Payment Recording

Once you have used Stripe elements to send the details to Stripe, you need to know the outcome of the transaction. We want to help you maintain Salesforce as your single source of truth, and so PosiPay utilizes webhooks to capture all the transaction information from Stripe in as close to real-time as possible.

Payment Instrument

While we don’t want to retain sensitive details in our Salesforce org, we still need to be able to process payments. We do this by storing tokenised sensitive details (eg. credit cards), or payment methods that are safe to be stored (eg. bank details). These are stored in the industry cloud core object Payment Instrument. PosiPay is able to utilise these details to process future payments without needing to request payment details again. Furthermore, deletion of these details can be automated for situations where you don’t need to keep them.

Gateway Transactions

The Gateway Transaction object in PosiPay is the place where the key transaction data is kept. Here you will find records of every transaction attempt, with details such as amount and status. A new record is created for every attempted transaction, while retries of failed transactions will update the existing Gateway Transaction record (if using Invoices). Your organisation is able to setup rules to link these transaction records to contacts and/or accounts according to your business logic. Opportunity updating can also be automated according to your business rules should you need it.

Invoices

The Gateway Invoice object in PosiPay is where the Stripe Invoice data is recorded. When using Stripe Billing, an invoice is created that may have multiple attempts through Smart retries as well as accessing other Stripe smart technology through Billing. The Gateway Invoice object will be updated by the Stripe webhooks in real-time.

Transaction Logs

In order to capture all the information needed without exceeding data limits, PosiPay has a method of archiving details in our Transaction Logs Big Object.

Next place to go: Payment Reconciliation (Beta)