Summary of Steps: 

1. Navigate to the customer account record. Click the "Create Payment" button. This will take you to the Create Payment screen. 

2. In the payment method drop down select the credit card you with to charge. Once you enter the amount and click the Create Payment button the customer has been charged. If the charge is successful a cash receipt will automatically be inserted into the application for the account.

Troubleshooting Payments

All transactions that are initiated out of Accounting Seed are recorded as a payment activity under the payment method. The payment activity will show declined charges and errors in processing. To view the payment activity for a specific payment method click on the payment method and you will be able to see payment activities in a related list. An example is shown below:

 

 

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14 Comments

  • 0
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    David Bentz

    the screenshot images on most of the stripe pages are currently broken. It would be great to be able to see the examples you have posted. Thanks!

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    Tony

    David,

    We are not seeing where they are broken. What browser are you using?

  • 0
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    David Bentz

    Chrome. Here's what I see:

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    Caroline Beatson

    Hi David,  We are looking into this, we can recreate the issue on this page, but not the other pages.  Which other pages are you seeing this as an issue?

    Thnaks,

    Caroline

  • 0
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    David Bentz

    https://accountingseed.zendesk.com/hc/en-us/articles/230355048-Adding-a-Payment-Method

    first two show up broken

    That's the only other one I've encountered so far.

     

    Thanks

  • 0
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    Karen Cassway

    Yes-I see the same thing as above and can't see any of the example screen shots.  I'm using Google Chrome.

     

  • 0
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    Ryan Faulkingham

    Hi Karen,

    Sorry to hear about this issue. If you login to your Accounting Seed org and click into an account, you will be able to add the 2 buttons (manage payment methods and create payment). Once added, simply click on a button to view that screen. When a credit card is charged, it will automatically create a cash receipt. 

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    Rebecca Ralls

    What is the process for creating payments via Stripe for recurring invoices? How much can be automated declaratively, and how much can/needs to be automated with code? Particularly when there are significantly more than 200 invoices/month (more like 2000-3000)? TIA!

  • 0
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    Tony

    Rebecca,

    In general we support batch processing with a size of 200 for creating billings, receiving payments and emailing. Customers will typically create a scheduled job to automate any of these steps or more that runs daily. Apex code is required for this. 

  • 1
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    Rebecca Ralls

    For anyone else wondering about support for payments on recurring billings here is the  response from a support request (current release: Clover):

    We have 2 areas of integration with Stripe:

    • Having a card on file on the Account and a user can charge their card at anytime. This will produce a cash receipt that will then need to be applied to a billing. 
    • There is a Stripe email template that can be associated with a PDF format. This template will include a link that a customer can click on to enter their payment information. This will create the cash receipt and apply it to that billing. 


    There is no recurring payment setup in the system. Stripe does have this as part of their system, but a user would have to log into Stripe to set this up and there would not be any integration with Accounting Seed as far as the automatic creation of a cash receipt. A user could link to their bank and pull in deposits that way, but this would be the batch deposit and not each separate cash receipt. 

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    Ryan Faulkingham

    Thank you for clearing this up, Rebecca. Also, we have more details about this in the Accounting Seed University course here: https://www.accountingseed.com/accounting-seed-university-cash-in-lesson-6

    Thank you,

    Ryan

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    Mtorcasso

    Can anyone provide some additional detail about setting up a Stripe template with the PDF Format billing? 

    This is something we would like to setup.

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    Ryan Faulkingham

    Hi,

    The Stripe email template uses the standard salesforce email templates. If you click into setup and do a quick search for email template, then you will see that we have an out of the box Stripe template for you. This can be used as a basis to create your own custom email template. 

    Once created, you will then want to enter the email template unique name into the related PDF format. To do this, click into the PDF formats tab, select the format that you are using, and edit the email template field. 

    If you have any other questions please submit a ticket to our support team at support.accountingseed.com.

    Thank you,

    Ryan

  • 1
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    Rebecca Ralls

    Just discovered this (Thanks Dan Collura!!)  http://blackthorn.io/payments which looks super helpful for setting up recurring payments via Stripe - and its free!

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