How to set up Stripe (Stripe Direct Charge)

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 check the option: Enable unsafe payments
Which is available on the client’s Stripe account on:
- Payment methods
- Cards
- ….

2. 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.

How to set up Stripe Direct Charge in CRM

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
   

   

4. On the StripeDirectCharge 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.
   

   

5. 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

   

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

   

   Mid Code:

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1. Don’t use Stripe: Use direct debit charge (workaround for DFO) and add MIDs there
   We only use the Secret key to configure mid
   The Publishable key only for GAP

2. Stripe direct charge only support connected Stripe account (no main)

3. If need we need access to developers and connect section of the Stripe account. Otherwise ask for a call where he can share the Strip DB,  or PrintScreen 

1. 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