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.
How to set up webhooks in the Stripe Dashboard
Go to Developers > Webhooks > Add endpoint.
When the Add endpoint is clicked, the image below will be shown.
Endpoint URL = Get the Webhook Endpoint URl from your Gateway Account record.
Listen to = Events on you account
Select events to listen to = Refer to the screenshots below for the adding of events.
Choose which Stripe Events to listen to
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
Include: invoice.updated
Payouts
Payment
.png?version=1&modificationDate=1718852786598&cacheVersion=1&api=v2&width=760&height=339)
How to configure payouts on your dashboard
Go to Balances and click Manage. See the sample screenshot below.
When the Manage payout schedule is clicked, a user can select either manual or automatic.
More details about the payout schedule are here.
Next place to go: Step 5 - Schedule an Invoice