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Manage Stripe Payment Methods

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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 Account Number

  1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
  2. Select a list view (other than the Recently Viewed list view).
  3. On the list of Accounts page, click the account for which you want to update the payment method.
  4. On the Account page, click Manage Stripe Payment Methods.
  5. Select Credit Card or ACH Payment. You may set a payment method to default if there are multiple payment methods linked to the customer.
  6. Under the Create New Payment Method section:
    • If more than one Payment Processor exists, click the Payment Processor drop-down list to select the appropriate one for this Account. Otherwise, if only one Payment Processor exists, it will automatically display in the drop-down list.

    • If this is a Credit Card, enter the Card Holder Name and the Credit or Debit Card number with expiration date.

    • If this is an ACH Payment, enter the Account Holder Name (optional), Account Type (Business or Individual), Account Number, and the Routing Number.

  7. 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.

Set a Default Payment Method

  1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
  2. Select a list view (other than the Recently Viewed list view).
  3. Click the account for which you want to set a default Payment Method.
  4. Click Manage Stripe Payment Methods.
  5. From the Manage Existing Payment Methods section, under the Action column, click Set as Default for the appropriate existing Payment Method.
    Note: The selected default will be set for the Customer Account. Therefore, at any time only one credit card or ACH account can be set as the default across all Payment Processors.
  6. Click OK. A checkmark will display in the Default column for the selected Payment Method.

Add a Payment Method using a Stripe ID

Note: This method requires the customer’s Stripe identification number.

  1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
  2. Select a list view (other than the Recently Viewed list view).
  3. Select an Account record to display.
  4. Click Edit to edit the record. 
  5. Scroll to the Payment Processor Customers related list. click New. The New Payment Processor Customer dialog box displays.

    Payment

  6. From the Payment Processor drop-down list, select a Payment Processor for this Account.
  7. In the External Id textbox, enter the customer’s Stripe identification number.
  8. Click Save.  
  9. 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

  1. Navigate to Accounting Home and click the Setup tab. Then, under the  Master menu, click Accounts.
  2. Select a list view (other than the Recently Viewed list view).
  3. On the list of Accounts page, click the account for which you want to update the payment method.
  4. On the Account page, click Manage Stripe Payment Methods.
  5. Scroll down to the Manage Existing Payment Methods section and under the Action column, click the Deactivate hyperlink.
  6. Click OK.

____________________

Summer_23.png

Summer '23 Release

Release Notes and Schedule

  • The Manage Payment Methods button on the Account page was renamed to Manage Stripe Payment Methods.
  • A New Payment Processor Customer dialog box is available from the Account page (Payment Processor Customers related list) to add a Payment Method using a Stripe ID. 

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Comments

5 comments

Date Votes
  • Katie Kampmann

    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

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  • Ryan Faulkingham

    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

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  • Ardavan Metghalchi

    Hi Ryan,

    Is there an option to integrate existing stripe customers without having to enter their cc info?  

    Thanks

    Ardavan

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  • Rebecca Ralls

    Is ACH a supported payment method through the AS integration to Stripe?

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  • Ryan Faulkingham

    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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