Stripe Parameters

The below article gives an overview of the parameters used in TAPP Stripe for Dynamics 365 Business Central and their definitions.

Preferences Section

Parameter Name	Definition
Refund Application Preference	Defines the preference on how to handle refund processing in payouts. This can either be set to Payments or Credit Memo.
Skip Failed refunds in Different Payouts	Determines whether failed refunds in different payouts are skipped from processing.
Auto-Unapply Refunds	Determines whether refunds should be automatically unapplied when being reversed due to Refund Funds Returned in payouts.
Dispute No. Series	The No. Series to use in the journal when processing the dispute fees in the payouts.
Off-Session Payments	When enabled, off-session payments will be used for payments. (See more information here)

Data Migration Section

Parameter Name	Definition
Data Migration Mode	Enables the migration mode. Use this only when you are setting up TAPP for the first time or onboarding a new Stripe Account.

Customer Reconciliation Section

Parameter Name	Definition
Customer Reconciliation Interval (Minutes)	Specifies the interval of the job running the reconciliation in minutes. Ex. if 1440 – customer reconciliation will run daily
Customer Reconciliation Period (Days)	Specifies the period of the days to reconcile the stripe customers. Ex. if 5 – get all customers in the date range Today – 5
Auto-Accept Suggested Actions	Automatically accept the suggested actions during reconciliation. This option is disregarded if Data Migration Mode is ON.
Auto-Create Customers	Automatically create a new Business Central Customer when the Suggested Action is NEW during customer reconciliation. This option is disregarded if Data Migration Mode is ON.
Auto-Match Customers	Automatically match the Stripe Customer to the suggested BC Customer when the Suggested Action is MATCH during Customer Reconciliation. This option is disregarded if Data Migration Mode is ON.
Customer Sync -Skip Match	Skip customer sync records that are suggested as Match
Customer Sync – Skip New	Skip customer sync records that are suggested as New
Customer Sync – Skip Manual	Skip customer sync records that are suggested as Manual
Customer Sync – Skip Empty Email Address	Skip customer sync records that do not have email address

Payment Method Reconciliation Section

Parameter Name	Definition
Payment Method Reconciliation Interval (minutes)	Specifies the payment method reconciliation interval of the job running the reconciliation in minutes. Ex. if 1440 – payment method reconciliation will run daily.
Payment Method Reconciliation Period	Specifies the period of the days to reconcile the stripe payment methods. Ex. if 5 – get all payment methods in the date range Today – 5
Payment Method Auto-Accept Suggested Actions	Specifies whether payment methods are automatically accept suggested actions.
Auto-Create Payment Methods	Specifies whether payment methods are automatically created.
Auto-Match Payment Methods	Specifies whether payment methods are automatically matched.
Auto-Retry Payment Intent  upon Reconciling new payment method	Specifies whether payment intents are auto-retried with a newly reconciled payment method

Payment Intents/Checkout Reconciliation Section

Parameter Name	Definition
Payment Intent Reconciliation Date	Specifies the period to take in consideration when reconciling payment intents.
Checkout Session Period	Specifies the period to take in consideration when reconciling checkout sessions

Events Section

Parameter Name	Definition
Events Reconciliation Period	Specifies the period to take in consideration when reconciling Stripe Events.

Payout Reconciliation Section

Parameter Name	Definition
Payout Reconciliation Interval (Minutes)	Specifies the payment method reconciliation interval of the job running the reconciliation in minutes. Ex. if 1440 – payout reconciliation will run daily.
Payout Reconciliation Period (Days)	Specifies the period to take in consideration when reconciling Stripe Payouts.

Journal Processing Section

Parameter Name	Definition
Customer Journal Template	The default template name to use when creating a cash receipt journal during payout processing.
Customer Batch Name	The default batch name to use when creating a cash receipt journal during payout processing.
Cash Receipt Bank Account	The default bank account to use when creating the Cash Receipt during payout processing.
Vendor Journal Template	The default journal template to use when creating a purchase journal for fees during payout processing.
Vendor Batch Name	The default batch name to use when creating a purchase journal for fees during payout processing.
Payment Vendor Journal Template	The default journal template to use when creating a payment journal to process the payout fees.
Payment Vendor Batch Name	The default batch name to use when creating a payment journal to process the payout fees.
Stripe Fees Account	The G/L account to use when processing the payout fees.
Dispute Fees Account	The G/L account to use when processing dispute fees in a payout.
Stripe Tolerance Behaviour	Select the behaviour the system should adopt when encountering currency differences: 1 – Calculate payout exchange rate will calculate the exchange with the following formula: Stripe Payout item net amount / Customer ledger entry Amount LCY. 2 – Calculate tolerance between Business Central and Stripe will create a tolerance line in the cash receipt if there is a tolerance between Business Central and Stripe exchange rates.
Dispute Behaviour	Specifies what the system should do when a Dispute is received and processed during payout processing. 1 – Unapplies the payment from the invoice. 2 – Creates a credit memo for the original invoice. 3 – Unapplies the payment from the invoice and also creates teh credit memo.