PRO Stripe Terminal WooCommerce Setup

by Abigail Leaman - June 11, 2021

With the Stripe Terminal for WooCommerce plugin, you can accept in-person credit card payments directly from your e-commerce site in WordPress. But before you can set up a card reader and start performing transactions, you will need an active terminal plugin installed to your WordPress site. In this Setup guide, we’ll walk you through purchasing, downloading, activating, and configuring the PRO Stripe Terminal for WooCommerce plugin, as well as setting up and managing users.

*Note: This is the Setup guide for the PRO version of the Stripe Terminal for WooCommerce. If you are looking for the Setup guide for the FREE version, please click here.

Connect your stripe account

Click this link and follow the procedure https://store.arcanestrategies.com/stripe-connect

Purchasing a PRO Stripe Terminal for WooCommerce license

 Before you can install and activate the plugin, you will need to purchase a license. If you have our free version installed, you can upgrade by clicking the PRO buttons on your plugin’s settings. Otherwise, you’ll need to purchase a license on arcanestrategies.com.

1. On the arcanestrategies.com home page, click the ‘Shop Services’ button.
2. Under ‘Stripe Terminal for WooCommerce,’ select ‘Buy Now’ or click ‘View Plans’ to view different payment options (different payment plans may have different features).
3. To continue, enter your information to register for an account with Arcane Strategies. If you are a returning user, you can log in with your e-mail address and password.
4. Follow on-screen instructions to checkout.

Downloading the PRO Stripe Terminal for WooCommerce plugin

Having purchased a license, you will now be able to access your registration code and package download link through the Arcane site and through your emailed receipt.

1. Hover over the profile icon in the upper right-hand corner of the screen and select ‘Manage Subscriptions.’
2. Here, you will be able to view your active subscriptions. Before you leave this page, note the registration code for your new license. You will need this code to activate the plugin on your WordPress site, so be sure to either copy it to your clipboard or leave this tab open.
3. For your ‘Stripe Terminal for WooCommerce PRO’ subscription, click the ‘Download’ button.
4. Once the download is complete, unzip the file. You can do this by right-clicking the file and selecting ‘Extract All.’
5. Copy the unzipped folder into your WordPress plugins directory.

Activating the PRO Stripe Terminal for WooCommerce plugin

Now that you have downloaded and installed the plugin, you will need to activate it in WooCommerce.

1. First, log in to WordPress using the email that you used to register with Arcane Strategies.
2. On your WordPress settings menu, select ‘Permalinks’ and enable ‘Post Name’ URLs (if not already enabled).
3. On your WooCommerce payment settings, click Stripe. In the Stripe sub-settings, enable the checkbox ‘Payment Request Buttons’ which is labeled ‘Enable Express Checkouts’ on Stripe Gateway’s version 5.8+
4. You are now ready to activate the PRO plugin. From the left-hand menu, go to ‘Plugins.’
5. If you currently have the FREE version of the terminal plugin, you will need to select the ‘Deactivate’ button before you can activate the PRO version. You can have both versions installed, but only one can be activated at once.

*Note: If you have the FREE version installed, make sure it has been updated to the latest version to avoid legacy issues.

6. Under the PRO plugin, select ‘Activate.’

Configuring PRO Terminal plugin settings

 You will notice that an error message has appeared saying you do not have access to the plugin. To gain access, you will need to enter your registration code in the plugin settings panel. We will then be able to complete the plugin configuration process.

1. Go to the PRO plugin settings panel by clicking the ‘Settings’ button (where the ‘Activate’ button used to be).
2. First, check the box labelled ‘Enable Stripe Terminal’ under the ‘Enable/Disable’ setting.
3. Within the Stripe Account ID field, enter your Stripe Account ID from the “Connect your Stripe Account” step (acct_*). If valid, the “Connect Stripe” button will be replaced by an “Account Connected” message.
4. In the ‘Registration Code’ field, paste the key phrase obtained from the ‘Manage Subscriptions’ panel on the Arcane site.
5. Next, give the terminal a title and description. This will display at checkout, so make sure to set it as something that you want your customers to see (e.g., title: “Stripe Terminal,” description: “Please present payment to the card reader”).
6. By default, the location will be set to ‘Default Location.’ You can edit this by clicking on the pencil icon within the location tray. To add more locations, click the Add Location button. Each location can manage multiple readers but a reader may belong to only one location.
7. At the bottom of the settings panel, click ‘Save Changes,’ and then refresh the page.

*Note: For security purposes, the plugin will become locked when a session expires (which will hide the feature from checkout). To release the lock, you will see a warning with a refresh button. Visit the plugin settings page and click the refresh button to release the lock. The plugin will not allow shared logins to access the plugin simultaneously, so separate licenses must be issued to each user.

Managing Users

Once you set up your card reader, you will be ready to perform credit card transactions on your WordPress site using the PRO terminal plugin. However, at this point, you will only be authorized to do so using the account with which your license was purchased on arcanestrategies.com. If you want to enable another user to perform credit card transactions for your business, you will need to make them a separate account in WordPress and set appropriate permissions.

1. First, log in to the Arcane Store with the account that you used to purchase your PRO plugin license.
2. Hover over the profile icon in the upper right-hand corner of the screen and select ‘Manage Users.’
3. In one of your empty user slots, enter your cashier’s e-mail address, and then click ‘Send Invite.’ This will give your cashier access to the PRO plugin license that you purchased. They will receive an e-mail containing a registration code and package download link.
4. Next, you will need to assign user permissions to your cashier in WooCommerce. To edit your cashier’s permission settings, first click on the ‘Users’ tab on the left-hand menu of your WordPress site.
5. Select the name of the user who will be performing credit card transactions.
6. Under ‘Role,’ select ‘Admin,’ ‘Shop Manager,’ or ‘Cashier.’
7. Finally, you must assign the user to a location. On the same ‘Users’ edit profile form, select the desired location from the location dropdown and click ‘Update Profile.’

The PRO Stripe Terminal WooCommerce setup procedure is now complete. Once you set up a card reader, you will be ready to start performing in-person credit card transactions with the PRO terminal plugin in your WooCommerce store.

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