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Please check below the topic explained on this page:

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1. Enable unsafe payments or confirm having the PCI

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• Check with the user

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• if his/her account has the PCI.

• If she/he doesn’t have

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• it, he/she needs to manually enable the option: Process Payment Unsafely to enable the unsafe payment option

2. Create a Stripe Connected account

Create a Stripe Connected account or Stripe subaccount from the client’s main one. To do so, follow the below instructions:

1. Please log in to the Stripe account

2. At the top of the page, click on Connect, and you’ll be redirected to the Connected accounts page

3. Then select + Create button on the top right of the page, and go ahead creating the new subaccount
   

   

4. The new connected account will appear on the page and then, select it
   

   

5. On the connected account page, scroll down to the Developers section
   

   

6. And then Identity>Details, where the information needed is the Account ID
   

   

7. Then go to the Developers section, click on the Developers button at the top of the page
   

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8. After, go to the left side of the Developers page and click on API Keys
   

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9. Copy the Secrect key, which is the second information that has to be added into CRM to connect the account and enable payments
   

   

10. The user needs to note down the below two pieces of information, as are the two pieces of information needed to configure the Stripe Connected Account in CRM
    - The Account ID
    - The Secret key.

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1. Log in into the CRM instance

2. From the left side menu, scroll down until the Payment section, and then click on Providers
   

   

3. From the Providers page, on this page look for the providers called: StripeDirectCharge
   

   

   
   Otherwise, on the top right, type StripeDirectCharge in the search field
   

   

   **Please note that Stripe Direct Charge only supports Stripe Connected accounts and not Stripe Main Accounts.
   **Stripe Main Accounts are the ones that should be filled in on the Providers>Stripe - please DO NOT use it.

4. On the StripeDirectCharge go to the right side of the page and click on the Edit button
   

   

5. The Edit tab will pop up and from there you need to switch the Is Active toggle to ON and then click on theSave button
   

   

6. After that,go to the right side of the page and click on theProviders MIDs button,
   you’ll be redirected to the Providers MIDs page, where these can be added or edited.

   

7. From the Providers MIDs page, click on the + Create new button on the top right of the page and the New MID tab will pop up
   

   

8. On the New MID tab, you can fill it with the MID details
   

   

   • Mid Code: You can type the MID name. For instance, StripeDirectCharge@clientname-Main

   • Descriptor (Product Name): please always add {0} in this field

   • Dynamic Descriptor: the toggle needs to be turned ON

   • Is Active: the toggle needs to be turned ON

   • 3DS Enabled (Secure Mid): this should be left on OFF as it is by default

   • Is Paypal Direct Debit Active: this should be left on OFF as it is by default

   • Entity: select the entity that you have previously created, by following this instruction on the second point Set up the Entity

   • Main Mid: this can be left in blank because for Stripe Direct Debit Charge each MID is Main

   • Mid Cap - Monthly Amount (USD): this can be left in blank unless the client has pre-configured in his/her account to have a max amount that the MID can accept per day

   • Is Active (Mid Cap): this should be turned to ON only if the Mid Cap - Monthly Amount (USD) is available

   • Master Api API Key: paste the Secret Key, which is available in the client’s Stripe Dashboard
     **Please note that the Publishable Key should be used ONLY for GAP (Google Apple Pay MIDs)

   • Connected Account Id: paste the Connected Account Id, which is available in the client’s Stripe Dashboard
     **For more information on how to find the Secret Key and the Connected Account Id, please check the second topic on this page: Create a Stripe Connected account

   • Currencies: add all requested currencies, by typing the currency abbreviation and then clicking on add
     

   

   
   Is Active (PRN): the toggle needs to be turned ON
   Here below an example of how the tab should be filled out:
   

   

9. Click on theSave button at the bottom of the tab and the MID will appear listed on the page.

10. The cards accepted will be added by default when the MID is saved
    

    

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