Create eCommerce products with Stripe and LightSpeed VT

At this time, with this Stripe integration feature, you can create one-time purchases or subscriptions.

If you have not connected Stripe to your VT System, CLICK HERE to link to the article on how to do that first.

The steps below are for a basic setup. For more options, please review our “Advanced Settings” section.

Below are Steps A1, A2 and A3 which are for “One Time Purchase” product pricing. Alternatively, Steps B1, B2 and B3 are for “Recurring Subscription” product pricing.

If you wish to add a trial to a one-time product charge, please follow the instructions for “Recurring Subscription” and then follow the additional instructions available here.

Step A1 and B1; the instructions are the same for both A & B on Step 1:

• Sign into your VT System
• Go to the “Super User Dashboard”
• Look for section ID “101” and click “API Management” (formerly called “Integration Management”), this will take you to your “API Management” dashboard
• In the main menu bar, click on the “Stripe Integration” tab, then on the “Stripe Account” sub-tab
• You will be redirected to the “Individual Purchase Settings” tab
• Slide to “Enabled” to activate the option to take payments for individual subscriptions
• Choose “Location” for the “Apply to:” option
• Pick the system holding the location you wish to use
• Select the location in which your users will be created
• Click “SAVE AND CONTINUE”

One time purchase (Option A)

Step A – 2 :

• Sign into your Stripe dashboard
• Click “Products” in the left menu bar (Note: If you do not see “Products” in the left menu bar, use the Search bar at the top to search for “Checkout Settings” – then on that screen, click to enable “Checkout client-only integration” – this will add the “Products” menu item to the navigation bar.)
• Click the “+ Add Product” button located on the top right of the main area
• Enter the name for your product
• Choose the “Standard Pricing” option for Pricing model if not already selected
• Enter the amount you will charge for your product
• Choose the “One time” option
• Click “Save Product”
• Look for the “Pricing” section in the middle of the resulting page
• Copy the product PriceId to clipboard
• Proceed to “Step A-3” below

Step A – 3 :

• Go back to your VT API Manager/Stripe Integration section
• Click on “Individual Purchase Settings” tab and choose the “Products” sub-tab
• Click the “ADD NEW PRODUCT” button
• In the “Name” field, add the name of your product
• For “Product Type”, choose the “One time payment” option
• Paste the PriceId you copied in Step A-2, into the “Stripe PriceId” field
• If you want to restrict your product to limited coupon codes, check the “Restrict Coupon” checkbox and choose the coupons that will apply (See Advanced section for more details)
• Under “Set User To Access Level”, choose the Access Level that will be assigned to newly created users
• Add content role IDs to the “Add role(s)” field
• Under the “Code Snippet” section, copy the generated code that will be used to insert in your checkout page
• Click the “ADD” button at bottom
• Your product is now configured and you are ready to use your code snippet

Recurring Subscription (Option B)

Step B – 2 :

• Sign into your Stripe dashboard
• Click “Products” in the left menu bar
• Click the “+ Add product” button located on the top right of the main area
• Enter the name for your product
• Choose the “Standard Pricing” option for Pricing model if not already selected
• Enter the amount you will charge for your product
• Choose the “Recurring” option
• Set your Billing period (Default is Monthly)
• Click “Save Product”
• Look for the “Pricing” section in the middle of the resulting page
• Copy the product PriceId to clipboard
• Proceed to “Step B-3” below

Step B – 3 :

• Go back to your VT API Manager/Stripe Integration section
• Click on “Individual Purchase Settings” tab and choose the “Products” sub-tab
• Click the “ADD NEW PRODUCT” button
• In the “Name” field, add the name of your product
• For “Product Type”, choose the “Subscription” option
• Paste the PriceId you copied in “Step B – 2”, into the “Stripe PriceId” field
• If you want to restrict your product to limited coupon codes, check the “Restrict Coupon” checkbox and choose the coupons that will apply (See Advanced section for more details)
• Under “Set User To Access Level”, choose the Access Level that will be assigned to newly created users
• Add content role IDs to the “Add role(s)” field
• Under the “Code Snippet” section, copy the generated code that will be used to insert in your checkout page
• Click the “ADD” button at bottom
• Your product is now configured and you are ready to use your code snippet

CHECKOUT FORM OPTIONS

Passing user info to widget

You can also pass user information via the url in order to prefill the Stripe Widget. The parameters that you’re able to prefill are First Name, Last Name, Email and Coupon.

The parameters that you can pass in the url are:

• fname
• lname
• email
• coupon

Here’s an example of what the url would look like if you passed in first name, last name and email
https://your-site.com/stripe_widget.html?fname=obiwan&lname=kenobi&email=obi.wan@lightspeedvt.com

ADVANCED PRODUCT SETTINGS

Adding additional pricing options

For each one of your products, you can create multiple pricing plans with different prices and time periods. The configurations are done in your Stripe.com. Follow the API Management steps above (Step A – 3 or Step B – 3) for each additional SKU or PLAN you created.

One Time Product

In details view for the product, click “+ Add SKU” for each pricing option you wish to create.
Name and specify amount for each option. For example: Bronze for $97.00, Silver for $197.00, Gold for $297.00.

Subscription

In details view for the product, click “+ Add pricing plan” for each pricing plan you wish to create.

