Please check below the topic explained on this page:
1. Enable unsafe payments or confirm having the PCI
Please inform the user that if his/her account doesn’t have the PCI, 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:
Please log in to the Stripe account
At the top of the page, click on Connect, and you’ll be redirected to the Connected accounts page
Then select + Create button on the top right of the page
The new connected account will appear on the page and then, select it
On the connected account page, scroll down to the Developers section
And then Identity>Details, where the information needed is the Account ID
Then go to the Developers section, click on the Developers button at the top of the page
After, go to the left side of the Developers page and click on API Keys
Copy the Secrect key, which is the second information that has to be added into CRM to connect the account and enable payments
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.
3. Set up the Entity
In order to create an Entity for your payment provider in CRM, the user should follow the below steps.
Log in into the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Entities
From the Entities page, on the top right, click on the + Create new button
A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for PayPal add the PayPal Email Descriptor
Once done, please hit the Save button and the new entity will be saved into the system.
4. How to set up Stripe Direct Charge in CRM
Log in into the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Providers
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.On the StripeDirectCharge go to the right side of the page and click on the Edit button
The Edit tab will pop up and from there you need to switch the Is Active toggle to ON and then click on the Save button
After that, go to the right side of the page and click on the Providers MIDs button,
you’ll be redirected to the Providers MIDs page, where these can be added or edited.
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
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 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
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:
Click on the Save button at the bottom of the tab and the MID will appear listed on the page.
The cards accepted will be added by default when the MID is saved
4. How to edit a MID
From the Providers MIDs page, click on the Edit button, on the right side of the page, if you need to update an already existing MID
The MID settings tab will pop up, and the user can make the necessary changes
Once the update is done, please click on the Save button at the bottom of the tab
