Your VinesOS account must be out of test mode before doing this. Please confirm before starting the setup.
You must sign up from within VinesOS for your Stripe account. Do not sign up from the Stripe page or your account will not be linked.
IMPORTANT: When setting up your Stripe account be sure to use the Tax ID that will be used on tax filings. The person and Tax ID submitted will be sent a 1099-K form (Payment Card and Third Party Network Transactions) from VinesOS for all revenue received.
Signup a New Account for Stripe
You will set up your VinesOS Platform Stripe account from within the console. You will need:
Your Business EIN or Tax ID
Bank account credentials to connect your Stripe account for payout.
IMPORTANT: To allow for tipping, be sure to set your Business Type on the Set up page as either:
A. Eating places and restaurants.
B. Drinking places (alcoholic beverages), OR
C. Fast food restaurants, Restaurants or Bar
Steps to Signup:
To create your VinesOS Stripe account, log in to VinesOS and go to Profile from the top right corner.
2. Click the Stripe Signup button
IMPORTANT NOTE
As soon as you complete the signup, be sure to authenticate your account within 5 minutes by clicking on the email that Stripe sends. If this is not verified within 5 minutes, you must go through the signup process again. Your data may still be saved if you are on the same browser, but be sure to check for your authentication email from Stripe right away.
Test Mode Set up
Once you have set up your Stripe account, send us a chat message and ask us to put your account in Test Mode. Test Mode allows you to run test transactions while you are learning how to use VinesOS.
Signup an Existing VinesOS Account for Stripe
If you are an existing VinesOS client and wish to switch over to Stripe payments, please reach out by chat or email, and we will enable the Stripe account sign-up option within your VinesOS console.
Stripe Setup FAQ
What is the settlement/payout schedule for funds to my bank account
Payouts are based on your setup with VinesOS, typically it is a 2 business day payout cycle. You can view your Stripe payout timeframes through the following methods:
Using the Stripe App: Log in to your Stripe account via the app to access payout details.
From the VinesOS Profile Page: Navigate to the Stripe section in your VinesOS profile to view payout information. However, this timeframe may extend if there is a weekend or a bank holiday. The exact processing time may also vary depending on your bank's policies and the specific terms of your Stripe account.
Can I bring my own Stripe account?
No: Our integration requires a VinesOS Connected Stripe account, so it does require a new Stripe account. Existing Stripe accounts are not compatible).
How long does an authorization last?
The authorization will place a hold for 48 hours before the funds are released. After that time the card can not be charged, so make sure to do a full capture within that time frame.
How do I know if the order is going to Stripe or our old processor?
You can tell by the transaction ID. The Stripe Transaction ID starts with "pi_"
Here's an example of a non-Stripe transaction ID:
How soon does the transaction show up in Stripe?
The transaction shows up in Stripe immediately. There is no delay.
Is there a place where we can see more detail on the transactions and reconciliations?
View bank reconciliations
Go to the sidebar menu and select Dashboard > Reconciliation. This page displays results for the date range you query, showing money settling to your bank account and allowing you to tie it to each order.
Filter transactions by selecting the desired date range. You can choose individual days or select 'All' to view the entire date range at once .
Click the Details button to see all the details of what order is settling in what batch payment. Use the Export button to export the report to a CSV file .
For reconciliation related to tax filings (e.g., 1099K), use the same Reconciliation page and select the appropriate date range, such as "Last year" .
View transaction charges
In VinesOS, directly in the order, and under the Payments section, you will see the transaction details. You do not need to log into Stripe to get this data. It pulls directly on processing, so the same data is on Stripe Express as you see on the actual order detail page.
