Stripe Location Purchases

If you are looking to sell to businesses using the Stripe widget, look no further! Once you’ve connected Stripe in LightSpeed VT, you’re pretty much half way there. For instructions on activating/connecting your Stripe account click here.

Overview

Before we jump into creating products in Stripe, it may help to get an overview on how things will be configured in LightSpeed VT first so you’ll know exactly what is needed:

1. From the Super User Dashboard, select “Integration Management”
2. Navigate to your Stripe Account
3. From the “Location Purchase Settings” pull down, select “Products” and click on the “Add New Product” button

Similar to setting up a B2C (business-to-consumer) product, you’ll be asked for several key items:

• Name – This is the name of your product
• Product Type – This is to determine whether the product uses the subscription model or is a one time payment
• Stripe PriceID – This is the price id generated by Stripe after creating a price under a product which can be retrieved from the Stripe Dashboard
• Access Level – This determines what basic privileges are granted to users buying your product, whether that’s read/ read+write+access to reporting, etc.
• Content Role(s) -This is to determine which content is accessible after purchase
• *Billing Type – When creating a location with this product, you’ll need to choose from four differing pricing options which we’ll cover in more detail in the next section of this article
• Use Template – This will determine which template or private label will be in use with each location purchase

Other optional fields/settings include the following:

• Description – This should be short and aim to help the user understand the pricing structure of your product
• Trial Period Days – If your product has a trial period, you can enter an integer here that will represent the number of days before the customer is charged for what they initially purchased
• Setup Fee Stripe PriceID – If a setup fee is required, a new product should be created in Stripe and the PriceID can be entered here. The setup fee will be added to the total charges and can be tracked as a separate product for reporting reasons
• Tax – If your product is taxed, and tax rates have been configured in Stripe, then you can select which tax rate is applicable from this drop menu
• Restrict Coupon – If coupons have already been setup in Stripe, by default, each product enabled in LightSpeed VT will be able to use any of the coupon codes created. In order to only allow certain ones to be applicable, check the box next to “Restrict Coupon” and choose the coupon code(s) that are allowed at checkout
• Disclaimer – If you would like to display a message below the payment form, you can enter that text into this field
• Success Message – If you would like to display a message after a customer is done placing their order, you can enter that text into this field
• Sign In into LSVT Application after successful purchase – This by default is checked and will automatically redirect the user to the LSVT training center if the “After completion redirect URL” field is blank

Billing Types

When it comes to location purchases, there are a few different pricing options available that you might consider before creating/configuring your products:

• Not Set
• Total Number Of Active users
• Maximum Number Of Active Users
• Signed In Users

Not Set

Here, location purchasers will only be charged the total amount during the initial purchase. It could be a recurring flat fee (E.g. $197/month) or it could be based on a range of users (E.g. 10 users for $200/month).

This option should be used for all billing that allows the purchaser to choose a number of users upon checkout. The Number of users field should be turned on to allow purchasers to choose the number of users when configuring your product in webservices.

If Not Set is chosen and the “Show number of users field” checkbox is unchecked, then this means that the product will be considered a single unit. (E.g. $197/month for the whole location). If this is the intended setup, then you can apply a max user cap on the purchased location so that it would be $197/month for a total of 10 users to protect yourself from having too many users in one location.

Total Number Of Active Users

If Total Number Of Active Users is selected for the billing type, then location purchasers will be charged the amount they chose during the initial purchase per unique active users. (E.g. If it’s $2 per unique user that is active at ANY point during the billing month).

This option should be used when the location purchaser will need to be charged for the actual amount of unique ACTIVE users during the billing period. Metered pricing should be used in conjunction with this billing type – This part is setup under the Stripe product:

If non-metered pricing is used, purchasers would be charged the configured price, based on 1 unit, at time of purchase. At the start of the next billing period, purchasers will then be charged for actual usage count.

Maximum Number Of Active Users

With Maximum Number Of Active Users, location purchasers will be charged the amount they chose during initial purchase per active users, but in a “seat” version. (Example: $2 per active seat during the month). It will report the maximum number of users that were active at same time during the billing period.

This option should be used when a client wants to charge a purchaser for the actual amount of active seats during the billing period. Metered pricing should be used in conjunction with this billing type. If non-metered pricing is used, purchasers would be charged the configured price, based on 1 unit, at time of purchase. At the start of the next billing period, purchasers will then be charged for actual usage count.

