To take payment in Spiro you will need to integrate your payment account. You will be able to generate 2 keys in your Stripe dashboard that you will need to paste into your Spiro Portal.
Once you have Stripe or Square integrated your clients will be able to pay you for your services, Spiro does not have any hand in this money exchange and the payment will go straight into your Stripe account. Then pending your Stripe options you can disburse this payment to your bank.
Stripe Users
Login to Stripe
1. Click on Developers (in the bottom left corner of the page)
2. Click on API keys
3. Click on Create secret key
4. Click on Building your own integration…
5. Click on Create secret key
6. Give the Key a Name - Type "Spiro"
7. Click on Create
8. Copy the Secret Key
Note: Once you close this window you will not be able to see or copy the key again. (You will have to delete and create a new key if needed)
9. Paste the Key in Spiro - Click Settings - My Company
10. Click on Invoicing
11. Click on Payment Gateway Setup
12. Paste The Stripe Secret Key into the box labeled Secret Key
The Secret Key must go in the box on the right side, else the integration will not work correctly
13. In Stripe - We need to Copy the Publishable Key
14. Click on Payment Gateway Setup
How to Confirm your Stripe Account is Integrated Correctly
Once you have integrated Stripe we will send a test transaction to your Stripe Dashboard. Please login to your Strip account and you should see 1 new transaction, we leave this as "incomplete" however this means you have successfully integrated!
Common Issues
I am getting this error: "Your card was declined. Your request was in test mode, but used a non test card"
In Stripe you have generated test API keys, please go back to your Stripe account and make sure both of the keys are not test keys (they have test in the key string). Generate non test keys and add these non test keys to Spiro
In your Square Account:
Square Setup for Spiro
Create an application:
Give it a name (e.g. Spiro Application) and then press next
Give the application access to: a. Accept Payments
Once your app has been created you should go to the “Production” settings and copy the “Production Access Token”
Then navigate to “Locations” in the menu and copy the LocationID, this is the “Public Key” in Spiro
Paste the LocationID and the Access Token in to Spiro