Now that you have your Stripe Terminal set up,
it's time to start using it to complete a payment transaction.
In this step-by-step guide, we will walk you through the process
of initiating an authorization with Stripe Terminal within Lobbi PMS.
You can check out our guide on How to get started with Stripe Terminal to learn more about the process of ordering and setting up your Stripe Terminal.
First, you'll need to create a new booking or select an existing booking that you want to process a payment for. Once you have selected the booking, navigate to the Administration section of the booking details.
1. Click on the Stripe Payment Terminal button, this will open up the Stripe Terminal payment modal.
2. From here, select the right terminal. You may have multiple payment terminals within your
Stripe account, so be mindful of which terminal you choose.
After selecting the right terminal, you'll need to wait for the message Connected to reader to appear. This may take a few seconds, so be patient. At this point, you'll see that the button turns from grey to white, indicating that the terminal is ready to process the payment.
3. In the payment modal, you should see a pre-filled amount based on the booking total.
You can adjust this amount if necessary.
IMPORTANT
It's important to only click once on the Get authorization for this amount button to avoid sending several
requests and disrupting the payment process.
From the guest's end, they'll be prompted to add their card with this message and visual.
IMPORTANT
When you choose Authorization, the payment will be held for 48 hours, and you will need to capture
the payment within that time frame.
4. Click on the money pile icon to capture the authorized amount. You will see a green tick or a confirmation message indicating that the capture was successful.
5. Refresh the page to ensure that the transaction has been updated in the payments section.
If you need to initiate a refund in Lobbi PMS, head over to the full article Initiate a refund for a payment or authorization made with Stripe Terminal to learn more about the process.
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