Stripe

Connect your Stripe account — where to find the keys, test and live mode, the webhook ESTAGE adds for you, and turning Stripe on for your products.

Stripe takes card payments on your order forms, paid meetings and online store, straight into your own Stripe account. It needs no Business Details, and it's the one gateway that refunds a cancelled paid booking automatically.

Where Stripe works in ESTAGE:

Where	What Stripe does
Order forms	One-time products, subscriptions, free trials and coupons. Returning buyers can pay with a saved card.
Paid meetings	The booking is paid on the page. A cancelled booking is refunded through Stripe automatically — always when you cancel it, and by the meeting type's refund policy when the invitee does.
Online store	The storefront checkout. Stripe Tax can work out store tax with the same keys — see Shipping & tax.

Before you start

• A Stripe account. To take real money, it has to be able to accept live payments in Stripe.
• Test or live. Stripe gives every account a sandbox (test) pair of keys — pk_test_… and sk_test_… — and a live pair, pk_live_… and sk_live_…. ESTAGE takes either. Copy both keys from the same mode.
• Business Details aren't required for Stripe, but they appear on receipts, so fill them in anyway — see Business Details.

Getting your keys

1. Sign in to the Stripe Dashboard and open the API keys page (Developers → API keys).
2. Pick sandbox or live mode at the top of the page.
3. Under Standard keys, copy the Publishable key.
4. Reveal and copy the Secret key. A live secret key you create yourself is shown only once, so keep a copy somewhere safe.

Use the secret key from Standard keys, not a restricted key. ESTAGE creates products, prices, customers, subscriptions and a webhook endpoint in your account, and a restricted key can't do all of that unless you grant every one of those permissions. Stripe's guide to the page: API keys.

Connecting Stripe

1. In Genesis, open Settings → Payment Processing.
2. On the Stripe card, select Connect.
3. Paste the Publishable Key and the Secret Key.
4. Select Connect My Account.

Stripe connected appears and the card shows ACTIVE. A key Stripe doesn't accept — a typo, a stray space, a deleted key — gives Failed to connect Stripe with Invalid API Key provided.

You can do the same from your CRM: Settings → Payments, Connect on Stripe, the same two fields, then Connect.

The webhook

ESTAGE registers a webhook endpoint on your Stripe account as you connect — one per project, in the same mode as your keys. You'll see it in your Stripe Dashboard among your webhooks. Through it ESTAGE records:

• subscription renewals, and renewals that failed;
• refunds you make in Stripe;
• subscriptions that end;
• the outcome of disputes.

Leave the endpoint as it is. Without it, renewals, refunds and cancellations made in Stripe never reach your orders. Disconnecting Stripe removes the endpoint; connecting again creates a new one.

Turning Stripe on for products

1. In the CRM, open Products and then the product.
2. On the Pricing tab, add Stripe under Payment providers.
3. Pick the price and currency, then select Update. Saving creates the product and its price in your Stripe account.
4. In the order form, tick Stripe in step 2.

Stripe can charge in AUD, BGN, CAD, CHF, CNY, CZK, DKK, EUR, GBP, HKD, HUF, JPY, MXN, NOK, NZD, PHP, PLN, RON, SEK, SGD and USD. With other providers chosen too, the Currency menu keeps only the currencies they all share.

Making a test purchase

1. Connect Stripe with your sandbox keys and turn it on for a product, as above.
2. On your published site, buy the product with one of Stripe's test cards.
3. Check the order in the CRM under Orders, and the payment in your Stripe Dashboard.

Going live

1. In Settings → Payment Processing, select Disconnect on Stripe and confirm.
2. Select Connect again and paste your live keys.
3. Open each product that sells through Stripe, add Stripe under Payment providers again and select Update. This sets the product up in your live account.
4. Make a small real purchase, then refund it in Stripe.

Things worth knowing

• Refund in Stripe. The order is marked refunded and the product's Action upon refund runs — see After a purchase.
• Cancel a subscription in Stripe. When it ends, the order is closed and Action upon cancel runs.
• One Stripe account on several projects works. Each project adds its own webhook endpoint to the account, so you'll see one per project.
• Test orders stay in your CRM. Orders placed with sandbox keys remain in Orders after you go live.

Related: Payment Processing · PayPal · Orders