To activate credit card transactions for your account, email us at sales@wondersign.com so that we can properly configure your account for mobile payments. Please note that this feature is available for free to transact the first $25,000.

Please follow the instructions in this article to get started with online checkout. 

To access instructions to a specific step use the links below:

Step 1: Connect Your Stripe and Catalog App Manager Accounts
Step 2: Activate Your Online Shopping Cart
Step 3: Set Up Your Sales Tax Options
Step 4: Enabling Manual Discounts
Step 5: Using the App: Create a Cart to Checkout Online
Step 6: Using Order Management in the Catalog App Manager

Connect Your Stripe and Catalog App Manager (CAM) accounts

1. Log into the Catalog App Manager (CAM) using your email and password credentials. 

2.  In the top right hand corner, click the account management dropdown menu, and select POS Configuration

3. Click Add Online Configuration

4.  Select Stripe from the Select Point of Sale System drop-down menu. 

5. Click Next. Enter in your Stripe account's Secret API Key and Publishable API Key.

These keys can be found in your Stripe.com dashboard, under the Developer>API Keys menu. 

Activate Your Online Shopping Cart

1. Click the Devices tab in the top navigation. 

2.  Click the Settings button in the Device Groups side panel on the right.

3.  Click the Cart Configuration menu to expand the section.
4. Select either Online Only or Offer Both Options to activate online checkout. 

5. Next, follow steps for setting up your sales tax options.

Set Up Your Sales Tax Options

1. In the Device Group Setting click the Cart Configuration menu to expand the section.
2. Toggle on the Sales Taxes Show radio button.
3. Enter in your desired tax names and rates. These will display in a drop-down menu during the online checkout process to allow you to apply your preferred tax rate. 

4. Click Save Changes.

5. Click Sync all devices on the devices home page.

6. Next, follow steps for Enabling Manual Discounts.

Enabling Manual Discounts

1. In the Device Group Setting click the Cart Configuration menu to expand the section.
2. Toggle on the Enable Discount Input radio button.
3. To protect . Toggle on the Enter PIN to enable discount radio button.

4. To set your PIN number click the drop-down menu in the top right corner. Select Account Settings. Add/edit your PIN in the Order Security PIN text box and Save Changes.

5. Click Sync all devices on the devices home page.

Using the App: Create a Cart to Check Out Online

Once you connect your Stripe account to your Wondersign CAM account, use the Desktop Catalog App to host Virtual Consultations with your customer and send them a checkout link.

1. Install the Desktop version of the Catalog App.
2. Co-browse with your customer.  
3. Add items for purchase to the cart.
4. Open the cart and click Proceed to Checkout

5. Click Mobile Checkout

6. Enter the customer's information. First name, last name, and email address are required. Click Next to proceed.

7. Enter the customer's preferred shipping information. Click Next to proceed.

8. Add Tax - select a tax rate from the Tax drop-down menu to apply to the cart total.
9. Add Discount - enter a discount here by amount or percentage to apply it to the total cart balance. 

If your Discount is PIN protected click/tap on the grayed out discount text box.

Enter your PIN into the form and select Verify Access Code.

Now the Discount text box is editable. 

10. Click the I have read and agree to the terms checkbox.
11. Click Send Checkout Link

12. A confirmation message will appear in the upper right-hand corner of the app.

13. The customer will receive a checkout email. To continue the online checkout process, ask the user to open the email and click Check Out Now.

14. A Stripe payment screen will appear. The store name listed on this screen is the store name entered in your Stripe Account. 

15. Once paid, the customer will see a Payment Successful screen indicating the transaction is complete. An email receipt is also sent to the user.

Using Order Management in the Catalog App Manager

Use order management to review and track your online orders. To view order details:

1. In the top right hand corner, click the account management dropdown menu, and select Order Management

2. Use the Columns drop-down to choose the columns you'd like to display in the grid. 

3. To view further details, click the gear icon on the right of an order row and select "View Details".

4. The Order Details screen provides a cohesive view of order information. Enter text in the Admin Comments field to notate further details about this order. 

5. Use the filters at the top of the order grid to narrow your list of orders.
6. Click the Export as CSV button to download your orders as a CSV file. 

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