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Stripe

Collect Stripe Payments

This article describes how to collect customer payments with Stripe in 365 business Banking.

Prerequisites

• A payment method code with Bal. Account Type set to Bank Account, linked to the connected Stripe bank account.
• A customer bank account with Payment Service set to Stripe.
• A successful payment authorization for that customer bank account.
• For automatic collection during posting: Preferred Bank Account Code is set on the customer.

Setup

1. Create or configure payment method

1. Open Payment Methods.
2. Create a payment method (for example STRIPE).
3. Set Bal. Account Type to Bank Account and choose the connected Stripe bank account.

2. Configure customer bank account and request authorization

1. Open Customers and select the customer.
2. Open Bank Accounts.
3. Create a customer bank account and set Payment Service to Stripe.
4. Run Request Payment Authorization....
5. Wait until the authorization status is Successful.

Example email for Stripe:

3. Optional: enable automatic collection on posting

1. Open the customer card.
2. Set Preferred Bank Account Code to the authorized customer bank account.

Collect Payments

Automatically during posting

1. Create a sales invoice with Payment Method Code set to your Stripe payment method.
2. Post the invoice.
3. If successful, the invoice is applied automatically.

Manually for a posted invoice

1. Open Posted Sales Invoices.
2. Select the invoice.
3. Run Collect Payment.

Batch collection

1. Open Collect Payments.
2. Set filters (for example due date, customer, payment method code).
3. Run the process with OK.

Stripe Restricted Key Permissions

When restricted keys are used for payment collection, the following write permissions are required:

Resource Type	Permission	Description
Customer Session	Write	Allows creating customer sessions for payment processing.
Customers	Write	Allows creating and managing customers.
Payment Intents	Write	Allows creating payment transactions.
Payment Methods	Write	Allows managing payment methods.
Setup Intents	Write	Allows setting up payment authorizations for future payments.
Checkout Sessions	Write	Allows creating checkout sessions for collection flows.

Error Handling

• If collection fails, the invoice is not applied automatically.
• Check Payment Transactions on the posted invoice for root-cause details.
• After resolving the issue, retry collection.

See also

• Stripe Overview
• Stripe Setup
• Retrieve Stripe Transactions
• Bank Account Reconciliation
• Feature: Collect Payment