This document explains how to manage Stripe Customer Accounts and Stripe Payment Methods within Business Central.
It includes a report for creating Stripe customer accounts, enabling customers to save their payment methods through a Stripe-hosted portal on their personal devices. These saved payment methods in Stripe can then be automatically synced into Business Central using an integrated job queue.
Creating Stripe Customer accounts in Business Central
The Create Stripe Customer Accounts report will create a Stripe customer account for all your Business Central customers. Once these accounts have been created, then the customer can start adding payments methods into Stripe.
The report can be found from:
- The global search
- Customer List page
- Customer Card page
The Show Summary toggle will display the results of the report and the actions eg. “Deleted”, “Created”, “Error”, taken on each customer account.
Handling Deletions
If a customer is deleted directly in Stripe, the customer account will remain in Business Central. To ensure both systems are in sync, running the report will detect this inconsistency and automatically delete the customer account in Business Central.
Pay-It with Stripe does not sync existing Stripe customer accounts into Business Central. The report is designed to create new Stripe customer accounts only.
Stripe Pay-It Account Card: Sync Online Payment Method Code
A field has been added to the Stripe Pay-It Account Card called Sync Online Payment Method Code. This field is used to define the payment method code for syncing online payment methods from Stripe to Business Central.
Job Queue for Syncing Online Payment Methods
The job queue named FSG_PAY_STR_SyncOnlineMethods syncs Stripe customer’s payment methods into Business Central and stores them as Pay-It Methods, ensuring the latest payment methods are always available.
| Feature | Description |
|---|---|
| Sync Online Payment Method Code | All synced payment methods from Stripe will be assigned to the payment method specified in the Sync Online Payment Method Code field on the Stripe Pay-It Account card. If this payment method code is not set, Business Central will automatically identify and assign the closest matching payment method to the synced Stripe payment method. |
| Automatic setting of the Default Pay-It Method | If the synced Stripe payment method is the first Pay-It Method for the customer in Business Central, it will be set as the default. Pay-It only allows a default payment method to be set in Business Central and will not synchronize with the default set in Stripe. |
| Synchronization of Customer Accounts | The job queue uses the customer accounts in Business Central to retrieve payment methods from Stripe. If a customer account no longer exists in Stripe, the corresponding customer account will be deleted from Business Central to maintain synchronization between the two systems. |
| Pay-It Method Duplication Check | Before syncing, Pay-It will check if the payment method already exists in Business Central. If it does, the method will not be synced again. |
| Pay-It Method Deletion | If a customer removes their payment method from Stripe, the corresponding Pay-It Method will be automatically deleted in Business Central. |
Checking Customer Accounts
A field called “No. of Customer Account” has been added to the Customer Card. When clicked, it opens the Customer Account List page, allowing you to view and manage customer account details.
