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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.  The only part of the information required to register the card with Stripe is kept in CRM.COM, for security purposes. 

Cards are registered via the Accounts Receivable module.

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Validations & Restrictions 

Creating, Editing & Deleting Validations & Restrictions

N/A

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Attributes

The following information is requested 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
   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
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8. Click on SAVE

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

   When Accounts Receivable is SAVED the system will perform the following steps For each new card specified perform the following: 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. If the call is successful then create payment gateway cards in CRM.COM using the Stripe response information If the card is the default card in CRM.COM then Sets that card as the default in Stripe system, by using the update customer web service. The following information is used The ID that was previously retrieve as the customer identification The payment gateway card reference number as the card identification Use the default_card field to update the default card on stripe Any errors in the Stripe response are displayed to the user, either through UI or through Web API

10. (Provide the information requested in the modal window)
11. Click on SAVE

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