Connect to Stripe in the Test Mode

Overview

Use the information in this article to connect to Stripe in the Test mode.

Important: Testing with Stripe will post transactions to the General Ledger. Therefore, this test should be performed in a sandbox or other non-production environment. 

Connect to Stripe in the Test Mode

1. Go to stripe.com. Then, create a Stripe Test Account and set it to Test mode.
2. Open another browser tab, and log into your sandbox or other non-production environment. Then, install the Summer'23 release. 
3. Navigate to Accounting Home and click the Setup tab. Then, under the Utilities menu, click Payment Processors.
4. Follow the steps in the Payment Processors article to create a new Payment Processor. 
   Note: Click the Test Mode checkbox to using this Payment Processor for testing Stripe. 
5. After saving the new Payment Processor, click Connect Payment Provider. The Connect Payment Provider Confirmation dialog box displays. 
   
   
   
   
6. Click Connect. 
7. Log into the Test Stripe Dashboard using the credentials that you created in step 1 above. This will establish a connection between the new Payment Processor and Stripe, which results in setting the Payment Processor to Active. 
8. Create a test Account. Then, add test payment methods for the Account using the information provided in test card/ach info from Stripe.
   
   At this point, you can now receive/create Stripe test payments in Accounting Seed from your sandbox or other non-productive environment. 
   
   Note: A warning message will display on the payment screen to indicate that you are running in Test mode and that actual transactions will be posted. 
   
   Once a Billing has been paid, for example from the Receive Payment screen, the transaction will be visible in the Test Stripe Dashboard. 

Test with the Payment Link

1. Navigate to Accounting Home and click the Setup tab. Then, under the Utilities menu, click Payment Settings. The Payment Settings screen displays.
2. Follow the Configure Payment Link for Stripe section in the Payment Settings article. 
3. Add the Payment Link Email API name to the Billing PDF and email it or click the Payment Link on the Billing. 
   
   Note: For information about adding the Payment Link Email API name, refer to the Set the Email Template for Stripe Payment Link on the Billing PDF section of the Charge a Customer using Stripe article. 
   
   
4. Use the same test credit card information from Stripe to pay the amount. 

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Summer '23 Release

Release Notes and Schedule

This article was new with the Summer '23 release.