External Account

External Account

If you want to automatically or manually make Payouts for your customer, you will need to create a valid External Account. External Accounts can be either an ACH or Debit Card Payment Method.
If you plan on enabling the Debit Negative Balance feature, you will need to create an ACH External Account. Stripe cannot perform a negative payout against a debit card to correct a negative Stripe account balance.

  • Navigate to the Connected Account record.

  • Click the "New External Account" button. (Lightning: Blue drop-down arrow in the upper right-hand corner)

  • Select either ACH or Charge Card Record Type.

ACH External Account

  • Enter in:
Holder's Name
Account Number
Routing Number
Account Holder Type
Currency ISO
Country ISO
Connected Account
Check External Account
Check Default Payout Method
Email
  • Click Save.

Debit Card External Account

  • Enter in:
Card Holder Name
Currency
Email
Card Number
Expiration Month
Expiration Year
CVV
  • Click Save.

Note

If you are creating a Payout Method from the Payment Method object, make sure to include:

Connected Account
Check External Account
Check Default Payout Method

What happens next? When you click "Save" on the External Account record the information is automatically sent to Stripe.

Stripe then updates the Connected Account's details in Salesforce through Webhook Events.
The Webhook Event "Account.Update" will process and update the records in Salesforce instantly.


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