• Name and specify the amount to be charged for each option. For example: Monthly for $97.00, Yearly for $1,297.00.
• Choose the correct “Billing interval”
• If using a trial period, set the number of days

Coupons

If you create a coupon in your Stripe.com account, all coupons will be applied to all products by default. If you wish to allow a coupon code to only be used with certain products, you will need to restrict the products in your LSVT/Stripe integration panel.

Step 1 :

• Sign in to your Stripe.com account
• Click Billing in the left side menu
• Click on Coupons in the resulting expanded sub menu
• In the main content area, click the + New button
• On the resulting screen, in the Name field, type a name for your coupon
• Choose the Type of discount to be applied and the corresponding amount or percentage
• Choose a duration and corresponding frequency
• If desired, select Redemption limits and corresponding settings
• Click the Create coupon button in the bottom right
• Proceed to Step 2 below

Step 2 :

The coupon code you created in the Stripe.com admin is now available in your LSVT/Stripe integration management area. Pick the products for which you want to restrict the use of coupons and select the coupons that will be allowed to be used.

Example:
You have 3 products (A, B and C). You created 2 coupons. One for 50% off and one for 20% off. If you do not restrict the coupon codes, both coupons can be used with products A, B and C.
If you restrict product A to only be able to use 50% coupon, products B and C are still able to use both coupons.

Product expiry options

One time products

When using a “one time payment” product, you can specify an action to be taken X number of days after the purchases. The following options are available:

1. Default (Nothing configured): User’s account remains active
   
2. X Day(s) or Month(s) after purchase
   a) Deactivate user’s account: User’s account will be deactivated after specified time period from day of purchase
   
   b) Do not deactivate user’s account: Same as default, but allows for extra actions to be taken after specified time period
   • Restore user’s original content roles settings: Content roles that were added and/or removed upon creation of account will revert to original settings after time
   • Add Role(s) / Remove Role(s): Will add or remove content roles after specified time period from purchase day
     

Subscriptions

When using a “subscription” product, you can specify an action to be taken when the Stripe.com subscription expires. The following options are available:

1. Default (Nothing configured): User’s account remains active
   

2. Deactivate user’s account: User’s account will be deactivated upon expiration of subscription
   

3. Do not deactivate user’s account: Same as default, but allows for extra actions to be taken upon expiration of the subscription

   1. Restore user’s original content roles settings: Content roles that were added and/or removed upon creation of account will revert to original settings after expiration

   2. Add Role(s) / Remove Role(s): Will add or remove content roles after expiration
      

Upgrading/Downgrading

Our checkout form has the ability to recognize if a product is a new product to be added or if it is a product that can be upgraded/downgraded from an existing product a user already purchased.

For upgrades/downgrades, create a new plan or SKU under an existing Stripe.com product and create a new code snippet form in your integration management control panel. Send your existing users to the new forms. Once they make a purchase, the user will be assigned the new settings. If the product is a subscription, the old subscription will be cancelled and the new subscription will take effect.

Misc Options

Custom Stripe Metadata

You can add custom meta tag pairs to the product config screen in your integration panel which will be added to the stripe meta tag section for customer record or subscription details.

You can add as many you need and are to be added at the “product” level.

The format is in 3 parts: sub|cus,key,value

• Choose where the meta tag will be added to: “sub” will apply the meta tag to the subscription details and “cus” will apply the meta tag to the customer details
• The key will be the name of the meta tag field in Stripe
• The value is simply the value that will be entered for that field.
  

Teams

If you have configured teams in your LSVT main admin area, you’re able to assign users to a selected team upon creation of user’s account after purchase. Simply select a team from the “Assign user to team” field option

Team selection

Team selection options

Send an email notification to

Send an email to the list of email addresses specified each time a purchase is made for this product.

Email notification

Disclaimer

You can specify disclaimer or any other text to be displayed below the submit button. This field will allow the input of basic HTML for formatting purpose.

Disclaimer admin settings

Disclaimer front end output

Success Message

This area allows you to create an informative message to be displayed after a successful transaction. This field will allow the input of basic HTML for formatting purpose.

Success message admin settings

Success message front-end output

ADVANCED ACCOUNT SETTINGS

Several configuration sections are available under “Individual Purchase Settings”. Please review additional information for each section below:

“Apply to:” Location vs. System

Choosing “Location” will generate a checkout form code snippet that will create users in the specified location.

Location vs. System options – Location

Choosing “System” will generate a checkout form code snippet that can be used to create users in any location within the specified system. In order to use this option, you must add the parameter “loc” to the generated code snippet’s URL before inserting in your page.

Location vs. System options – System

Generated snippet:

<script src="https://xxxxxxx.lightspeedvt.net/xxxxxx/st_snippet.aspx?dataid=1&p=9231885d-124d-413c-98ea-814901bbyuy81"></script>

Modified snippet:

<script src="https://xxxxxxx.lightspeedvt.net/xxxxxx/st_snippet.aspx?dataid=1&p=9231885d-124d-413c-98ea-814901bbyuy81&loc=12345"></script>

Send notification email upon user’s creation

If a user is created during the purchase process, we’ll send out a notification email to the user with its credentials. It will inherit the same settings as the email template from the main LSVT system.

Allow user to update profile

If the option is unchecked, the user will not be able to update their LSVT user profile.

For all products add the following roles by default

A list of default content roles to be added to the user’s account can be specified in this field. When a purchase is made, the default roles will be added first, then any other role actions specific to the product will be taken. This allows to set ‘non purchased’ content roles for example.

Tips & Notes