# Configure the app Learn how to configure the Stripe app for Cegid. After you [install](https://docs.stripe.com/use-stripe-apps/cegid/installation.md) the Stripe app for Cegid, you can configure the settings in the Cegid Y2 Back Office application to use the app with your Stripe Terminal integration. ## Create a payment method In the Cegid Y2 Back Office application, create a payment method that represents the Stripe payment provider. 1. Navigate to **Settings** > **Management** > **Payment Methods**. 1. Add a new payment method, and then configure the information on the following tabs. 1. When you’re done setting up your configuration, click **Save**. ### Characteristic tab | Parameter | Description | | ----------- | --------------------------------------------------------------------------------------------- | | Code | Choose a unique three-character code that doesn’t conflict with any existing payment methods. | | Short name | Provide an appropriate short name. | | Description | Provide an appropriate description. | | Category | Select **Bank cards** from the dropdown. | | Direction | Select **mixed** from the dropdown to allow refunds for this payment method. | ### Additional tab Under **Register peripherals**, select **Send amount to EPT**. ### Accounting tab | Parameter | Description | | --------- | ------------------------------------------------------ | | Journal | If used, set up the specific details for your journal. | | Account | If used, set up the specific details for your account. | | General | Set this required field to `41100000`. | ### Front Office tab | Parameter | Description | | ------------------ | ------------------------------------------------------------------- | | Usable at register | Select this parameter to enable the payment method at the register. | | Type | Select **Bank card** from the dropdown. | | Currency | Set this field to the base currency of your store. | ### Cash Float and Print tabs You can leave the settings unchanged on these tabs. ## Configure the peripheral settings Configure the peripheral settings for your EPT. 1. Navigate to **Settings** > **Front Office** > **Register**. 1. Double-click the required register. 1. Select **Settings for peripherals** > **EPT**. 1. Configure the information on the following tabs. 1. When you’re done setting up your configuration, click **Save**. ### General tab | Parameter | Description | | -------------- | ---------------------------------------------- | | Description | Provide an appropriate description. | | DLL name | Select **MWC.EFT.Stripe** from the dropdown. | | Name of driver | Select **StripeCPOSModule** from the dropdown. | ### Communication tab | Parameter | Description | Example | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- | | Local Stripe directory | The local drive on the register. | `C:\ProgramData\mwcApps\Stripe` | | Stripe API secret key | The secret key that Stripe provides. | `**********` | | Stripe location ID | The Stripe location ID that’s available in the Stripe Dashboard. | `tml_*******` | | Stripe Terminal ID | The serial number of the device. | `1234456547457` | | Stripe Connect mode | - **Off**: Trade as a standalone Stripe account - **Direct**: Trade using a Standard connected account with direct charges - **Destination**: Trade using Express or Custom connected accounts with destination charges | `Destination` | | Connected account ID | The ID of the account created for trading with Connect. | `acct_1QhFovPOmDDE9FIf` | | Platform account ID | The account ID of the Connect platform. | `acct_1Qh6t7Aef1VMWDpt` | ### Merchant tab | Parameter | Description | Example | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | | Business name | The name of the business. | `Stripe, Inc.` | | Building name or number | The building name or number for the business. | `354` | | Street address | The street address for the business. | `Oyster Point Blvd` | | City | The city for the business address. | `South San Francisco` | | Post Code | The postal code for the business address. | `94080` | | Country | The country for the business address. | `United States of America` | | Accept Interac cards | Enable this setting to accept payments made with Interac cards (Canada only). | `Yes/No` | | Accept WeChat Pay | Enable this setting to accept payments made with WeChat Pay. | `Yes/No` | | Accept Dynamic Currency Conversion payments | Enable this setting to accept payments in a different currency. This setting automatically applies an exchange rate to the amount payable in the cardholder’s currency. | `Yes/No` | ### Offline tab | Parameter | Description | Example | | ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | | Offline limit—max transaction amount | The maximum value, per transaction, that Stripe can accept while the device is offline. This value is in major units. | `100` | | Offline limit—total stored amount | The maximum total, per offline session, that Stripe can accept while the device is offline. When the device regains internet connectivity, the total amount taken resets. This value is in major units. | `2000` | ### Service tab | Parameter | Description | Example | | --------------------- | ------------------------------------------------------------------------------------------------------------ | ----------- | | Service host | The IP address of the Stripe service. The default value is `127.0.0.1/’localhost’`. | `localhost` | | Port | The network port. The default value is `13233`. | `13233` | | Service read timeout | The amount of time, in seconds, to wait for a response before returning an error. | `60` | | Service poll interval | The frequency, in seconds, that the module checks the service for a transaction response to return to Cegid. | `3` | ### Printing tab | Parameter | Description | Example | | --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------- | | Printing