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  1. Set up the Stripe Payment Flow.

  2. To display the Stripe Customer Form, you need to configure the Stripe Form and the Gateway Customer should be set to TRUE . Don’t forget to fill up the Gateway Account and Payment Method. Make sure that the Gateway Account is Active and Payment Method are supported by the Gateway Account.

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  1. Configure the following data to the Stripe Form:

    1. Account

      1. Account id of the account record

      2. This will populate to the newly created payment instrument Account field.

    2. Gateway Account

      1. Gateway Account Id

    3. Generate Customer

      1. Set this to true to create customer

    4. Payment Method

      1. Credit Card or Direct Debit

      2. If both Payment Method

        image-20241209-232814.pngImage Added

    5. Save Payment Source/Instrument

      1. Set to true to create payment source/payment instrument

Creating New Customer

To create new customer

  1. Gateway Customer (leave this empty)

    image-20241210-005120.pngImage Added

  2. To create a new Payment Source/Payment Instrument if object exists in the org (applicable if the Save Payment Source/Instrument is set to true)

    1. Update Payment Source/Instrument (leave this empty)

      image-20241210-005208.pngImage Added

Creating New Payment Source/Payment

To create a new Payment Source/Payment Instrument if an object exists in the org (applicable if the Save Payment Source/Instrument is set to true) and attach it to the existing customer

  • Populate the Gateway Customer field with the Gateway Customer ID record of the customer.

    image-20241210-010511.pngImage Added

  • Update Payment Source/Instrument (leave this field empty)

    image-20241210-010557.pngImage Added

Updating Existing Payment Source/Payment Instrument

To modify an existing Payment Source or Payment Instrument, please note that this process exclusively applies to Credit Cards.

  • Populate this field with Payment Source/Instrument ID

    image-20241210-015010.pngImage Added

Assign or Change the Default Payment Source/ Payment Instrument of a Customer

Assign or change the default Payment Source/Payment Instrument of a customer just simply click the checkbox in the Stripe Form.

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  1. Afterwards, click Next and the Stripe Customer Form will display.

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If the selected Payment Method payment method is a Credit Card credit card, and the Is MOTO is set to TRUE, the CVC field will NOT displaybe displayed.

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Afterward, click Save Payment Details and a Payment Source record will be created with the Credit Card details without CVC being tokenised. If the selected Payment Method is BECS Debit and Credit Card, and the Is MOTO is set to FALSE, the CVC field will display, if TRUE the CVC field will not display.

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AfterwardAfter filling in the necessary details whether the Payment Method is BECS Debit or Credit Card, click Save Payment Details anda Gateway Customer record, and, a Payment Source or Payment Instrument record will be created.

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If Gateway Customer

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Note that if the NPC’s standard Payment Instrument object does exist in the org, the Payment Instrument will be created/updated.

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