Stripe Configuration

Stripe Configuration lets you connect your WMS to Stripe Connect so you can accept credit card payments from OMS clients. This page guides you through the setup process and shows the current status of your Stripe account.

You must complete Stripe Connect setup before OMS clients can pay their invoices with credit cards. The page shows different status messages depending on whether your account is configured, active, or still needs setup.

What is Stripe Configuration?

Stripe Configuration is a setup page that connects your warehouse (WMS) to Stripe Connect. Stripe Connect is the payment gateway that processes credit card payments from your OMS clients when they pay their 3PL billing invoices.

The page checks your gateway settings and shows whether the connection is active, incomplete, or not configured. You can start the setup, complete the onboarding process, or refresh the status from this page.

Why use Stripe Configuration?

Accept Credit Card Payments

Enable OMS clients to pay their invoices with credit cards. Payments are processed securely through Stripe.

Guided Onboarding

Complete the Stripe Connect setup in a popup window. The system guides you through each step.

Test and Production Modes

Use Test Mode for sandbox testing or Production Mode for real payments. The mode is set in your gateway configuration.

Clear Status Display

See at a glance whether your account is active, setup is incomplete, or configuration is missing.

Accessing Stripe Configuration

You can access Stripe Configuration from:

• Main Menu: Navigate to 3PL Billing → Stripe Configuration in the WMS navigation menu

Required Permissions

Only warehouse administrators with the 3PL Billing module enabled can access Stripe Configuration. If you do not see this option, contact your system administrator.

Page Status Messages

The page shows one of four status messages depending on your Stripe Connect account state:

Stripe Connect Configured (Green)

Your account is active and ready to process payments. The page shows a Current Mode badge (Test Mode or Production Mode). You see:

• Check Status – Refreshes the page to verify the current status
• Reconfigure Account – For future use; contact support if you need to change your account
• Refresh Status – Reloads the page to update the display

Setup Incomplete (Yellow)

Your Stripe Connect account exists but onboarding is not finished. You see:

• Complete Setup – Opens the Stripe onboarding window so you can finish the process
• Refresh Page – Reloads the page after completing setup

Stripe Connect Not Configured (Red)

No Stripe Connect configuration exists in your system. The page explains that your administrator must register a Stripe Connect gateway configuration with one of these descriptions:

• Stripe Connect test – For test/sandbox mode
• Stripe Connect – For production mode

Contact your system administrator to set up the gateway configuration.

Connect with Stripe (Blue)

The gateway is configured but no Stripe account is connected yet. You see:

• Connect with Stripe – Starts the connection process and opens the Stripe onboarding

How to Connect with Stripe

Prerequisite

Your system administrator must configure the Stripe Connect gateway first. The page must show the blue “Connect with Stripe” state. If you see “Stripe Connect Not Configured” in red, contact your administrator to add a gateway configuration with description Stripe Connect test or Stripe Connect.

1. Go to Stripe Configuration

   Go to 3PL Billing → Stripe Configuration in the WMS menu. The page title shows STRIPE CONFIGURATION.

2. Click Connect with Stripe

   Click the Connect with Stripe button. A popup window opens with the Stripe onboarding form.

3. Complete the setup in the popup

   Fill in the required information in the Stripe window. When you finish, the popup closes automatically or you can close it manually.

4. Return to the page

   The page refreshes and shows your status. If setup is complete, you see a green success message: “Stripe Connect setup has been completed successfully! Your account is now ready for processing payments.” The status area shows “Stripe Connect Configured” in green.

Popup Blocked?

If your browser blocks the popup, an alert appears with three options: Open in New Tab, Continue in This Window, or Cancel Setup. Choose the option that works best for you.

Page Actions (Buttons)

Button	When Shown	Action
Connect with Stripe	Not configured	Starts the connection and opens Stripe onboarding
Complete Setup	Setup incomplete	Opens Stripe onboarding to finish the process
Check Status	Account active	Reloads the page to verify status
Reconfigure Account	Account active	Asks for confirmation; shows “Reconfiguration feature coming soon. Please contact support if you need to change your account.”
Refresh Status / Refresh Page	Various	Reloads the page to update the display

Test Mode vs Production Mode

The mode is determined by the gateway configuration in your system:

• Test Mode – Uses Stripe Connect test in the gateway settings. Use this for testing without real charges.
• Production Mode – Uses Stripe Connect in the gateway settings. Use this for live payments.

The current mode appears as a badge on the page when the gateway is configured.

Best Practices

Test First

Complete setup in Test Mode before switching to Production. This helps you verify the flow without real charges.

Allow Popups

Enable popups for the WMS site so the Stripe onboarding window can open. If blocked, use the “Open in New Tab” option.

Complete Onboarding

Finish all steps in the Stripe onboarding. Incomplete setup can leave your account in “Setup Incomplete” status.

Refresh After Setup

After completing setup, return to the page and click Refresh Status to confirm your account is active.

Troubleshooting

Popup blocked

Problem: The Stripe setup popup does not open.

Solution: An alert appears: “Your browser blocked the Stripe setup popup. You can:” with three buttons. Click Open in New Tab to open in a new tab, Continue in This Window to use the same window, or Cancel Setup to stop. You can also allow popups for the WMS site in your browser settings.

Error message in URL

Problem: You see an error message at the top of the page (for example, from ?error= in the URL).

Solution: Read the error text. It may indicate an issue with the Stripe API or your session. Try refreshing the page and starting the setup again. If the error persists, contact support.

Setup completed but status not updated

Problem: You finished setup in Stripe but the page still shows “Setup Incomplete”.

Solution: Click Refresh Page or Refresh Status to reload the page. The system checks Stripe again and updates the display. If it still shows incomplete, wait a few minutes and try again.

No Stripe Connect configuration found

Problem: The page shows “Stripe Connect Not Configured” in red.

Solution: Your system administrator must add a Stripe Connect gateway configuration. The gateway must use the description Stripe Connect test (for test mode) or Stripe Connect (for production). Contact your administrator for help.

Related Links

Next Steps:

• Payments – View and manage payments from OMS clients
• Statements – View billing statements
• Gateway Methods – OMS account payment method setup