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Table of Contents
What is a Stripe Payment Gateway Card?
A Stripe Payment Gateway 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.
Cards are registered via the Accounts Receivable module.
Validations & Restrictions
Action | Validations | Restrictions |
|---|---|---|
| Create |
|
|
| Save |
Information is sent to Stripe on saving the Accounts Receivable |
|
Attributes
The following information is requested in order to register a new card in Accounts Receivable.
An * indicates that submitting the information is mandatory
Name | Description |
|---|---|
| Use for Recurring Payments | If enabled, then the registered card will be considered by the Stripe Payment Gateway Run to pay unsettled bills allocated to the Accounts Receivable. |
| Number* | The card's 16-digit number |
| Expiration Month* | The month of the year on which the card expires and has a value ranging from 1 to 12 |
| Expiration Year* | The year on which the card expires. It is a 4-digit number which can range from the current year to the next 20 years |
| Card Security Code | The card's 3-digit number security code |
| Card Holders Name | The name provided by the card holder when registering the card |
| Address Information |
|
Register a Card in the Stripe Payment Gateway
- Navigate to MANAGE ACCOUNTS RECEIVABLE
- Search for an existing or create a new Accounts Receivable
- Click on the number/name of the record you would like to access, to go to the Data Entry page
- Click EDIT and chose Payment Preferences
- Select STRIPE PAYMENT from the available Payment Preferences
- Check whether or not to Use for Recurring Payments
- Click on REGISTER CARD to register a new card (Provide the information requested in the modal window)
- Click on SAVE
Select DEFAULT to specify a card as the default Stripe Payment Gateway Card