Signed In Users

For Signed In Users, location purchasers will be charged the amount they chose during initial purchase per signed in users. (Example: $2 per user that sign in at any point during the billing month).

This option should be used when a client wants to charge a purchaser for the actual amount of signed in users during the billing period. Metered pricing should be used in conjunction with this billing type. If non-metered pricing is used, purchasers would be charged the configured price, based on 1 unit, at time of purchase. At the start of the next billing period, purchasers will then be charged for actual sign in count.

Creating Your Products In Stripe

Now that you have an understanding of what pricing options are available, you are ready to start creating your products! We recommend keeping LSVT open in one window and then opening another to sign into Stripe as you will be navigating back and forth between these two applications. We’ll go through several examples together, but to summarize the different billing types, we’ve broken it down even further as seen in the table below:

Location Purchases – Billing Types

Option A: Create A Recurring Flat Fee Product (Standard Pricing) – Part 1

• Login to your Stripe account, click on “Products” from the Dashboard then click on the “+ Add product” button
• Give your product a name
• Make sure “Standard Pricing” is selected from the “Pricing model” drop menu
• Enter the amount to be charged (For e.g. $2/mo)
• Make sure “Recurring” is selected
• Make sure “Monthly” is selected from the “Billing period” drop menu
• Click On the “Save Product” button and copy the Stripe generated PriceID on the resulting page

Option A: Configure Recurring Flat Fee Product (Not Set) – Part 2

• Back in the LightSpeed VT window, click on the “Add New Product” button again
• Next, in the dialog box, give the product a name (it can be the same name given in Stripe), select the “Subscription” radio button under the Billing Type, and paste the copied PriceID into the “Stripe PriceID” field
• Set the User Access Level (E.g. Manager [4])
• Add the Content Role(s) (E.g. 12345)
• Make Sure “Not Set” is selected under the Billing Type drop menu and make sure that the “Show number of users field” checkbox is unchecked
• Select a template from the list of template locations created
• Choose “Deactivate Location” for when the product expires
• Copy/paste the provided code snippet onto your front door, click on “Done” and then “Save And Continue”

Option B: Create A One Time Flat Fee Product (Standard Pricing) – Part 1

• In Stripe, click on “Products” from the Dashboard then click on the “+ Add product” button
• Give your product a name
• Make sure “Standard Pricing” is selected from the “Pricing model” drop menu
• Enter the amount to be charged (For e.g. $97/mo)
• Make sure “One time” is selected
• Click On the “Save Product” button and copy the Stripe generated PriceID on the resulting page

Option B: Configure One Time Flat Fee Product (Not Set) – Part 2

• Back in the LightSpeed VT window, click on the “Add New Product” button
• Next, in the dialog box, give the product a name, select the “One time payment” radio button under the Billing Type, and paste the copied PriceID into the “Stripe PriceID” field
• Set the User Access Level (E.g. Manager [4])
• Add the Content Role(s) (E.g. 12345)
• Make Sure “Not Set” is selected under the Billing Type drop menu and make sure that the “Show number of users field” checkbox is unchecked
• Select a template from the list of template locations
• Choose “Do not deactivate location” for when the product expires or leave as is
• Copy/paste the provided code snippet onto your front door, click on “Done” and then “Save And Continue”

Option C: Create A Recurring Product Based On A Range Of Users With A Certain Number Already Included (Graduated Pricing) – Part 1

• In Stripe, click on “Products” from the Dashboard then click on the “+ Add product” button
• Give your product a name
• Make sure “Graduated Pricing” is selected from the “Pricing model” drop menu
• For the first range, enter “10” into the “Last Unit” field and enter “$200” in the “Flat Fee” field
• For the next range, enter “$2” into the “Per Unit” field
• Make sure “Monthly” is selected from the “Billing period” drop menu
• Click On the “Save Product” button and copy the Stripe generated PriceID on the resulting page

Option C: Configure Recurring Product Based On A Range Of Users With A Certain Number Already Included (Not Set) – Part 2

