripe Payouts lists every payout. Open a row in Payout History and it reconciles itself against the transactions inside it.
| Line | What it is |
|---|---|
| Card sales | The card payments that went into this payout |
| Refunds | What you sent back, taken off the same payout |
| Stripe processing fees | Stripe's charge for processing the card |
| Petboost booking fees | Petboost's fee on card payments taken through Petboost |
The two fee lines are separate because two companies charge them, and they are never added together. Your own rates sit on each transaction's Show breakdown, which is the only place they are right for your plan.
The Petboost booking fee can be added to the client's invoice: switch on Pass platform fee to customer under Fee Configuration on Settings > Pricing & Payments. Stripe's processing fee cannot be passed on.
Tip
Where Stripe pays you shows the bank, the BSB and the last four digits, and the button under it is Change in Stripe. Petboost does not hold your bank account, so changing it, and changing how often you are paid, both happen in Stripe.