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Welcome to the Omeda Stripe Connect Payment Gateway Integration Guide. This document will help you navigate the setup and use of comprehensive document is designed to assist you in setting up and utilizing our Stripe Connect integration, enabling allowing you to accept payments seamlessly effortlessly within your Omeda account. If you have not haven't done so already, prior to starting onboarding please reach out to your CSM please contact your Client Success Manager (CSM) or email sales@omeda.com to get startedinitiate the onboarding process. Below, you will find a FAQ section that provides further insights into commonly asked questions.
Omeda with Stripe Connect Integration Overview
Omeda’s integration with Stripe Connect provides a modern payment gateway that supports all major credit cards and digital wallets like Apple Pay and Google Pay. You can manage everything directly from your Omeda account, including:
Onboarding and applying for a payment gateway
Accessing payment gateway reporting tools
Managing and responding to disputes
Most users can be onboarded and start accepting payments within minutes of completing the application. A dashboard tool is also available for those who prefer a Stripe-hosted dashboard. If you currently use Stripe with our HostedPCI option, you'll need to onboard to Stripe Connect, but we can assist in transferring your PAN data. Please reach out to our support team for information on how to get started with Omeda’s Stripe payment integrations offering.
Customers interested in getting start with our Omeda/Stripe Connect integration can reach out to their account manager or to sales@omeda.com for more information. Once enabled for an customer, admin users on that account can enable access for team members through the "Manage Users" settings. Permissions can be adjusted at varying levels, allowing for controlled access to the feature based on user roles. This ensures that only authorized personnel can utilize the payment processing tool while maintaining oversight and security, while also preventing a single point of failure in case the admin leaves the organization.
Omeda with Stripe Connect FAQs
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Onboarding and Gateway Setup
Step 1: Access Self-Service Menu
Click on your name in the upper right corner.
Select Manage Databases from the dropdown menu to access the Self-Service screen.
Step 2: Navigate to Payment Gateways
On the left-hand menu, look for Payment Gateways (available to users with appropriate permissions, which can be set by Admin users under “Mange Users”).
Step 3: Create a Payment Gateway
On the Payment Gateways page, click the Create button in the top right corner.
Complete the application form, which is required for identity verification. This form is managed and secured by Stripe.
You will first be asked for your email and phone number for a two-factor authorization verification system. Once you receive your passcode, make sure to save it. You will use this to re-access the application if need be and to access the gateway reporting. dashboard initially and invite other users.
Prepare to provide information about your business (e.g., business type, ownership structure, etc..) and personal information for the individual completing the application.
Only the person signing the application can be listed as the representative, this is a legal requirement for verification of identity.
Step 4: Save and/or Submit Application
You can save and exit the application at any time if you need to return later. The application will save information that has been entered every time you click Continue after completing a section of the application. Clicking the “Return to Omeda” button will exit the application and take you back to the Omeda Manage Databases screen.
Once you fill out the application, click Submit. Most applications are approved quickly, but additional information may be requested. If additional information is needed, Omeda and Stripe will both communicate this to you via email or in-app notifications and you will be able to go in and add the missing/requested information.
Step 5: Manage An In-Progress Application
If additional information is needed, click Continue to re-enter and update your details and finish filling out your application.
If you wish to start over, you can delete your in-progress application by clicking Delete.
Step 6: Confirm Gateway Activation
After submission and approval, your Payment Gateways page will display the newly created gateway and its status.
An in-progress status is listed for accounts that have not submitted an in-progress application. An active status indicates that the gateway has been approved and is ready for use. You will see your account ID, gateway name, and additional management options. Most customers should see their status update almost instantly upon submission of a completed application.
If you wish to remove an active gateway, please reach out to our customer service team.
Accessing the Stripe Connect Reporting Dashboard
Users utilizing our Stripe Connect Gateway option have access to a reporting dashboard in addition to the existing reporting tools within our app.
Initial Setup
Passcode: When first creating your gateway, a passcode was set up for accessing your dashboard. Please make sure to note this passcode for future reference. If you cannot remember this passcode, please use the “Forgot Passcode” link for assistance.
User Management: After logging into the Express Dashboard, users can create additional profiles and grant dashboard access to team members. This practice is highly recommended to ensure continuous access in cases of staff changes or forgotten passcodes. This is further outlined below in the “Adding Additional Users” section.
How to Access the Express Dashboard
Navigate to the Payment Gateways page.
Click the kebab menu (three vertical dots) on the right-hand side for the gateway.
Select the Manage Account button to access the dashboard for your Stripe account.
