Stripe is a payment processing solution for independent hotels and chains. When integrated with RoomKeyPMS, hoteliers can take advantage of the following Stripe features:
- Streamlined payment processing and authorization directly in RoomKeyPMS
- Automated Reconciliation
This credit card interface requires that all computers at the property, regardless if they will be using the interface to process credit cards or not, MUST be updated to Version 11.0.0.29 or above
STEP #1 Setup Your Stripe Account
An Owner or General Manager with significant management responsibility for the hotel should be the one to complete the following account setup
The purpose of this first step is to setup your Stripe Account for integrated payment processing. Once you have purchased Stripe Payments, you will be sent a link sent via email to begin your application.
Click below for more information:
In your email, click on the link to start your Stripe account setup. Note: this is a one-time-use standard onboarding link that expires after 7 days.
You will be asked to enter an email address for this new account; the email entered should be that of the Business Owner or someone with significant management responsibility for the property.
Once an email address is entered, click the Continue button
Enter a secure password for your account, and then click the Continue button.
If 2-factor authentication is required, you can choose to setup 2 factor via Text, Authenticator App or via Security Key. You will need to select an option and then select "Next" to enter the Security Code provided.
After entering the Security Code, select "Next" and you will be provided with an emergency backup code (this should be stored somewhere safe in case you ever get locked out of your Stripe Account)
Select "Next" to continue.
Follow the steps on each page to compete the required business information, such as:
- Business Details including Address, Phone Number, Tax Number, etc...
- Personal Details including Address, Phone Number, Position, etc...
- Bank Account Information
- Public Details for Customer (ie: what name should appear on CC Statements, Customer Support Phone Number)
If your are unsure about the "Type of Business"you should select, please review the following Stripe guidelines:
OPTIONAL: You can choose to take part in Stripe Climate or select "No Thanks" to continue
Finally, you will review all the details entered and select the Agree & Submit button to confirm the information and submit your application for an account.
A message will then appear advising that the onboarding process is complete.
When you complete you Stripe Account Onboarding, you will receive an email from Stripe asking you to "Verify your email" - click on the "Verify email" button in this email to Confirm email address and login to Stripe.
When you log into Stripe for the first time, if additional information is required, a warning will appear at the top of the webpage.
Below is an example of one of the warnings that could appear. This warning states "Payouts paused until requirements met", we will select "Add information" in order to provide the requested information.
Below is an example of what you may see when information is missing. You would select "Update" to add the missing information.
Below is an example of some Additional Information that may be required. In this case, Proof of Address & Proof of Identify is required. You would select the "Upload document" buttons to upload the requested information.
When "Upload document" is selected, another window will appear advise what is required. Below is an example of the screen that would appear if ID Verification is requested.
And below is an example of what would appear if Proof of Address is requested.
Once the requested Additional Information has been added, select the Submit button to send this information to Stripe.
These final steps should be completed prior to Activating your Stripe integration with RoomKeyPMS.
Login to the Stripe portal:
- In the Settings menu, select Profile
- Select the Edit button
- In the Name field, enter the username for your account
In the Stripe portal:
- In the Settings menu, select Settings
- In the Business Settings section, select Account details
Account Details
- Account Name: this should be the Business Name. The business name is the legal name or DBA (Doing Business As) name of your company.
It is important to enter the business name accurately and according to the documents filed to register the business. If you have not filed paperwork to register as a business entity, you should enter your individual name as the business name. For more information, you can refer to the document Selecting a Business Type and Business Structure
- Phone Verification: the Account Owner can add a phone number to this account in order to process payments & manage customer cards directly from the Dashboard.
- Time Zone: select the Property Time Zone (must be updated correctly for payouts to process correctly)
Select the Save button to continue.
In the Stripe portal:
- In the Settings menu, select Settings
- In the Business Settings section, select Tax details
Tax Details
This information may already be pre-populated based on the information entered during the Account Setup, please verify that everything is correct.
NOTE: It is the name under "Tax Details" that will appear in the RoomKeyPMS Master Account as the Property Name
STEP #2 Order Your Terminal Devices
Login to your Stripe Portal dashboard here: https://dashboard.stripe.com/login
- In the left-side navigation panel, select the More + button
- Select the Terminal readers button
- On the Terminals readers screen, select Order a card reader
- Select the Shop button
Select BBPOS WisePOS™E (BBPOS WisePOC™E docs).
Do not order the BBPOS WisePAD 3, it is not compatible at this time.
On the Order screen, complete the following:
- In the "Deliver to" drop-down menu, select Canada
- Select the number of devices you want to order
- Click the Add to cart button
Follow the remaining prompts, enter your delivery address and payment information, to complete your purchase.
We recommend purchasing the BBPOS WisePOS™E Dock alongside your terminal devices, this charging dock ensures your devices stay charged for all day use.
STEP #3 Book your Testing and Installation Date
The purpose of this step is to schedule your Testing and Installation date with a RoomKeyPMS Interface Specialist. Once your Account has been created with Stripe, a RoomKeyPMS Interface Specialist will send an email with the following information:
- Terminal Installation Booking Link - use this link to schedule your Testing & Installation date with a RoomKeyPMS Interface Specialist
- Training Articles - these links direct you to relevant articles on our RoomKeyPMS support website
STEP #4 Testing and Installation: Conference Call with a RoomKeyPMS Interface Specialist
The purpose of this step is to complete the Stripe Payments Installation and Testing with the RoomKeyPMS Interface Specialist. During the scheduled conference call, the Interface Specialist will complete the following:
- Perform a Token Wipe, but you will be asked to verbally confirm the following first:
- All authorizations for In-House Guests are settled with your existing credit card processor
- All Departure Guests are prepaid/settled with your existing credit card processor
- All Arrivals that require a prepayment at Check-In (such as Expedia Prepaid/Virtual Card) are processed AFTER the testing and installation is completed
- Assist you with Terminal Device Configuration
- Add Terminals to the Stripe portal
- Enable the Online Processing Available checkbox in the RoomKeyPMS Property module
Once these items are completed, the Interface Specialist will send you an email to confirm that the Stripe Payments has been successfully installed and tested - you can now use this interface to process credit card payments and authorizations directly in RoomKeyPMS!