Payment Settings

Overview 

The Payment Settings screen is used to:

• Select a Global Default Payment Processor - The Global Default Payment Processor will be used to process PaymentSITE (Cardknox) and Payment Link (Stripe) payments if no Payment Processor is set on a Billing. If no default payment method exists on a Customer Account, the Receive Payment and Create Payment intermediate screens will default to the Global Payment Processor that is selected in this screen.
  
  Important: A Global Default Payment Processor must be set. Otherwise, if a Global Default Payment Processor has not been set, a warning message will display when you attempt to make payments.
  
  
• Configure a Payment Link – this is only applicable to Stripe. This is used to link Accounting Seed to your Stripe account for payment processing.

Do you want to:

• Select a Global Default Payment Processor
• Configure Payment Link for Stripe

Select a Global Default Payment Processor

Selecting a Global Default Payment Processor needs to be performed for both Cardknox and Stripe.

Note: In order to select a Payment Processor in this screen, at least one Payment Processor record must already exist in the Payment Processors screen.

1. Navigate to Accounting Home and click the Setup tab. Then, under the Utilities menu, click Payment Settings. The Payment Settings screen displays.
   
   
   Note: Click here to view the above image in full screen. 
   
   
2. Click the Pencil icon to edit the information.
3. Search for and select the appropriate Payment Processor to use as the Global Default Payment Processor.
   
   
   
   
4. Click Save.

Configure Payment Link for Stripe

The Configure Payment Link button is used to link Accounting Seed to your Stripe account for payment processing. If you do not already have an existing Stripe account, you can create an account at stripe.com.

Note: Before clicking the Configure Payment Link, you should complete the Add a Payment Processor for Stripe section in the Payment Processors article.

1. If you have an existing Stripe account, log into Stripe using a separate browser tab.
2. From different browser tab, navigate to Accounting Home and click the Setup tab. Then, under the Utilities menu, click Payment Settings. The Payment Settings screen displays.
3. Click Configure Payment Link.
   
   
   
4. To connect Accounting Seed to your Stripe account, click Allow.
   
   
   
   The Payment Settings screen refreshes and now displays your Payment Link Username configured. Accounting Seed is now linked to your Stripe account for payment processing.
   
   

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Summer '23 Release

Release Notes and Schedule

• This screen has been renamed from Stripe Settings to Payment Settings.
• A Global Default Payment Processor selection has been added to this screen.