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Wisenet

      How to Set Up Stripe Connected App

      To enable Stripe, there are a number of steps that must first be completed by an Owner within Wisenet.

      Once Stripe is correctly set up and, a payment amount is set up as required within a Published Course Offer, Education Providers can start collecting payments from applicants applying online via Sales+.

      Required LRM Access: Owner

      1

      Enable and Configure Stripe
      1. Navigate to LRM > Settings > Integration > Connected Apps
      2. Under Available Apps > Stripe, Click Connect
      3. Follow the prompts until the Status is Connected
        1. Update Account Details
        2. Add Bank Details
          • This is where we will make payments to

      2

      Branding

      Customise how your brand appears on bank transactions using the Stripe gateway:

      1. Statement Descriptor
        • This is the business name that will show up on your customer’s bank or credit card statements
        • IMPORTANT NOTE: Choose something a customer will recognise to help prevent disputes
      2. Statement Descriptor Prefix
        • Customers will see this shortened version on their statement if a customised descriptor is used on a charge
      3. ABN / Tax Id
        • Enter your Tax Id
          • Australia – Australian Business Number (ABN)
          • Other – TaxId
      4. Click Save

      3

      Tax Rates

      Tax rates are managed by Wisenet. Currently you are not able to edit these.

      4

      Fee Types

      These are your Inventory Items and are configured within Dropdowns.

      5

      Enable Payments against a Published Course Offer

      Follow the steps below if a payment amount is required for a Sales+ Published Course Offer.

      1. Navigate to LRM > Course Offers
      2. Select and Open the relevant Course Offer
      3. On the left navigation bar, Click Sales
      4. On the top right corner, Click Actions > Edit
      5. Under Payment Type, Choose whether:
        1. No Payment on Application
        2. Deposit Payment on Application
        3. Full Payment on Application
      6. The following options will be required if a Payment is required (Mandatory when Deposit Payment or Full Payment on Application is chosen)
        1. Invoice Item
          • Select from drodpown
        2. Invoice Line Item Description
          • Defaulted from selected Fee Type
          • Can be edited
        3. Payment Amount (Tax Excl)
          • Defaulted from selected Finance Item
          • Can be edited and must be greater than 0
        4. Click Save

      NOTE: Payment Type will be disabled until Connected App is fully set up.

      6

      Ready to receive payment
      • Any update you make to the Course Offer will automatically update the published data in Sales+
      • Your Application Form will dynamically include/exclude the Payment Step based on what is configured for the selected Intake and Application Type
      • When Payment is included in the Application Form the ‘Submit’ will change to ‘Finalise and Pay’ and redirect the Applicant to the Payment Step
      • The Applicant can now complete payment

      7

      What happens when a payment is made

      Payment is successful

      1. On successful payment the Applicant will be taken to the ‘Submitted Application’ success page.
      2. In Wisenet, an invoice will be created
      3. The Application will be processed with a Payment Status = Paid
      4. An email will be sent to the applicant with the Application Tax Invoice / Receipt

      Unable to make payment within 15 minutes

      1. If unsuccessful in making a Payment, after 15 minutes the application will be processed with a Payment Status = Failed
      2. An email will be sent with a link to view Invoice and make Payment and a Pay now Button which will automatically take the applicant to the Payment form to finalise payment