• Back in the LightSpeed VT window, click on the “Add New Product” button
• Next, in the dialog box, give the product a name, select the “Recurring” radio button under the Billing Type, and paste the copied PriceID into the “Stripe PriceID” field
• Set the User Access Level (E.g. Manager [4])
• Add the Content Role(s) (E.g. 12345)
• Make Sure “Not Set” is selected under the Billing Type drop menu and make sure that the “Show number of users field” checkbox is checked (This will allow purchasers to indicate the total amount of users needed)
• Select a template from the list of template locations
• Choose “Deactivate Location” for when the product expires
• Copy/paste the provided code snippet onto your front door, click on “Done” and then “Save And Continue”

Option D: Create A Recurring Flat Fee Product Based On A Range Of Users (Volume Pricing) – Part 1

• In Stripe, click on “Products” from the Dashboard then click on the “+ Add product” button
• Give your product a name
• Make sure “Volume Pricing” is selected from the “Pricing model” drop menu
• Enter the amount to be charged for each range of users (For e.g. $200/mo for 25 users, $300/mo for 26-100 users, $400/mo for 100 or more users)
• Make sure “Monthly” is selected from the “Billing period” drop menu
• Click On the “Save Product” button and copy the Stripe generated PriceID on the resulting page

Option D: Configure Recurring Flat Fee Product Based On A Range Of Users (Not Set) – Part 2

• Back in the LightSpeed VT window, click on the “Add New Product” button again
• Next, in the dialog box, give the product a name, select the “Subscription” radio button under the Billing Type, and paste the copied PriceID into the “Stripe PriceID” field
• Set the User Access Level (E.g. Manager [4])
• Add the Content Role(s) (E.g. 12345)
• Make Sure “Not Set” is selected under the Billing Type drop menu and make sure that the “Show number of users field” checkbox is checked
• Select a template from the list of template locations created
• Choose “Deactivate Location” for when the product expires
• Copy/paste the provided code snippet onto your front door, click on “Done” and then “Save And Continue”

Option E: Create A Recurring Flat Fee Product Based On A Block Of Users (Package Pricing) – Part 1

• In Stripe, click on “Products” from the Dashboard then click on the “+ Add product” button
• Give your product a name
• Make sure “Package Pricing” is selected from the “Pricing model” drop menu
• Enter the amount to be charged for x amount of units (For e.g. $5/mo for every 100 users)
• Make sure “Monthly” is selected from the “Billing period” drop menu
• Click On the “Save Product” button and copy the Stripe generated PriceID on the resulting page

Option E: Configure Recurring Flat Fee Product Based On Blocks Of Users (Not Set) – Part 2

• Back in the LightSpeed VT window, click on the “Add New Product” button again
• Next, in the dialog box, give the product a name, select the “Subscription” radio button under the Billing Type, and paste the copied PriceID into the “Stripe PriceID” field
• Set the User Access Level (E.g. Manager [4])
• Add the Content Role(s) (E.g. 12345)
• Make Sure “Not Set” is selected under the Billing Type drop menu and make sure that the “Show number of users field” checkbox is checked
• Select a template from the list of template locations created
• Choose “Deactivate Location” for when the product expires
• Copy/paste the provided code snippet onto your front door, click on “Done” and then “Save And Continue”

Customization

Just like you could modify the Stripe form layouts on the individual Stripe widget, you can do the same thing here on the location Stripe widget by downloading the provided CSS templates.

In webservices, at the Stripe product level, scroll to the very bottom section and you can download these files.

Under the location settings, you can also drop in Javascript, Pixel tracking code, and add your terms and conditions (if any) which will display at checkout on the stripe widget.

As you can see, each step of the stripe widget has its own separate section depending on where you want your javascript code placed:

For example, Looking at the Graduated Pricing Scheme (Option C) – If I wanted to set a default number value on the stripe widget (by default it is NULL), then I could simply add the following Javascript into the “Step 1 – Start Form Code” replacing the priceId in closed brackets with the product’s Stripe price Id:

if(document.querySelector("#sf_maxusers_[priceId]")){
let input = document.querySelector("#sf_maxusers_[priceId]");
input.min = "10";
input.placeholder = "10";
input.value = "10";
}

Summary

As you can see, there are multiple ways of setting up your product(s), however, before choosing any pricing strategy you should define what type of business(s) you’re pricing for. Only then will you be able to determine which pricing model(s) are best suitable for your company needs.

For questions or assistance, please contact LSVT Support at support@lightspeedvt.com