Stripe reader: Taking part payments
If you wish to take in-person part payments in WriteUpp, then you can do so using our integration with Stripe!
Before doing so, you must be connected to Stripe Unified and have registered your Stripe reader(s). You can find out how to do that here.
There are two ways you can take a part payment, and both are performed from the saved invoice.
Restricted and Regular user roles do not have access to invoicing in WriteUpp, and so won't be able to take part payments. Only Site Administrators and Privileged user types have access to invoices.
Create or open the invoice for the appointment you wish to take part payment of. You can do this using the Invoice icon in the appointment modal.
Click on the Part Pay button at the bottom of the invoice. NOTE: If you already have unpaid part payments associated with this invoice, then skip to step 6.
Click Add Payment
Complete the ‘Payable by’ and ‘Amount’ fields as necessary. Leave all other fields blank and click Save.
You will see the part payment added, with a status of “Not Paid”
Click on the 3 dot menu next to the part payment you wish to take payment of using the Stripe reader.
Select Pay with Reader from the menu
The ‘Pay with reader’ modal will open. Warning: if you have not yet linked a reader to your WriteUpp site, then will need to do that first -> Connecting a Stripe reader to WriteUpp.
If you have multiple Stripe readers connected to WriteUpp, then you will be asked to select one. If you only have one reader linked, then the payment will automatically be sent to this reader.
Be sure you have your reader to hand, that it is charged and turned on! It will also need to be connected to the internet. You can find more information about the Stripe reader you’re using here.
You will then see the ‘Take Payment’ screen. The cost of the part payment will be displayed on screen. Check this is correct and then click on the Take Payment button.
You will see a ‘Connecting to Stripe’’ screen whilst the payment is being sent to the reader (please give it time to connect, as it could take a few seconds). When the text changes to ‘Waiting for Payment’, check the amount on the reader screen and present it to the client for payment.
If you need to cancel the payment for whatever reason, then a ‘Cancel Payment’ button is also present on this screen. This will cancel the payment process and then you can retry it, if needed.
If the payment is successful, you will see the ‘Payment complete’ screen. If you click on the Back to invoice button in this modal, then you will be taken back to the saved invoice, where you will see that the invoice totals have been updated and the status changed to “Part Paid”. An invoice will only be marked as such if the payment is successful.
If the payment is unsuccessful, you will see the ‘Payment failed’ modal, with a reason for the error stated on screen. You can retry the payment using the ‘Retry Payment’ button, or cancel it completely using ‘Cancel Payment’.
The second way involves using the 'Stripe' icon at the bottom of the invoice to take a part payment.
Open the invoice for the appointment you wish to take part payment of. You can do this using the Invoice icon in the appointment modal.
If you already have unpaid part payments associated with the invoice, then click on the Stripe icon at the bottom of the invoice (or to learn how to create a part payment, follow steps 2-5 above).
The ‘Select Payment’ modal will open. Click on the part payment you wish to take payment for.
If you do not see the ‘Select Payment’ modal and get taken straight to the ‘Pay with reader’ one, then you do not have any part payments associated with the invoice, and will be taking the payment in full. Therefore, be sure you have created the part payment and that it has a status of unpaid before using the Stripe icon to initiate payment.
Then simply follow steps 8-13 above to take the payment!
Taking part payments with a Stripe reader is as easy as that. However, if you are having any issues, please check out our troubleshooting article. And of course, we are always on hand for a chat!
Before doing so, you must be connected to Stripe Unified and have registered your Stripe reader(s). You can find out how to do that here.
There are two ways you can take a part payment, and both are performed from the saved invoice.
Restricted and Regular user roles do not have access to invoicing in WriteUpp, and so won't be able to take part payments. Only Site Administrators and Privileged user types have access to invoices.
Method 1:
Create or open the invoice for the appointment you wish to take part payment of. You can do this using the Invoice icon in the appointment modal.
Click on the Part Pay button at the bottom of the invoice. NOTE: If you already have unpaid part payments associated with this invoice, then skip to step 6.
Click Add Payment
Complete the ‘Payable by’ and ‘Amount’ fields as necessary. Leave all other fields blank and click Save.
You will see the part payment added, with a status of “Not Paid”
Click on the 3 dot menu next to the part payment you wish to take payment of using the Stripe reader.
Select Pay with Reader from the menu
The ‘Pay with reader’ modal will open. Warning: if you have not yet linked a reader to your WriteUpp site, then will need to do that first -> Connecting a Stripe reader to WriteUpp.
If you have multiple Stripe readers connected to WriteUpp, then you will be asked to select one. If you only have one reader linked, then the payment will automatically be sent to this reader.
Be sure you have your reader to hand, that it is charged and turned on! It will also need to be connected to the internet. You can find more information about the Stripe reader you’re using here.
You will then see the ‘Take Payment’ screen. The cost of the part payment will be displayed on screen. Check this is correct and then click on the Take Payment button.
You will see a ‘Connecting to Stripe’’ screen whilst the payment is being sent to the reader (please give it time to connect, as it could take a few seconds). When the text changes to ‘Waiting for Payment’, check the amount on the reader screen and present it to the client for payment.
If you need to cancel the payment for whatever reason, then a ‘Cancel Payment’ button is also present on this screen. This will cancel the payment process and then you can retry it, if needed.
If the payment is successful, you will see the ‘Payment complete’ screen. If you click on the Back to invoice button in this modal, then you will be taken back to the saved invoice, where you will see that the invoice totals have been updated and the status changed to “Part Paid”. An invoice will only be marked as such if the payment is successful.
If the payment is unsuccessful, you will see the ‘Payment failed’ modal, with a reason for the error stated on screen. You can retry the payment using the ‘Retry Payment’ button, or cancel it completely using ‘Cancel Payment’.
Method 2:
The second way involves using the 'Stripe' icon at the bottom of the invoice to take a part payment.
Open the invoice for the appointment you wish to take part payment of. You can do this using the Invoice icon in the appointment modal.
If you already have unpaid part payments associated with the invoice, then click on the Stripe icon at the bottom of the invoice (or to learn how to create a part payment, follow steps 2-5 above).
The ‘Select Payment’ modal will open. Click on the part payment you wish to take payment for.
If you do not see the ‘Select Payment’ modal and get taken straight to the ‘Pay with reader’ one, then you do not have any part payments associated with the invoice, and will be taking the payment in full. Therefore, be sure you have created the part payment and that it has a status of unpaid before using the Stripe icon to initiate payment.
Then simply follow steps 8-13 above to take the payment!
Taking part payments with a Stripe reader is as easy as that. However, if you are having any issues, please check out our troubleshooting article. And of course, we are always on hand for a chat!
Updated on: 06/02/2025
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