Before a customer can be charged through Stripe, they must first be onboarded to Stripe and provide a payment method.

TAPP Stripe for Microsoft Dynamics 365 Business Central allows this entire onboarding process to be initiated directly from Business Central. Once a customer has been onboarded, a secure onboarding link can be generated that returns the payment method synchronized back to Business Central and used when processing payments and transactions.

Onboarding a Customer to Stripe

Follow these steps to create a Stripe customer directly from Business Central.

1. Open the Customer Card.
2. From the Stripe menu, select Onboard Stripe Customer.

3. If multiple Stripe merchants have been configured, select the merchant under which the customer should be created.

4. Confirm the selection.

Once the process completes successfully, Business Central displays a confirmation message indicating that the customer has been created in Stripe.

Generating a Payment Method Onboarding Link

After the Stripe customer has been created, the next step is to generate a secure link that allows the customer to enter their payment method details.

Generate the Link

1. Open the Customer Card.
2. From the Stripe menu, select Related Stripe Customers.

3. Locate and open the required Stripe Customer record.

A single Business Central customer can be associated with multiple Stripe customer records (for example, when using multiple Stripe merchant accounts).

4. From the action menu, select Onboard Customer Payment Method.

5. Business Central automatically generates a secure onboarding link.
6. Send this link to the customer so they can securely provide their payment method details directly through Stripe.

Synchronizing Customer Payment Methods

Once the customer has completed the payment method onboarding process, the payment method must be synchronized back to Business Central.

There are two ways to do this:

1. Automatic Synchronization

The Stripe Customer Payment Method Reconciliation process runs automatically according to its configured schedule and retrieves any newly created payment methods from Stripe.

2. Manual Synchronization

If you do not wish to wait for the scheduled reconciliation, you can synchronize the payment methods manually.

1. Open the Customer Card.
2. From the Stripe menu, select Reconcile Stripe Payment Methods.

Business Central immediately retrieves the latest payment methods associated with the customer from Stripe.

Once reconciliation has completed, the customer’s payment methods become available in Business Central and can be used when processing Stripe payments and transactions.