• Mandatory Fields must be defined
• Name and alternative code must be unique

• Not Applicable

•  Not Applicable

• Mandatory Fields must be defined
• Name and alternative code must be unique

• Not Applicable

•  Not Applicable

• Not Applicable

• Run Definitions cannot be deleted if there exists at least one scheduled or completed run for that Definition

• Not Applicable

• Not Applicable

• Not Applicable

• The Bills whose payment must be automated are identified, based on the following criteria:
  • The

• • Accounts Receivable criteria includes the Stripe

• • Accounts Receivable Payment Preference and is also set to be used for recurring payments
  • If

• • Segment criteria exist then

• • Accounts

• • Receivable are filtered based on the specified

• • Segments
  • The

• • Bill is included in the latest normal

• • Billing Run or in one of the specified normal

• • Billing Runs
  • The

• • Bill's Due Date is equal to or before the date of execution (i.e., the

• • Bills are due or overdue)
  • The

• • Bills are unsettled
  • If the run is executed only for failed

• • Payment Requests then a rejected Payment Gateway Request referring to that

• • Bill must exist

• A

• Payment Gateway Request is created

• Charges from new requests are submitted to Stripe
• The resulting successful payments are created in CRM.COM. 

• Not applicable

• Multiple payment gateway processing run definitions can exist in the system, but each one should have a unique name and alternative code

• Not applicable

• Payment gateway request processing run definitions cannot be deleted if there exists at least one scheduled or completed payment processing run for that definition

• Mandatory Fields:
  • Name
  • Alternative Code
  • Payment Type
  • Payment Method
  • Billing Run Filter Method
  • Scheduling Settings

The

type of payment used in the submission process to the Stripe Payment Gateway.

The

method

used

to create the payments

submitted to the Stripe Payment Gateway.

Only

methods included in Stripe Payment Gateway Provided can be selected.

The

category used to create the payments

submitted to the Stripe Payment Gateway.

It determines Determines the method that will be used to filter the billsBills. The supported options are the following:

• Bills included Included in the latest Latest normal billing runBilling Run
• Bills included in specific billing runs

• Included in Specific Billing Runs

The set of Normal Billing Runs considered in order to retrieve the unsettled bills that will automatically be paidBills for automatic payment. This option is applicable and mandatory only mandatory if the "Bills included Included in specific billing runsBilling Runs" option is selected as a Billing Run Filter Method

Mandatory Conditions: Only if the Bills included in specific billing runs option is selected

A list of segments Segments which are used to filter the payment gateway Payment Gateway accounts that will be sent for payment.

• The Segment criteria consist of

• Segment: A select box with all the segments having accounts receivable as the segment entity

• a select box and a drop-down menu containing Segments having Accounts Receivable as the Segment entity

A list of segments Segments which are used to be excluded exclude certain accounts from the payment gateway Payment Gateway accounts that will be sent for payment.

• The Segment criteria consist of

• Segment: A select box with all the segments having accounts receivable as the segment entitya select box and a drop-down menu containing Segments having Accounts Receivable as the Segment entity.)

• Run now
• Run on specific Date / Time
• Repeat
• Start at: It determines the date and time that the definition should be applied. If the run now option is selected then the date / time is read only and set to 30 seconds after saving the record. Two options are available
  • Specific Date / Time
  • After X UOT: measured in seconds, minutes, days, weeks or months
• End by Date / Time: It determines the latest date and time that the definition should be applied. This is available only if the repeat option is selected. Two options are available
  • Specific Date / Time
  • After X UOT: measured in seconds, minutes, days, weeks or months
• Every X UOT: It determines how often the runs should be repeated. The definitions can be scheduled to be applied per seconds, minutes, days, weeks or months. This is available only if the repeat option is selected.

• Run Repeatedly
• Advance Scheduling

Check out Scheduler Task to find out how each option may be configured