Use cases & Implementation

Linda has just seen the webinar on the new Frisbii release. She's looking forward to seeing the sales team to tell them about a new payment method: Stripe. In order to get things right, she holds a short meeting with them to go into more detail.

For some time now, Cloud Kicks has wanted to give its customers the option of paying their invoices online, via a payment link on the invoice PDF, while automatically keeping track of the status of payments (pending or paid) in their Salesforce environment.

Let's follow Linda's presentation for her finance team.

What is Stripe?

Stripe describes its own solution as an "international payment platform".

These include online credit card payments and direct debits.

What's integrated into Frisbii?

Stripe Credit Card payment
Frisbii is based on the credit card payment management service.
Would you like to know more about how Stripe works? Here's the article from their knowledge base: How credit cards work.

Bancontact
Bancontact is the most popular online payment method in Belgium, with over 15 million cards in circulation. To make a payment with Bancontact, customers are redirected to the Bancontact website or mobile application to authorize payment, and then return to your website, where they receive immediate notification of payment success or failure.
Stripe has integrated this payment method, enabling it to be used through the extension set up in Frisbii.

We're now going to focus on integration with Frisbii.

Use cases

With Stripe integration, you can send a payment link to your customers, enabling them to enter their credit card details and pay their invoices immediately.

Linda launches a step-by-step guide for Cloud Kicks finance users.
She begins by setting up Stripe in her sandbox to test how it worked with the team.

Create your Stripe account

Axel from the finance team asks Linda if she has any more information about creating a Stripe account. Creating an account is a prerequisite for using the new payment method. Linda does a little research online and finds these articles:

Make a note of your keys (private and public)as you'll need them to create the connection in Frisbii via the wizard later on.

Linda and Axel created the Stripe account together and noted the Stripe Account accesses.

Check your Frisbii version and open a support request

Then the Salesforce administrator checks the Frisbii version of her sandbox. Oh, well, it's out of date! She updates her sandbox to make sure it's iso with her production org and contacts Frisbii's Support department to perform the update.

Steps to follow for a successful Frisbii update

Reminder : Access to the organization with administrator rights is an essential prerequisite for deploying and configuring the application, and running tests.

Then Linda opens a Frisbii support ticket to establish the connections between Salesforce and Stripe. To prepare the configuration, Linda checks that she has access to the Stripe account(s).

Check prerequisites

1/ Automatic payments are activated on the Corporate name.
> Payments - Automatic payments

2/ Stripe payment links from a Draft invoice or only from an Issued invoice.

From Corporate Name, in the Options section, you can find a new check box to add to the LEX: "Generate Payment Link On Issued Invoice".

When a new corporate name is created, this box is checked by default, and the Stripe link will only be generated on invoices issued.
To generate the Stripe link from a draft invoice, this box must be unchecked.

3/ Create the bank details associated with your invoice payments.

Your company has one or more bank accounts to receive payments for your invoices. On Stripe's side, you'll have as many accounts as you have bank details to receive payments. To find out which Stripe account to call, the invoice must be linked to a bank account number. Two ways to call up bank details:

The "Other bank details" field on the invoice is filled in (api name = sofactoapp__Autres_coordonnees_bancaires__c).
The corporate name used on the invoice is linked to a bank account number in the "Default bank details" field (api name = sofactoapp__Coordonnees_bancaires_par_defaut__c).

If neither of these fields is filled in, you will receive the following error message:

Update the Payment method selection list on all objects

Following installation of the package extension, the Payment mode selection list now includes a new mode: Stripe. Support gave Linda a tip to avoid going through all the draft invoices one by one, in order to update the payment method. Here are the steps to follow:

Steps

1. Go to the Frisbii Administration tab and then to Tools.
2. Enter the number of draft invoices to be processed.
3. Select the payment method to apply: Stripe.
4. Apply the payment method you wish to replace with Stripe.
5. Select the relevant corporate name(s).