Configure the connector

In the Cegid Y2 Back Office application, create a payment method that represents the Stripe payment provider.

1. Navigate to Settings > Management > Payment Methods.
2. Add a new payment method, and then configure the information on the following tabs.
3. When you’re done setting up your configuration, click Save.

Characteristic tab

Additional tab

Under Register peripherals, select Send amount to EPT.

Accounting tab

Front Office tab

Cash Float and Print tabs

You can leave the settings unchanged on these tabs.

Configure the peripheral settings for your EPT.

1. Navigate to Settings > Front Office > Register.
2. Double-click the required register.
3. Select Settings for peripherals > EPT.
4. Configure the information on the following tabs.
5. When you’re done setting up your configuration, click Save.

General tab

Communication tab

Merchant tab

Offline tab

Service tab

Printing tab

On the *EPT peripherals screen, you can select an existing trigger from the dropdown or create a new trigger. Make sure to select Use a payment method trigger.

1. In the toolbar, click the new button.
2. Select Register peripherals.
3. Under Field of the table, do the following:
   • Select MP_ENVOIPEFO from the first dropdown.
   • Select Equal to from the second dropdown in the row.
   • Select X from the third dropdown in the row.
4. Save your changes, and then close the Payment Method Trigger window.

Add the payment methods that you created to the list of authorized payment methods for each register. You must add each payment method to the authorized list to add a corresponding button on your sales screen.

After you configure the information on the following tabs, click Save.

Preferences tab

Under Payment methods, select your payment methods from the Authorized methods of payment dropdown.

Management tab

When performing a receipt refund, you can use tokens to automatically refund to the customer’s original payment method.

To do so, select one of the following values from the dropdown for Checking reimbursement card:

• Automatic: Automatically refunds to the original payment method (referenced refund).
• With confirmation: Allows the cashier to refund to the original payment method or an alternative payment method.

If you select No, it disables the referenced refund.

Peripherals tab

Under Electronic Payment Terminal, select the following:

• Authorization request on entry
• Authorization while modifying payment
• Allocation of transaction number

For Number length, enter 6.

After you add a payment method to the authorized list for a register, you must create a button on the sales screen to tender to it.

In the Cegid Y2 Back Office application, do the following:

1. Navigate to Settings > Front Office > Register.
2. Double-click the register.
3. Select Configure touch screen and keyboard > Main pad.
4. Use the navigation buttons to select the screen where you set up your payment methods.
5. Select the location for the Stripe button on your register layout.
6. For Type of button, select Payment method.
7. For Payment method, select the Stripe tender that you created. For example, Stripe (USD).
8. Click Save.

Export your register settings to support offline mode and connect the POS system to the card reader. You must do this for all readers in your store and every time there’s a change to any EPT settings.

To register your settings, do the following:

1. In the Cegid Y2 Back Office application, navigate to Front Office > Settings > Register.
2. Double-click the highlighted register.
3. From the Register settings menu, select Export register settings.
4. You can monitor the export progress on the screen. A confirmation message appears when completed.

Work with a qualified Cegid consultant to complete the following setup.

Add the card receipt

In the Cegid Y2 Back Office application, do the following:

1. Navigate to Settings > Front Office > Register.

2. Double-click the register.

3. On the Cash Register Receipt tab, click the Folder icon next to Printing template, and then select the template you want to edit.

4. Click the Palette icon to select the band where you want to add the card receipt. Then, click Edit.

5. Click SQL. To include the card receipt, amend the SQL query with the following:

   
   SELECT PIEDECHE.*,
   MBE_BLOCNOTE BLOCNOTESTRA
   FROM PIEDECHE
   LEFT JOIN MPIEDECHEOLE
   ON MBE_NATUREPIECEG=GPE_NATUREPIECEG
   AND MBE_SOUCHE=GPE_SOUCHE
   AND MBE_NUMERO=GPE_NUMERO
   AND MBE_INDICEG=GPE_INDICEG
   AND MBE_NUMECHE=GPE_NUMECHE
   WHERE GPE_NATUREPIECEG=:GP_NATUREPIECEG
   AND GPE_DATEPIECE=:GP_DATEPIECE
   AND GPE_SOUCHE=:GP_SOUCHE
   AND GPE_NUMERO=:GP_NUMERO
   AND GPE_INDICEG=:GP_INDICEG
   ORDER BY GPE_NUMECHE
   

6. When you finish updating the query, click Validate > Close.

Add fields to the receipt template

You must add the specified fields to the receipt template for them to appear on the printout.

To do so, locate where to place the new field, and select Insert a field. Configure the following information, and then click Validate > Save.