Contents
Overview
Stripe is a service for managing online payments.
The integration lets you generate payment links through Stripe. When an invoice is paid, the payment status changes automatically in Simla. You can also issue a refund from the order. The link can be sent by SMS or email, copied to a chat, or shared through another messaging service.
The integration is available if at least one of the following countries is enabled: Spain, Peru, the United States, Chile, the United Kingdom, Mexico, Bolivia, Japan, Germany, Colombia, Ecuador, Argentina, India, Brazil, Portugal, China, or the United Arab Emirates.
Important!
The currency configured in Stripe must match the currency selected in Simla.
Configure the integration
Prerequisites
To connect Stripe, you need a verified Stripe account. Complete the company, bank, and other details required by the service.
The account can be connected to Simla after the contract has been signed and the live account has been activated.
Create an API key in Simla
Before connecting Stripe, open your Simla account, for example, https://yourstore.simla.com, and go to Settings → Integration → API access keys. Create an application programming interface (API) key, select the store, and enable the following methods:
Integration:
/api/integration-modules/{code}/api/integration-modules/{code}/edit
Payments:
/api/payment/(updateInvoice|check)
Connect and configure a Stripe account
In the Simla Marketplace, select Stripe and click Connect. On the connection page, enter your Simla account URL and the API key created earlier.
Open the Accounts section and enter the Publishable Key and Secret Key to add an account.
Note
The Publishable Key and Secret Key are available in Stripe under Developers → API keys.
After entering the keys, click Save. The updated page displays the connected account, store name, and Confirm manually option.
The Confirm manually option lets you confirm or reject each payment from the order and helps prevent accepting a payment that would then need to be refunded.
Note
If Confirm manually is disabled, payments are accepted automatically. To cancel an accepted payment, you must issue a refund.
The Test field is configured through Stripe and indicates whether the connected account is for testing or production.
Below the connected accounts table, a link opens the payment type settings in Simla.
Payment types and invoice statuses
For every store connected in Stripe, Simla automatically creates a payment type with default settings. You do not need to create it manually. If necessary, edit it under Settings → Data books → Payment types.
The invoice statuses also receive a default mapping. If statuses have already been configured for another payment integration, the same settings are applied to later integrations. The mapping can be edited when necessary.
Click Configure in the Invoice statuses section to open the status mapping window.
If the existing statuses do not match the company's process, select the status to map, click Add new payment status, enter a name, and confirm it using the green checkmark icon.
Statuses created from this window are also available in the Payment statuses section.
Work with Stripe in an order
After the integration is configured, the Stripe payment type is available in the Payments block of the order.
Generate and send a payment link
After saving the order, you can generate a payment link. The following information and actions are then displayed:
- Link to pay: can be copied and sent to the customer in a chat.
- Send to email: sends the link to the email address specified in the order.
- Sum: total amount to be paid.
- Creation date: date when the link was generated.
- Invoice status: updates automatically when the payment is completed.
- Cancel: cancels the link.
- Status: updates automatically according to the configured status mapping.
- Paid date: date when the payment was completed.
Complete a payment and issue a refund
When the customer opens the link, Stripe displays its secure payment page.
After a successful payment, its status is updated in the order according to the configured mapping. The Sum and Paid date fields also show the updated data.
To issue a refund, click Obtain a refund in the order.
After the refund is confirmed, the payment status is updated automatically.
