What does this section cover?

What are Stripe Payment Gateway Runs?

Payment Gateway Runs are used to log the execution of the payment runs. A new payment gateway processing run is created each time a payment processing run definition is applied.

Payment Gateway runs can be performed only within an effective payment gateway run definition.

A new payment gateway run is created each time a recurring Stripe Payment Gateway Run Definition is submitted. Whenever a run has been submitted, the following are executed:

1. The bills that should automatically be paid are identified, based on the following criteria:
   • The accounts receivable 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 bills due date is equal to or before the date of execution (i.e., the bills are due)
   • The bills are unsettled
   • If the run is executed only for failed payment requests then:
     • A rejected payment gateway request referring to that bill exists
2. A payment gateway request is created, using:
   • The stripe accounts receivable payment preference's default card
   • The payment type, payment method, payment category and payment notes specified on the payment gateway processing run definition
3. The requests are submitting new charges to Stripe system
4. The related successful payments are created in CRM.COM. 

In order to modify the scheduling information of a submitted Payment Gateway Run you can Edit the definition.

Creating, Editing & Deleting Validations & Restrictions

Stripe Payment Gateway Run attributes 

Configuring a Stripe Payment Gateway Run tailored to your company's needs

1. Navigate to FINANCE > PAYMENT GATEWAY > STRIPE > PROCESS PAYMENT GATEWAY REQUESTS 
2. Either search for an existing one or from the Top Menu click on NEW
   
   

3. MAIN INFORMATION

   1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

   2. View information regarding the following

      1.  Scheduled Date

      2. Version

      3. Life Cycle State

         

4. PAYMENT SETTINGS

   1. Provide the required information

      1. Payment Type

      2. Payment Method

      3. Payment Category: Search and select a payment category

      4. Payment Notes

         

5. CRITERIA

   1. ACCOUNTS RECEIVABLE CRITERIA

      1. Provide the required information

         1. Process Only Failed Payment Requests

         2. Billing Run Filter Method

            

   2. SEGMENT CRITERIA

      1. Provide the required information

         1. Included Segments: click on ADD and select a segment to be included during the stripe payment gateway run

         2. Excluded Segments: click on ADD and select a segment to be excluded during the stripe payment gateway run

            

         
         

6. SCHEDULING SETTINGS

   1. Select from the available options according to what you would like to achieve
      1. RUN NOW: Will be executed once, now 
      2. RUN ON SPECIFIC DATE/TIME: Will be executed once, at the date defined
      3. RUN REPEATEDLY: Will be executed, starting and ending at a defined date/time and will be repeated every X UOT where UOT can be from seconds to Years
      4. ADVANCED SCHEDULING: Will be executed, starting and ending at a defined date with powerful repetition options from daily to yearly

   2. Run Now

      
       

   3. Run On Specific Date / Time

      1. Start Process
         1. Click on the calendar select the date and time the run should start being executed. 
            
         2. Once selected click on "DONE"
            

   4. Run Repeatedly

      1. Start Process - On a Specific Date
         1. Click on the calendar select the date and time the run should start being executed. 
         2. Once selected click on "DONE"
      2. OR Start process - After a period of time
         1. Provide how long after current date/time the process should begin
             
      3. Repeat Process
         
         1. EVERY: Type a number (INTEGER)
         2. UOT: Select between
            1. Seconds
            2. Minutes
            3. Hours
            4. Days
            5. Weeks
            6. Months
            7. Years
               
               
      4. End Process
         1. Select between
            1. Never End
            2. On a specific date (define the date)
            3. After a period of time (define period of time)
                

   5. Advance Scheduling

      1. Start Process
         1. Click on the calendar select the date and time the run should start being executed. 
         2. Once selected click on "DONE"
             
      2. Repeat Process
         1. Select between
            1. Daily : Define every how many days 
            2. Weekly: Select specific days of the week 
            3. Monthly:Define every how many months or on a specific day of the month
            4. Yearly: Define a specific date/month or a specific day of a month, such as the 1st Sunday of every January
               
      3. End Process
         1. Select between
            1. Never End
            2. On a specific date (define the date)
                
    

7. From the Top Menu click on SAVE

8. LOG INFORMATION

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Executing a Stripe Payment Gateway Run

Modifying a Stripe Payment Gateway Run

Deleting a Stripe Payment Gateway Run

Deleting a scheduled job of the specific Run

Changing the Life Cycle State of a Stripe Payment Gateway Run definition

Reading Stripe Payment Gateway Run Logs

1. Navigate to FINANCE > PAYMENT GATEWAY > STRIPE > PROCESS PAYMENT GATEWAY REQUESTS 
2. Search for an existing Payment Gateway Run that has been executed

3. Process Runs

   1. The following information is available regarding the Stripe Payment Gateway Run
      1. Number: The number of the run
      2. Version: The Run Definition's version
      3. Life Cycle State: The Life Cycle State of the Run
      4. Start Date: The date when the Run started
      5. End Date: The date when the Run ended
      6. Process Successfully: Drill down including the notifications created successfully. 

      7. Processed With Errors: Drill down including the entities that were not successfully processed thus no Stripe Payment Gateway Requests were created for the specified entities or they were rejected

         Visit Configuring and Executing Stripe Payment Gateway Run to find out more information regarding created Stripe Payment Gateway Requests.