Overview
You can add or remove payment methods for customers at any time. Multiple payment methods can be added to each Customer Account. Accounting Seed supports credit card and ACH payment methods.
Note: The Stripe integration to Accounting Seed supports multi-currency credit card transaction processing. ACH transaction processing is limited to USD.
Do you want to:
- Add a Payment Method with a Credit Card or ACH Payment
- Add a Payment Method without a Credit Card
- Deactivate a Payment Method
Add a Payment Method with a Credit Card or ACH Payment
- Navigate to Accounting Home and click the Setup tab. Then, under the Master menu, click Accounts.
- Select a list view (other than the Recently Viewed list view).
- On the list of Accounts page, click the account for which you want to update the payment method.
- On the Account page, click Manage Payment Methods.
- Select Credit Card or ACH Payment. You may set a payment method to default if there are multiple payment methods linked to the customer.
- Under the Create New Payment Method section:
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If this is a Credit Card, enter the Card Holder Name and the Credit or Debit Card number with expiration date.
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If this is an ACH Payment, enter the Account Holder Name (optional), Account Type (Business or Individual), Account Number, and 9-digit Routing Number.
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- When finished, click Create Payment Method.
Note: For ACH, once saved, Stripe will automatically send out two (2) micro-payments to the customer to verify the account/routing number. This will take 1-2 business days and you will need to contact the client to get this information. Then, click the "verify bank account" link for that payment method and enter in these two (2) micro deposits. This payment method will now be active.
Add a Payment Method without a Credit Card
Note: This method requires the customer’s Stripe identification number.
- Navigate to Accounting Home and click the Setup tab. Then, under the Master menu, click Accounts.
- Select a list view (other than the Recently Viewed list view).
- Select an Account record to display.
- Click Edit to edit the record.
- Scroll to the Stripe Information and in the Stripe Customer ID textbox, enter the customer’s Stripe identification number.
- Click Save.
- Click Create Payment to create the Payment Method record.
Note: This will also generate a Cash Receipt which can be deleted.
Deactivate a Payment Method
- To deactivate a payment method linked to a customer account, scroll down to Manage Existing Payment Methods and click the Make Inactive link for the payment method you wish to deactivate.
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Comments
5 comments
I am working with a client who has security concerns. They do not want to store the credit card info in Accounting Seed. Is that the only way to get Stripe to work inside Accounting Seed (by entering the credit card data)?
Also, is there a way to upload credit card data. This client has 150 customers who they would need to enter credit card data for.
Thanks, Katie
Hi Katie,
Accounting Seed is completely PCI compliant so the credit card number is not actually stored in Accounting Seed, but with Stripe. Accounting Seed will just show the last 4 digits and expiration date. There is a link between ASeed and Stripe specific for this customer.
Thank you,
Ryan
Hi Ryan,
Is there an option to integrate existing stripe customers without having to enter their cc info?
Thanks
Ardavan
Is ACH a supported payment method through the AS integration to Stripe?
Hi Rebecca,
Currently, the Stripe integration is only a credit card integration, but we are looking to roll out ACH in the next release at year end.
If you look in our application partners section, you will find ACH add on applications.
Thank you,
Ryan
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