While we want Stripe to do the heavy lifting of the payment processing, you want to know what has happened, and have it recorded in your Salesforce org, so that you can maintain it as your single source of truth. To do this, you will utilise webhooks from Stripe. Every time an event occurs in Stripe, if you have set up the webhooks correctly, you will receive all the necessary data into Salesforce, ready for PosiPay to update your records.
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Please note that to avoid creating duplicate Gateway Events and to ensure successful Gateway Transaction and Gift Transaction processes, there should be only one webhook endpoint per Gateway Account in your org. |
How to set up webhooks in the Stripe Dashboard
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You must select which events to listen to for each Stripe object. There are 3 objects that PosiPay needs to listen to. Each object has different events, so carefully select only what is needed. Wherever possible, do not select all events available.
Charge
Invoice
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Please note: If PosiPay version is 92 and above please do not include the invoice.created and invoice.updated event.
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Payouts
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Payment
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Payment
payment_intent.canceled
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payment_method.attached
payment_method.automatically_updated
payment_method.updated
Customer
customer.created
customer.updated
How to configure payouts on your dashboard
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After clicking the Upgrade button, the page will refresh, and the latest version of the API will be reflected.
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Set up the Smart Retries on a Stripe account
Open your Stripe Account and go to Billing.
In the Invoices tab,locate Advanced invoicing features.
In the Retry schedule select Use custom retry schedule for one-off invoices.
Select Retry 1 day after the previous attempt.
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Next place to go: Step 5 - Schedule an Invoice
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