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.
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
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
Please note: If PosiPay version is 92 and above please do not include the invoice.created and invoice.updated event.
Payouts
Payment
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.
Enable Payment Method
Enable the following Payment Methods in your Stripe Account. To enable Payment Methods, go to Payment Settings and click the Turn On button.
How to configure Block Rules for Fraud Detection (Radar)
Go to Homepage > Search for Fraud/Radar in the search bar above > Click the Rules tab
In the Rules tab, you can review the specific conditions of the block rules and Authentication rules that have been established.
To configure fraud detection, you'll need to click on the "Add Rule" button. Doing so will display the “Create Rule” interface on the right side of the screen. This is where you can specify the rules for blocking payments.
After you have added the conditions, click on “Test Rule". You will then be redirected to the “Review Rule” page to check and review the new rule before it is added.
In the "Review new rule" section, you can check the conditions and see if there are any errors or important notices before adding the new rule. After carefully reviewing, click the Add Rule button to successfully add it.
After adding the rule, the newly added rules or conditions will be reflected under the Block Rules.
The Stripe will follow the conditions established in the Block Rules. If the payment meets these conditions, it will be tagged as Fraud and blocked.
Upgrading Stripe API Version
Upgrade your Stripe API version default to 2022-08-01 or later, if you are still using the older versions.
Go to Homepage > Developer > Overview tab > API Version > Click Upgrade available…
Click Upgrade to upgrade the API Version.
After clicking the Upgrade button, the page will refresh, and the latest version of the API will be reflected.
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.
Next place to go: Step 5 - Schedule an Invoice