This section describes the steps required to configure payments via Stripe. Carefully review the legal aspects of signing up for services with Stripe. Our implementation of the integration supports pre-filled SAQ A compliance validation.

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Sign up for an account with Stripe

Go to Stripe.com and sign up to create an account

Stripe Private Key and Stripe Public Key insert your test keys

Get keys from Stripe Dashboard

Bank Code

Set the Code for the bank that will receive the money from Stripe. Go to Sage 300 > Common Services > Bank Services > Banks to find the Bank Code.

Payment Code

Create a new Sage 300 A/R Payment Code dedicated for this Sage 300 A/R Setup. We suggest calling it STRIPE and setting payment type to Other.

Edit Amount To Pay

Turn this option on if you want your users to modify the amount they pay. If Pay Multiple Invoices option is on, this flag is disregarded.

Post To AR

Turn this option on to have the payment also registered in AR as a Receipt. Carefully consider the internal process of how the payments are applied in AR. If this option is enabled the A/R Receipt entry is created once V/M Day End Processing has been run.

Pay Multiple Invoices

Allows users to pay more than one invoice at the same time.

Optionally use Currency Mapping

If the internal currency code used in Sage 300 does not match the official 3 letter currency code you must fill in this field. E.g. for Sage 300 multi-currency sample data insert JPN:JPY
The format for this is (Sage 300 code):(official code). Separate entries with semi column

 

Eligible Invoices will display in the Customer Portal once Service Manager Day End Processing has been run.