Make a first payment

\uD83D\uDCD8 Instructions

1. Add payment components to the record page.

   

2. Sync Account / Contact which will be charged.

   

3. Add payment methods.

   • Bank Account creation is available in two places. Bank Account list view in Stripe Integration App or from the Payment component.

     

   • Credit Card creation is available ONLY in the Payment component

     

4. Verify payment methods.

   • Credit Card is verified automatically.

   • Bank Account (BA). After a new BA was created in Salesforce it's required to create it in Stripe and then verify it.
     
     In order to Create BA in Stripe you need to open Bank Account record page and click “Sync with Stripe” button.

     

     
     In order to Verify BA use the following form:

     

5. Make a first payment. In order to do that. Open record page, then Payment and select just verified Bank Account and click Collect Payment.