What does this section cover?

What is Stripe Payment Gateway Card?

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 kept in CRM.COM , for security purposes. 

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

Creating, Editing & Deleting Validations & Restrictions 

Stripe Payment Gateway Card attributes

Create a Stripe Payment Gateway Card

1. Navigate to BILLING > ACCOUNTS RECEIVABLE > MANAGE ACCOUNTS RECEIVABLE
2. 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 section
5. Select STRIPE PAYMENT payment preference
6. Provide the required information
   1. Use 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.
7. Click on REGISTER CARD to register a new card:
   1. Card Number: The card's number , which should be a 16 digits number
      
   2. Name on Card
   3. Expiration Date (month and year)
   4. CVC: The security code of the card , which should be a 3 digits number
   5. Address Line 1
   6. Address Line 2
   7. City
   8. Zip
   9. State
   10. Country
       
8. Click on SAVE

9. Click on DEFAULT Select DEFAULT to specify the default stripe payment gateway card
   

SYSTEM PROCESSING

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

1. For each new card specified perform 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 retrieve 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