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What

is a Stripe Payment Gateway Card?

A Stripe Payment Gateway cards are a representation of the actual cards that will be charged by the payment gateway provider. Only part of the card information is Card allows customers to make payments online and handles the transfer of funds from the customer's to the seller's bank account.  The card needs to be registered to a payment gateway, which in this case is Stripe.  Only part of the information required to register the card with Stripe is kept in CRM.COM, for security purposes. 

Payment Gateway Cards are defined per accounts receivable payment preference. Each card can be related only to one accounts receivable payment preference, but each accounts receivable payment preference can be related to multiple cards.

registered via the Accounts Receivable module.

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Validations & Restrictions 

Stripe Payment Gateway Card attributes

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Attributes

The following information is requested in order to register a new card in Accounts Receivable.

An * indicates that submitting the information is mandatory

Register a

Card in the Stripe Payment Gateway 

1. Navigate to BILLING > ACCOUNTS RECEIVABLE > MANAGE ACCOUNTS RECEIVABLE
2. Search for Search for an existing or create a new Accounts Receivable
3. Click on the number/name of the record you would like to access, to go to the Data Entry page
4. Click on EDIT and navigate to PAYMENT PREFERENCES sectionClick EDIT and chose Payment Preferences 
5. Select STRIPE PAYMENT payment preferenceProvide the required informationUse for Recurring Payments: If enabled, then any unsettled bills allocated to the related accounts receivable will automatically be paid, using the specific payment preference. Only one accounts receivable payment preference can be used for recurring payments per each accounts receivable. It is not mandatory to have an accounts receivable payment preference enabled for recurring payments.from the available Payment Preferences
6. Check whether or not to Use for Recurring Payments
7. Click on REGISTER CARD to register a new card:Card Number: The card 's number which should be a 16 digits number
   
8. Name on Card
9. Expiration Date (month and year)
10. CVC: The security code of the card which should be a 3 digits number
11. Address Line 1
12. Address Line 2
13. City
14. Zip
15. State
16. Country
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17. Click on SAVE

18. Select DEFAULT to specify the default stripe payment gateway card
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SYSTEM PROCESSING

When Accounts Receivable is saved then the system will perform the following steps:

1. For each new card specified the following are performed:
   1. Uses the specified Payment Gateway Account Reference Number as the customer identification and the card information that was specified in CRM.COM to create the card on Stripe system and relate it with the related customer.
   2. If the call is successful then create payment gateway cards in CRM.COM using the Stripe response information
   3. If the card is the default card in CRM.COM then:
      1. Sets that card as the default in Stripe system, by using the update customer web service. The following information is used:
         1. The ID that was previously retrieved as the customer identification
         2. The payment gateway card reference number as the card identification
         3. Use the default_card field to update the default card on stripe

2. Any errors in the Stripe response are displayed to the user, either through UI or through Web API

1. (Provide the information requested in the modal window)
2. Click on SAVE

3. Select DEFAULT to specify a card as the default Stripe Payment Gateway Card
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