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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.

  1. Charge

    • charge.failed 

    • charge.pending 

    • charge.refunded 

    • charge.succeeded 

    • charge.updated 

      image-20240904-073805.png

  2. Invoice
    Please note: If the PosiPay version is 92 and above please do not include the invoice.created and invoice.updated event.

    • invoice.created

    • invoice.payment_failed 

    • invoice.payment_succeeded 

    • invoice.updated

    • invoice.marked_uncollectible 

image-20240904-074153.pngimage-20240904-074112.pngimage-20250211-235309.png

  1. Payouts

    • payout.failed 

    • payout.paid 

image-20240904-074302.png

  1. Payment

    • payment_intent.canceled 

image-20240904-074419.png

Next place to go: Step 5 - Schedule an Invoice

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