Overview

Accounting Seed integrates with Stripe for payment processing, supporting multi-currency credit card transactions. ACH transaction processing is limited to USD. Accounting Seed doesn't support Strong Customer Authentication (SCA), a regulatory requirement in some European countries. For a list of affected countries, see the European Economic Area (EEA) page on Stripe's website.

In this article:

• Prerequisites
• Step 1: Verify Remote Site Settings
• Step 2: Add Stripe Payment Processor and Connect to Stripe
• Step 3: Set the Global Default Payment Processor
• Step 4: Configure Payment Link
• Step 5: Set up your Email Template for Payment Link
• Step 6: Verify the Status Field Values on the Payment Activity Object

Prerequisites

• You must have an active Stripe account. If you do not have one, first create one at stripe.com.
• To use Payment Link (Step 4), your org must be on Winter '27 Preview or later. On earlier releases, the Configure Payment Link and Reconfigure Payment Link buttons don't work. To check your release, see Find Your Release and Version Number.

Step 1: Verify Remote Site Settings

Before connecting Stripe, confirm that the Accounting Seed remote site setting is active in your Salesforce org.

1. Navigate to Setup > Remote Site Settings.
2. Locate the Remote Site Name LED with the Remote Site URL api.accountingseed.com in the list.
3. Confirm its Active checkbox is checked; if it is not active, click Edit, select the Active checkbox, and click Save.

Step 2: Add Stripe Payment Processor and Connect to Stripe

1. Navigate to Accounting Home > Setup > Utilities > Payment Processors.
2. Click New. The New Payment Processor dialog box displays.
3. Under the Information section, complete the following:
   • Enter a descriptive Name, for example: "Stripe".
   • Select Stripe from the Type drop-down list.
   • Leave the Connected Account Token textbox blank. This field is automatically populated when you connect the Payment Processor to your Stripe account.
4. Under the Configuration Options section, leave the Global Default Payment Processor checkbox blank for now.
5. Optional: Under the System Information section, prior to going live, if you want to test this Payment Processor when you connect to Stripe, select the Test Mode checkbox. Otherwise, leave this checkbox blank.

   Important: If you check Test Mode and test with Stripe's test payment methods, this creates actual source records in Accounting Seed that must be deleted prior to going live. Also, before going live you must uncheck the Test Mode checkbox.

6. Click Save. The new Payment Processor displays.
7. On the newly created Payment Processor record page, click the Connect Payment Provider button. The Connect Payment Provider Confirmation dialog box displays (see screen capture below).

8. Click Connect.
9. Log in to Stripe to establish a connection between this new Payment Processor and your Stripe account.

Step 3: Set the Global Default Payment Processor

The Global Default Payment Processor acts as a fallback for open Billings that do not have a Payment Processor assigned. When a payment is initiated via Payment Link or Receive Payment and no default payment method exists on the customer's Account, Accounting Seed uses the processor set in the Global Default Payment Processor field.

1. Navigate to Accounting Home > Setup > Utilities > Payment Settings.
2. Click the Pencil icon to edit.
3. Under AR Payments, find the Global Default Payment Processor field and begin typing the name of your Stripe Payment Processor record. Click Save.

Step 4: Configure Payment Link

Payment Link lets you email customers a payment URL for a Billing. When the customer pays, Accounting Seed automatically creates a Cash Receipt and applies it to the Billing.

Before you begin:

• Your org must be on Winter '27 Preview or later.
• The user who configures Payment Link needs the permissions listed in Accounting Seed Hub Authorization.
• Log in as that user directly. You can't authorize the Accounting Seed Hub using Login As.

1. Navigate to Accounting Home > Setup > Utilities > Payment Settings.
2. Under AR Payments, in the Payment Link Configuration section, click Authorize in Accounting Seed Hub, or Re-Authorize in Accounting Seed Hub if Payment Link is already configured. The Accounting Seed Hub page opens in a new Salesforce tab.
   1. 
   2. 
3. Click Authorize Accounting Seed Hub, or Re-Authorize Accounting Seed Hub if it's already authorized. The Allow Access? dialog box displays.
4. Click Allow. Your username displays in the Hub Username field.
5. Return to the Payment Settings tab. The Payment Link Configuration section shows the same Hub Username.
   1. 

Continue to Step 5 to set up your email template.

Step 5: Set up your Email Template for Payment Link

Accounting Seed provides a standard email template that auto-populates the Payment Link on emails sent to customers for Billing payment. You can use the standard template as-is or clone and customize it.

1. From Setup, search for Email Templates and click Classic Email Templates.
2. In the Accounting Seed Email Templates folder, click Billing Payment Link Email Template.
3. Review the template. If you want to customize it, click Clone, make your changes, then click Save. Use the cloned template in the remaining steps.
4. Copy your Template Unique Name (for example: Billing_Payment_Link_Email_Template, or your cloned template's unique name).
5. Navigate to Accounting Home > Setup > Configurations > PDF Formats.
6. Select a list view other than Recently Viewed.
7. Select the Billing PDF format you use (such as Default Billing Product), then click Edit.
8. In the Default Email Template field, paste the Template Unique Name you copied in step 4.
9. Click Save.

Step 6: Verify the Status Field Values on the Payment Activity Object

After connecting to Stripe, verify that all required Status field values are available on the Payment Activity object.

1. From Setup > Object Manager, search for and click the Payment Activity object.
2. Click Fields & Relationships.
3. Scroll down and click the Status field.
4. In the Values section, verify that all these required values are displayed:
   • Success
   • Declined
   • Error
   • Authorized
   • Pending
   • Void

Related Articles

• Stripe Payment Link Connects Through Accounting Seed Hub
• Manage Stripe Payment Methods
• Record Stripe Transfers and Fees
• Charge a Customer Using Stripe
• AR Prepayments Setup
• Accounting Seed Hub Authorization

 

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