The Payments tab is the central hub for managing all payment-related features in your Reserving Pro organization. It handles both online payments through Stripe Connect and in-person cash transactions via the integrated TPV (Point of Sale) system. This tab allows you to configure payment methods, manage invoicing, track revenue, and set up regional compliance settings.

Prerequisites

• Active Reserving account with verified email
• Reserving Pro subscription (this tab is not visible without Pro)
• Administrator role (Super Admin or Admin) in the organization
• App must be in Admin mode
• For Stripe Connect: Business information (legal name, tax ID, bank account details)
• For TPV cash payments: Understanding of cash management procedures

Steps

Progress: 0 of 19 steps

1

Navigate to Admin mode in Dashboard

Result:

App switches to Admin mode showing admin badge and controls

Notes:

Tap the mode toggle button in the Dashboard header. Only visible if you have admin permissions

2

Access Organization Settings

Result:

Opens the settings page with multiple tabs

Notes:

From Dashboard, tap your organization card, then navigate to Settings

3

Tap the 'Payments' tab

Result:

Displays the payment configuration interface

Notes:

Third tab in the settings navigation bar. Only visible if you have Reserving Pro subscription

4

Review Stripe Connect status

Result:

Shows whether Stripe is connected and charges are enabled

Notes:

Green checkmark indicates active connection. Gray icon means not connected

5

Tap 'Connect Stripe' if not already connected

Result:

Opens Stripe onboarding modal with account linking flow

Notes:

You'll need business information ready: legal name, tax ID, bank account details

6

Complete Stripe onboarding in external browser

Result:

Stripe account is created and linked to your organization

Notes:

App opens Safari/Chrome for secure Stripe authentication. Return to app when complete

7

Configure regional settings (Country, Currency)

Result:

Sets payment processing region and default currency

Notes:

Critical for compliance. Country determines available payment methods. Cannot be changed easily after setup

8

Tap 'Save Regional Settings' to confirm

Result:

Updates Stripe account location and currency settings

Notes:

Timezone is read-only here; change it in the Details tab

9

Toggle 'Allow Cash Payments' for in-person transactions

Result:

Enables the TPV (Point of Sale) cash register functionality

Notes:

Available for all Pro organizations, even without Stripe. Useful for on-site payments

10

Toggle 'Require Open Cash Session' if using cash

Result:

Forces staff to open a cash session before accepting cash payments

Notes:

Recommended for accountability and proper cash management

11

Enter Receipt Prefix (e.g., 'ORG', 'TPV')

Result:

Sets the text prefix for all cash receipts

Notes:

Maximum 10 characters. Helps identify receipts from your organization

12

Select Receipt Format from dropdown

Result:

Defines how receipt numbers are generated

Notes:

Simple: {YYYY}-{NNNNNN} (2025-000001). Detailed: {YYYY}{MM}{DD}-{NNNN} (20251114-0001)

13

Select Default Currency for cash transactions

Result:

Sets the currency displayed in TPV console

Notes:

Can be different from Stripe currency if needed

14

Tap 'Save TPV Settings' to apply changes

Result:

Saves cash payment configuration and updates organization settings

Notes:

Settings take effect immediately for new transactions

15

Tap 'Open TPV Console' to start processing payments

Result:

Launches the Point of Sale interface for cash transactions

Notes:

Only available if 'Allow Cash Payments' is enabled

16

Tap 'View Revenue Dashboard' (if Stripe connected)

Result:

Opens analytics page with revenue charts and transaction history

Notes:

Shows daily, weekly, monthly, and yearly revenue breakdowns

17

Tap 'View Invoices' to see billing history

Result:

Displays list of all invoices generated through Stripe

Notes:

Badge shows invoice count. Can filter by status (paid, pending, overdue)

18

Toggle 'Auto-generate Invoices' for automatic creation

Result:

System creates invoices automatically after successful payments

Notes:

Recommended for automated workflow. Saves manual invoice creation time

19

Toggle 'Email Invoices to Customers' for automatic delivery

Result:

Sends invoice PDFs to customers via email after creation

Notes:

Uses email associated with the payment. Customer receives invoice immediately

Interactive States

Stripe Connect Status Section

Displays connection status and provides access to Stripe-related features.

Not Connected State:

• Gray card icon
• "Not Connected" status label
• Description explaining Stripe benefits
• Blue "Connect Stripe" button

Connected State:

• Green checkmark icon
• "Connected" status badge
• Connected account information
• "View Revenue Dashboard" button (primary)
• "Manage Stripe Account" button (outline)

Regional Settings Section

Only visible when Stripe is connected.

• Country dropdown: List of supported Stripe countries (US, GB, ES, FR, DE, IT, etc.)
• Currency dropdown: Currencies supported by selected country
• Timezone field: Read-only, shows current organization timezone with helper text
• "Save Regional Settings" button (outline)

Revenue & Invoices Section

Only visible when Stripe is connected and charges are enabled.

• "View Invoices" item: Shows invoice count badge, navigates to invoice list
• "Manage Voucher Products" item: Shows product count badge, navigates to voucher management
• "Auto-generate Invoices" toggle: OFF by default
• "Email Invoices to Customers" toggle: OFF by default

TPV Configuration Section

Available for all Pro organizations, regardless of Stripe status.