Adding Additional Users
Click on the profile icon in the top right corner.
Select the option to Edit the Invite/Remove Team Members section to add additional users to your gateway dashboard.
Add email/phone and name for the team member, then trigger the email invite for them to set up their own login.
Please note, anyone that has access to the dashboard can edit or remove account details.
Account Settings
In the settings area, users can update essential account information, including:
Bank account details
Business information
Signer / Business representative Information
Other relevant account settings
In the settings, customers can also make any required updates if Stripe requests more information from them in order to resume payouts. We have set onboarding up to collect all necessary information, but on rare occasions Stripe might require some additional information to fully validate an account. In these instances, customers will still be able to take payments via Stripe, but the payouts to their bank account will be paused until they provide the outstanding information. Customers will be notified on their dashboard and via email of any outstanding requirements:
Dashboard Features
Once inside the dashboard, users will have access to the following features:
Earnings Overview: View earnings, transaction details, fees, and payout schedules to track performance and understand cash flow.
Payout Management: Access insights into upcoming payouts, including estimated amounts and timing, and manage bank account details for smooth fund transfers.
Transaction History: Review a detailed transaction history, including individual payments, refunds, and disputes for better record-keeping and financial reporting.
Exporting Reports: Users will be able to export a balance and transaction report, and customize which of the available fields they would like to include in that exported report.
Account Settings: Manage personal and business information, updating legal entity details, contact information, and tax settings.
Support Resources: Access support and documentation to troubleshoot issues or learn more about Stripe’s dashboard features.
Customization Options: Personalize the dashboard experience by selecting preferred information displays.
Notifications: Receive alerts and updates regarding account activities, payout statuses, and important changes to stay informed.
Mobile Accessibility: Enjoy a mobile-friendly dashboard that allows account management and information access on the go.
Using Stripe Payment Element in Form Builder
With the Stripe Connect integration, you can add a direct Stripe checkout option in your Form Builder. Products linked to a Stripe Connect gateway can utilize the new Stripe Payment option, allowing customers to pay via credit card or digital wallets like Apple Pay and Google Pay.
Adding Payment Options
Add the Stripe Payment Element field in your form - for instructions on using form builder, please see the Form Builder Overview help document.
The new element can be found in the left hand accordion under Paid → Payment Fields → Stripe Payment
Drag this element on the form where you want the payment fields to appear
Make sure to include a payment rate on the form as well
Customers will automatically see options for Apple Pay and Google Pay when available (see below for more details).
Using Apple Pay and Google Pay
Apple Pay is available on most modern Apple devices. Customers using Mac with Safari will see this option, as will iPhone and iPad users with iOS 16 or later. For more details, please visit: Apple Pay Support.
Google Pay functions on most Android devices and major browsers. However, it's not supported on some versions of Firefox mobile. Users must be logged into their Google Account and have Google Pay set up to see this option.
Apple Pay and Google Pay require domain registration for webforms. For Omeda forms, simply provide the URLs of the pages you want to enable these options, and we will handle the registration and required files for you. If you are migrating from an existing setup, let us know which URLs to pre-register.
Considerations
Testing Forms with Stripe
Testing a form in a Staging environment: Users can use a dummy credit card when testing both Test and Live forms for the Credit Card fields. Please use: 4242424242424242. Users will have to use real credit cards to test Apple Pay and Google Pay. No charges will be applied to the credit card.
Testing a form in Production: Users will have to use a real credit card number when testing both Test and Live forms for the Credit Card fields, Apple Pay, and Google Pay. No charges will be applied when filling out a Test form.
Stripe payment will only appear on the form if the form is built over a product that is linked to a Stripe Connect gateway.
If you add Stripe Payment to a form that is built over a product that is not setup for Stripe, expect to see the follow error on your form:
Stripe in Audience Search and Customer View
Customers with a Stripe Connect gateway will see the card fields dynamically update to the new Stripe fields when using Audience Search in Paid Mode or Customer View, making off-session transactions through Stripe seamless. For more information about using Audience Search, please see the Audience Search help article. If you have any questions or need further assistance, feel free to reach out to our support team.
Apple Pay and Google Pay options are not available for purchases configured through the Audience Search paid entry mode. Digital wallet options like Apple Pay and Google Pay require the user to authorize the payment at point of service, or if there is a change in term. Apple Pay and Google Pay will work for renewals set up via an online form, they just cannot be used to create new subscriptions or change the payment amount for an existing subscription without the users approval. This is not an Omeda limitation, but rather a security feature implemented by Apple and Google for their digital wallet users.
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