mode | Enables or disables the printing of the card receipt as part of the register receipt. Select one of the following values from the dropdown: - **Off**: The cardholder receipt isn’t printed. - **Integrated**: The register receipt includes the cardholder receipt. The merchant receipt prints as standard. - **Separated**: The merchant and cardholder receipts print separately. | `Separated` | | Printer number | Select the Cegid printer number from the dropdown. The value is typically `1`. | `1` | | Receipt width (characters) | Use the same value as the `Receipt width (characters)` setting defined in the Setup Integrated Receipt Templates. | `40` | | Receipt template type | Select **Ticket TPE Carte** from the dropdown, unless you use a custom template. | `Ticket TPE Carte` | | Receipt template - Customer | Select **EPT receipt** from the dropdown, unless you use a custom template. | `EPT receipt` | | Receipt template - Merchant | Select **EPT receipt** from the dropdown, unless you use a custom template. | `EPT receipt` | | Business name | The merchant’s name. | `{user_name}` | | Building name or number | The merchant’s building name or number. | `20` | | Street address | The merchant’s street address. | `1 Grand Canal Street` | | City | The merchant’s city. | `Dublin` | | Post code | The merchant’s postal code. | `D02 H210` | | Country | The merchant’s country. | `Ireland` | ## Create a payment method trigger 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. 1. Select **Register peripherals**. 1. 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. 1. Save your changes, and then close the **Payment Method Trigger** window. ## Add payment methods to each register 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`. ## Create a payment method button 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**. 1. Double-click the register. 1. Select **Configure touch screen and keyboard** > **Main pad**. 1. Use the navigation buttons to select the screen where you set up your payment methods. 1. Select the location for the Stripe button on your register layout. 1. For **Type of button**, select **Payment method**. 1. For **Payment method**, select the Stripe tender that you created. For example, **Stripe (USD)**. 1. Click **Save**. ## Export register settings 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, go to **Front Office** > **Settings** > **Register**. 1. Double-click the highlighted register. 1. From the **Register settings** menu, select **Export register settings**. 1. You can monitor the export progress on the screen. A confirmation message appears when completed. ## Set up integrated receipt templates 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**. 1. Double-click the register. 1. On the **Cash Register Receipt** tab, click the **Folder** icon next to **Printing template**, and then select the template you want to edit. 1. Click the **Palette** icon to select the band where you want to add the card receipt. Then, click **Edit**. 1. Click **SQL**. To include the card receipt, amend the SQL query with the following: ``` SELECT PIEDECHE.*, MBE_BLOCNOTE BLOCNOTESTRA FROM PIEDECHELEFT 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 ``` 1. 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**. | Parameter | Description | | ---------- | ---------------------------------------------------------------------- | | Field name | Use the default value. | | Line | Specify the position in the band. The default value is `1`. | | Column | Specify the position in the band. The default value is `1`. | | Length | Specify the receipt width for your printer. The default value is `42`. | | Height | Specify the printing height. The default value is `63`. | | Contents | Select **@FOREADTOKEN([BLOCNOTESTRA];\~;1)**. | | Band | Select the same band that you specified in the SQL query. | | Attributes | You can leave the settings blank in this section. | | Size | Select **Normal size**. | | Alignment | Select **None**. | ## Optional: Configure the service If your settings differ from the default settings, you must configure the service. The default settings are: - Port: `13233` - Debug: `false` - LogLocation: `%ProgramData%\mwcAppData\MWCStripeDriverService\Stripe` - DefaultCulture: `en-US` You can find these settings in the `MWCStripeDriverService.exe.config` file at `%ProgramFiles(x86)%/mwcapps/services/MWCStripeService/`. ## Add merchants and devices When you configure the app, you must provide various information from Stripe. You can find this information in your [Stripe Dashboard](https://dashboard.stripe.com). | Information | Location | | -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Merchant ID | [Account settings](https://dashboard.stripe.com/settings/account) | | Secret key | Dashboard landing page or [Developers](https://dashboard.stripe.com/test/apikeys). To ensure a secure environment, [rotate your secret key](https://docs.stripe.com/keys.md#rolling-keys) periodically. | | Account ID for connected account | [Connect](https://dashboard.stripe.com/test/connect/accounts/overview) | | Terminal device serial number | [Terminal readers](https://dashboard.stripe.com/terminal/readers) | | Terminal reader ID | [Terminal readers](https://dashboard.stripe.com/terminal/readers) (click into a specific reader) | ## Optional: Enable offline payments You must enable [offline mode](https://docs.stripe.com/terminal/features/operate-offline/overview.md) on all Terminal locations in your Stripe Dashboard where you want to accept offline payments. To do so, go to the [Terminal Locations](https://dashboard.stripe.com/terminal/locations/manage) page. Select a location, and then click **Edit configuration**. Enable **Offline mode** to store payments on readers when you have intermittent, limited, or no internet connectivity.