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Learn to set up Stripe Payment Gateway related business processes and rules.

Mandatory Configuration: Links to manuals of Stripe Payment Gateway Configuration modules that are required for the module to work correctly

Related Configuration: Links to manuals of Configuration modules other than the Stripe Payment Gateway's that offer additional functionality or are required for the module to work correctly

Optional Configuration: Links to manuals of the Stripe Payment Gateway Configuration modules that offer additional functionality but are not required for the module to work correctly

Mandatory Configuration

The following modules must be configured to use the Stripe Payment Gateway

Module Name	Manual	Description
Payment Gateway Provider	Configuring the Stripe Payment Gateway Provider	Define the parameters which are needed to communicate with each payment gateway.

Related Configuration

The following modules are related to but are not a part of, Stripe Payment Gateway. Such entities either:

Must be configured accordingly to be able to start using Stripe Payment Gateway module (Configuration Type = Mandatory)
OR
May be configured to use Stripe Payment Gateway module at its full capacity (Configuration Type = Optional)

Module Name	Manual	Description	Configuration Type
Financial Transaction Payment Methods	Configuring Payment Methods	Create a payment method that will be used to identify payments that need to be handled by Stripe. The Payment Method created above should be added to Provider Payment Methods. In this way, the System will know that any payment made with the specific Payment Method, it will be handled by Stripe	Mandatory
Financial Transaction Types	Financial Transaction Types	Configure different Financial Transaction Types for Payment and Payment Cancellation Classifications to easily identify/separate them. The Payment Cancellation Type must then be added to Provider Payment Cancellation Causes. In this way, the System will know that any Payment Cancellations of these type must be handled by Stripe	Optional
Accounts Receivable Payment Preferences	Payment Preference	Configure Payment Preferences that will be related to Stripe and will be used when registering an Accounts Receivable and making a Payment to an account that should be handled via Stripe	Mandatory
Accounts Receivable Classifications	Accounts Receivable Classification	Configure Classifications that can be used in the Wallet Definitions Auto Top Up Rules	Optional
Wallet Definitions	Wallet Definitions	Configure Auto Top Up Rules if you would like the Wallet to be automatically topped up	Optional
Automatic Payment Run Definitions	Automatic Payment Run Definitions	Used to identify unsettled bills, wallets that need Top-up and payments that have been cancelled and create Stripe Payment Gateway Requests	Mandatory

Optional Configuration

The following entities are available and can be configured under Stripe Payment Gateway. A working CRM.COM model can exist without them being configured.

Module Name	Manual	Description
Financial Transaction Types	Financial Transaction Types	Financial Transaction Types having a Cancellation Classification are used in the Stripe Payment Gateway Provider to determine when refunds should be triggered to credit a Stripe registered cards. When a Stripe payment is cancelled in CRM.COM, the money must be refunded (paid back to the card).

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