• "Allow Cash Payments" toggle: Master control for TPV features
• "Require Open Cash Session" toggle: Only visible when cash payments enabled
• "Receipt Prefix" text input: Only visible when cash payments enabled (max 10 chars)
• "Receipt Format" dropdown: Only visible when cash payments enabled
• "Default Currency" dropdown: Only visible when cash payments enabled
• "Open TPV Console" button: Only enabled when cash payments are ON
• "Save TPV Settings" button: Always visible

Tips

• Complete Stripe onboarding in one session to avoid losing progress
• Choose your country carefully - it cannot be changed after connection
• Enable both invoice toggles for fully automated billing workflow
• Use a short, recognizable receipt prefix (e.g., your organization initials)
• Test cash payment workflow with a small transaction before going live
• Review revenue dashboard weekly to track payment trends
• Keep your Stripe account information up to date to avoid payment disruptions
• Enable "Require Open Cash Session" for better cash accountability
• Use the detailed receipt format ({YYYY}{MM}{DD}-{NNNN}) for better date tracking
• Regularly reconcile TPV cash sessions with physical cash counts

Warnings

• Stripe country selection is permanent - choose carefully before connecting
• Disconnecting Stripe may result in loss of payment history access
• Changing currency affects all future transactions but not existing ones
• Cash payment settings apply immediately - test before enabling in production
• Auto-generated invoices cannot be easily bulk-deleted if misconfigured
• Receipt numbering is sequential and cannot be reset without database intervention
• TPV requires staff training on cash session management procedures
• Stripe takes 2-7 business days to transfer funds to your bank account
• Failed Stripe onboarding may temporarily lock your account - complete all requirements
• Regional settings must comply with local tax and payment regulations

Troubleshooting

Solution

The Payments tab is only visible for organizations with Reserving Pro subscription. Upgrade your account to Pro to access payment features. Also ensure you are in Admin mode.

Solution

Ensure you're using a modern browser with cookies enabled. Close all Stripe-related tabs and try again. If using the mobile app, it opens an external browser - complete the flow there and return to the app.

Solution

Stripe may need additional verification before enabling charges. Check your Stripe dashboard for pending requirements (identity verification, bank account confirmation, business documents). Complete all requirements.

Solution

Country cannot be changed once Stripe account is created due to regulatory requirements. If you selected wrong country, contact Stripe support or create a new organization with correct settings.

Solution

Ensure 'Allow Cash Payments' toggle is ON (green). If it's on but button is still disabled, save the settings first, then try opening TPV console.

Solution

Receipt prefix must be 10 characters or less and contain only letters, numbers, and underscores. Special characters like @ # $ are not allowed. Try a shorter, simpler prefix.

Solution

Revenue data only appears after you've processed at least one successful payment through Stripe. For new accounts, it may take 24 hours for data to sync. Cash payments are tracked separately in TPV reports.

Solution

Verify the toggle is ON and saved. Check that customers have valid email addresses. Review error logs in the Invoices list for failed generations. Stripe must be properly connected.

Solution

Check spam folders. Verify customer email addresses are correct. Ensure 'Email Invoices to Customers' toggle is ON. Check Stripe email settings in your Stripe dashboard.

Solution

This is expected behavior - Stripe currency is for online payments, TPV currency is for cash. They can be different. Ensure each is set correctly for its purpose.

Solution

Ensure you have active internet connection. If Stripe is already connected, some settings may be locked. Try refreshing the page. Contact support if issue persists.

FAQ

What's the difference between Stripe payments and TPV cash payments? Stripe handles online credit/debit card payments with automatic bank transfers. TPV is for in-person cash transactions that you manually manage and deposit. You can use both simultaneously.

Do I need Stripe to use TPV cash payments? No, TPV cash payment functionality is available to all Reserving Pro organizations, even without Stripe connection. They are independent systems.

How long does Stripe onboarding take? Initial onboarding takes 5-15 minutes to complete the form. Stripe verification can take 1-3 business days. You can accept payments immediately after basic onboarding, with some limits until fully verified.

Can I have multiple Stripe accounts for different organizations? Yes, each organization can connect to its own Stripe account. You'll need separate business information for each.

What fees does Stripe charge? Stripe typically charges 2.9% + $0.30 per successful transaction in the US. Rates vary by country. Check Stripe's official pricing for your region.

Can I change receipt format after transactions exist? Yes, but only future receipts will use the new format. Existing receipt numbers remain unchanged. This may cause confusion, so choose format carefully initially.

What happens to cash in TPV if session is not closed? Unclosed sessions remain open indefinitely and must be manually closed. This can cause discrepancies in cash reporting. Always close sessions at end of shift.

Can I customize invoice templates? Invoice templates use Stripe's standard format. You can add your logo and business information in Stripe dashboard settings, which will reflect in all invoices.

How do I refund a payment? Online Stripe payments can be refunded through the Revenue Dashboard or Stripe dashboard. Cash refunds must be manually processed and recorded in TPV.

What's the invoice count badge number? It shows the total number of invoices generated for your organization through Stripe. This includes paid, pending, and overdue invoices.

Can members see invoices? Members can access their own payment invoices through their account. They cannot see other members' invoices.

What happens if Stripe account is suspended? Payment processing stops immediately. Existing data remains accessible. Contact Stripe support to resolve suspension. Consider enabling cash payments as backup.

Related Content

• Organization Settings - Details
• Organization Settings - Custom Fields
• Organization Settings - Non-Member
• Organization Settings - Notifications
• Revenue Analytics
• Invoices Management
• TPV Console
• Reserving Pro