Stripe reader: Taking payment via the appointment modal
Once you are connected to Stripe Unified and have registered a reader to your WriteUpp account, you can start taking in-person card payments.
Please refer to the Connecting a Stripe reader to WriteUpp article for guidance on pairing a reader.
One of the places you can initiate a payment from, is the appointment modal in the diary. As long as the appointment has not yet been invoiced, then you can open the appointment in the diary and click the ‘Stripe’ icon to take the payment.
If the appointment has already been invoiced, then you won't see the 'Stripe' icon in the appointment modal. Instead, you will need to take the payment from the invoice itself. Learn how to do that here.
Click on the appointment in the diary that you wish to take payment for
In the appointment modal, click on the Stripe icon (Note: If you do not see this icon, then check whether the appointment has been invoiced. If it already has an invoice saved for it, then follow the steps in this article to take payment -> Taking payment from the invoice).
This will open the Payment screen in the modal. 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 readers connected to WriteUpp, then you will be asked to select which reader to send the payment to. 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 learn more about the Stripe reader you're using here.
You will then see the ‘Take Payment’ screen. The cost of the appointment, including VAT, will be displayed on screen.
At this point, if you are a Site Administrator or Privileged user type, you will see a 'Create an invoice' link below the 'Total Payable' field. You can click this to edit the details of the invoice, if needed. You can then finish creating the invoice and pay it from the invoice screen -> Taking payment from the invoice. If you do not need to make any changes, then you can ignore this link and the invoice will be generated at the end of the payment process.
Check that the 'Total payable' field 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 this 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 Go to invoice button in this modal, then it will take you to the saved invoice, where you will see that it has been stamped as “PAID”, with the comment “Paid using Stripe Terminal”. An invoice will only be generated if the payment is successful.
If you are a Regular or Restricted user, then you will not see the ‘Go to Invoice’ button, as access to invoicing is restricted for these user roles.
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’. No invoice is created for the appointment if the payment is cancelled or unsuccessful.
If you head to your Stripe account, and go to transactions, you will be able to track the status of these payments.
Taking 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!
Please refer to the Connecting a Stripe reader to WriteUpp article for guidance on pairing a reader.
One of the places you can initiate a payment from, is the appointment modal in the diary. As long as the appointment has not yet been invoiced, then you can open the appointment in the diary and click the ‘Stripe’ icon to take the payment.
If the appointment has already been invoiced, then you won't see the 'Stripe' icon in the appointment modal. Instead, you will need to take the payment from the invoice itself. Learn how to do that here.
To take payment from the appointment modal…
Click on the appointment in the diary that you wish to take payment for
In the appointment modal, click on the Stripe icon (Note: If you do not see this icon, then check whether the appointment has been invoiced. If it already has an invoice saved for it, then follow the steps in this article to take payment -> Taking payment from the invoice).
This will open the Payment screen in the modal. 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 readers connected to WriteUpp, then you will be asked to select which reader to send the payment to. 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 learn more about the Stripe reader you're using here.
You will then see the ‘Take Payment’ screen. The cost of the appointment, including VAT, will be displayed on screen.
At this point, if you are a Site Administrator or Privileged user type, you will see a 'Create an invoice' link below the 'Total Payable' field. You can click this to edit the details of the invoice, if needed. You can then finish creating the invoice and pay it from the invoice screen -> Taking payment from the invoice. If you do not need to make any changes, then you can ignore this link and the invoice will be generated at the end of the payment process.
Check that the 'Total payable' field 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 this 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 Go to invoice button in this modal, then it will take you to the saved invoice, where you will see that it has been stamped as “PAID”, with the comment “Paid using Stripe Terminal”. An invoice will only be generated if the payment is successful.
If you are a Regular or Restricted user, then you will not see the ‘Go to Invoice’ button, as access to invoicing is restricted for these user roles.
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’. No invoice is created for the appointment if the payment is cancelled or unsuccessful.
If you head to your Stripe account, and go to transactions, you will be able to track the status of these payments.
Taking 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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