How to enable online credit card payments on your online Proposal (Stripe Integration)

OpenSolar allows you to have your customers accept proposals online and pay a deposit using their credit/debit card through Stripe Integration. Presently, Stripe integration on OpenSolar is only supported in Australia, the US, New Zealand and Europe.

To enable online card payments you must have a Stripe API Key. You can follow the steps below to generate the key and activate it on your OpenSolar account.

Step 1 - Creating a Stripe Account

• Create a free account on Stripe here: https://dashboard.stripe.com/register
• Ignore the dialogue (if it appears) and close the browser tab.
• Look for a verification email and confirm your account.
• Log into Stripe using the credentials you used while creating the account.

Step 2 - Activating your Stripe Account

• Once you are on the Stripe dashboard, click the "Activate Your Account" link on the left panel. 
• Fill in all the details and submit the form. This can take some time based on the country of business.

Note: The details you entered are protected by Stripe and not shared with anyone. OpenSolar does not have access to any information that you provide here nor does it make any profit for the online transactions that you do on OpenSolar using Stripe.

Step 3 - Testing the Stripe Integration (Highly Recommended)

Once your account has been activated, the "Test Mode" toggle on the top right corner will be enabled.

Before you start using the live API keys, we highly recommend that you test the Stripe integration with your OpenSolar account.

• Keep the "Test Mode" toggle on > Click on Developers (located next to the Test Mode toggle) > API Keys 
• Under Standard Keys > Copy the "Publishable Key" > Paste in OpenSolar (Control > Purchase Experience > Checkout Experience > Toggle on "Accept Credit Card (Stripe)". 
• Repeat the steps above for the "Secret Key". 

Note: The fields are visible when Enable Checkout and Accept Credit Card (Stripe) are toggled on. You can also add a fixed or a percentage credit card surcharge here.

• Create a new dummy project > Include a payment option that has a deposit % set > Online Proposal > Click "Accept Proposal & Pay Deposit".
  

Note: You can request extra transactions after a customer has accepted a proposal by clicking Request Payment in Projects > Sales & Services > Transactions.

Fill in the appropriate Information in reference to the details given below:

• Australian Card
  • Card Number: 4000 0003 6000 0006
  • Expiry Date and CVC: Input anything
• US Card
  • Card Number: 4242 4242 4242 4242
  • Expiry Date: Any 3 digits
  • Zip Code: Any 5 digits 
• UK Card
  • Card Number: 4000 0082 6000 0000
  • Expiry Date and CVC: Input anything 
• New Zealand Card
  • Card Number: 4000 0055 4000 0008
  • Expiry Date and CVC: Input anything

Note: Here's a list of card numbers that you can use to test: Test your integration

Step 4 - Confirming the test transaction 

• Top Menu Bar: Your Stripe account's Home Page > Payments.
• Confirm that you have received the payment in your stripe dashboard. Stripe records your organization name, organisation ID and project ID from OpenSolar with each transaction.

Step 5 - Final Steps 

If the test transaction worked successfully, you can toggle the "Viewing test data" to "Viewing live data" and repeat the following steps.  

• Go to Developers > API Keys > Reveal "Live Key" > Copy the "Publishable Key" & "Secret Key" > Paste it into OpenSolar. 

If you have any questions regarding the steps mentioned above on how to integrate Stripe with OpenSolar please feel free to reach us via this link.