Link your Stripe account/s to a company in Dynamics 365 Business Central
Each company in Business Central can be linked to one or more Stripe accounts to enable the generation of payment requests via TAPP and the processing of payouts directly in Business Central.
TAPP Stripe Onboarding process, allows the onboarding of already existing Stripe Accounts or create a new account.
Data Migration for Customers and Customer Payment Methods
Import existing customers in your Stripe Account and their payment methods to Business Central to issue payment requests to already existing customers using their payment methods.
Customer Reconciliation
Stripe Customers can be reconciled with Business Central customers to maintain customer data in sync in both platforms.
Customer Payment Method Reconciliation
Stripe Customer Payments can be reconciled and imported within Business Central to enable the selection of an already existing customer payment method when issuing a payment request.
Customer Onboarding
- Onboard your new customers on Stripe and trigger the creation of a new customer payment method via Business Central.
Stripe Bank Accounts Reconciliation
- Stripe Bank Accounts can be reconciled within Business Central Banks to maintain bank data in sync in both platforms.
Stripe Account Selection (Sales Documents)
- Decide which Stripe Account to issue the payment request from
Issue One Time Payment Requests
- Issue a straightforward transaction where a customer is charged a single amount for goods or services using a one-time payment method.
Issue a Payment Requests
Issue a transaction where a customer is charged from a new or already existing payment method as specified in the sales document.
Generate payment requests to customers from both invoices and orders
When a sales order or an invoice is created for a customer in Business Central, this can be enabled for either One Time Payment Request or Stripe Payment processing which will in turn process the payment in Stripe automatically.
Retry Payment Request
Retry a failed payment request using the same or a different customer payment method.
Receive payouts automatically from Stripe in Dynamics 365 Business Central
Payouts are automatically received in Business Central including all the related payments and fees if applicable.
Process Customer payment receipts automatically
Automatically process customer payments via Business Central’s Cash Receipt Journal to reflect the payment in both the Customer Ledger and the Chart of Accounts
Automatic Reconciliation
Automatic Reconciliation of the incoming payment from Stripe with the invoice from which the payment originated to ensure always up-to date customer balances.
Stripe Events Reconciliation
Track Stripe Events directly in Business Central to view a history of the activity that happened on the onboarded Stripe Account/s.
Issue Payment Refunds
A payment previously generated through the posting of an invoice, can be refunded by issuing a Stripe Refund through the creation of a Sales Credit Memo or the correction/cancellation of a Posted Sales Invoice.
Refund Reconciliation
Reconcile and view Stripe refunds directly within Business Central for seamless refund tracking and management.
Process Refunds
Automatically process customer refunds via Business Central’s Cash Receipt Journal to reflect the refund in both the Customer Ledger and the Chart of Accounts.
Process Stripe Fees
Process any Stripe Fees and taxes included in payouts as expenses via the purchase journal to reflect the fees incurred by the merchant from Stripe.
Process payment-related transactions for Stripe Fees via the payment journal
Process Stripe Disputes
Process both won and lost disputes included in payouts to reflect the corresponding financial impact on the customer account and ensure accurate reconciliation of Stripe transactions.
Ability to Issue Stripe Payment from an already posted invoice
Posted Sales Invoices that were not previously set up for TAPP processing can be enabled for TAPP processing to initiate a new payment request.
Off-Session Payments
Payment Requests can use payment methods that have been enabled for off session use i.e. process payments without requiring the customer to be actively online at the time of the transaction.