Integrating Activate your Stripe account with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
1. Click ‘Integrations’ then ‘POS Integration’ and finally ‘WorkshopPay’ from the left-hand navigation bar in Workshop Software
2. Click on the green ‘Connect to ‘WorkshopPay‘ button.
3. Follow the prompts on screen to set up your account.
This process is setting up your online merchant facilities and therefore will require information such as ABN, Business contact details, Names address and phone numbers of associated business owners/associates/directors and your bank details of where you want the funds to be deposited into. So please have these on hand on set up.
4. Once this has been completed you will be automatically redirected back to Workshop Software. Now you can set up what percentage you want charged on all invoices processed via WorkshopPay.
Surcharge Label you can enter in this field what you would like the surcharge to be labelled and displayed on your invoices. We do have a default name of ‘Credit Card Surcharge’ already pre-filled. But you can change the name at anytime.
WorkshopPay Surcharge Percentage (optional) you can enter in this field the % credit card surcharge you want to oncharge to your clients. This percentage will be of the total amount of the invoice and will be labelled separately on the invoice.
Once you have entered in these details, don’t forget to click the green ‘Save‘ button.
WorkshopPay’s Merchant fees are as follows:
| Country | Pricing | Note |
|---|---|---|
| Australia | 2.24% + 30c/transaction | |
| New Zealand | 3.39% + 30c/transaction | |
| UK | 1.89% + 20p/transaction | For European cards |
| Canada | 3.39% + 30c/transaction | |
| Ireland | 1.89% + €0.25/ transactions |
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.
What if this does not resolve the issue?
If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.