Stripe Checkout
  • 18 Jan 2024
  • 5 Minutes to read
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Stripe Checkout

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Article summary

Stripe Checkout is a solution prepackaged from Stripe. We've added an integration so users will be able to utilize its functionality right from Salesforce. Read more about Stripe Checkout here.

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Prerequisites

  1. The PayLink package must be installed and configured in your org. Use the Payments Setup Wizard to install PayLink if you haven't already.
  2. Stripe Checkout must be used with Payment Gateways with the Provider set to "Stripe".

Add Stripe Checkout to the PayLink Configuration Object

  1. Navigate to the PayLink Configuration object in Setup.
  2. Click the Fields and Relationships tab.
  3. Click the link for the Allowed Payment Methods field.
  4. Go to the Values section.
  5. Click New
  6. Add "Stripe Checkout" to the text box. 
  7. Click Save.

Set the Value on the Paylink Configuration Record

  1. Navigate to the Paylink Configuration record that you will use for your Stripe Checkout Transactions.
  2. Click Edit (the pencil icon) next to the Allowed Payment Methods field.
  3. Move "Stripe Checkout" to the Chosen column.
  4. Click Save.

Configure the Payment Gateway

Update Your Page Layout

  1. Navigate to the Payment Gateway object in Setup.
  2. Click the Page Layouts tab.
  3. Click the Payment Gateway Layout link.
  4. Add the Accepted Checkout Payment Methods field to the Page Layout.
  5. Click Save.

Set Values on the Payment Gateway Object

  1. Navigate to the Stripe Payment Gateway that will be used for Stripe Checkout.
  2. Edit the Accepted Checkout Payment Methods field to include the Payment Method to be used for Stripe Checkout. The supported payment method types for Stripe Checkout are here

*NOTE: Stripe updates this list periodically.*

Payment Method Limitations
Certain payment methods like Sepa Debit only work with certain currencies (EUR). Check out this payment method fact sheet to review the limitations of each payment method type.

Add Permissions to Access Encrypted Data

  1. Go to Permission Sets in Setup.
  2. Click New
  3. Enter "Access Encrypted Data" in the Label field.
  4. Click Save.
  5. Navigate to System Permissions.
  6. Click Edit.
  7. Check the View Encrypted Data checkbox.
  8. Save the permission set.
  9. Navigate to the user record in Setup for the person who authenticated the PayLink app. This is the person who clicked the Authenticate button while running the PayLink setup wizard.
  10. Add the new permission set to their user record.

Assign the Proper Page Layout to the Corresponding Record Type

  1. Navigate to Setup > Object Manager > Payment Method > Page Layouts.
  2. Click the Page Layouts tab.
  3. Click Page Layout Assignment.
  4. Click Edit Assignment.
  5. Ensure that for the "Other" Record Type the "Other" Page Layout is selected.

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Why is There a New Record Type?

There is a new Record Type for the Payment Method object to differentiate the Payment Method Types coming in from Stripe Checkout.

For Example:

You want to use IdealPay to complete a Stripe Checkout. When the Payment Method record is created after the webhook has been processed, you will see that the record has a Record Type = "Other" and the Type is set to "IdealPay".

Setup Webhooks

If you haven't already setup webhooks in your org you'll want to do this. Stripe Checkout utilizes data that is brought into the org via webhooks. Related records like Payment Method and Payment Gateway Customer are attached to the Transaction AFTER the webhooks process.

Check out this guide for setting up Webhooks.

  1. Create a Transaction record.
  2. At a minimum set the following:
    • Amount
    • Payment Gateway (Must be a Payment Gateway connected to Stripe)
    • PayLink Configuration (Must be the PayLink Configuration with Stripe Checkout set as an  Allowed Payment Methods.)
  3. Click the PayLink URL populated in the PayLink field.
  1. Wait for the PayLink page to load.
  2. Click PAY.
  3. Wait for Stripe Checkout to load.
  4. Complete the Stripe Checkout form.
  5. Observe the success page.
  6. Observe the Paylink fields "Amount Paid" and "Paid on" are displayed.
Not Seeing Stripe Checkout After Clicking 'PAY'?

If you notice you are not getting redirected to Stripe Checkout after clicking the PAY button from the paylink, you may need to reauthorize your Payment Gateway.

Navigate to the connected Payment Gateway and click Connect to Gateway.


Payment Method Future Use or Modify a One-Time Payment

Currently, Payment Method records created in Stripe Checkout cannot be reused for additional Transactions or updated through Blackthorn. This includes capturing an authorized one-time payment, which we understand is not creating a new Transaction but is changing the status of an existing one-time payment. These are "One-Time" Payment Methods, which can only be refunded through Blackthorn payments.

Stripe Checkout Considerations

Payment Method Type Limitations

If you are not seeing your preferred payment method type as an option this is because it is not currently support by Stripe Checkout. A list of supported payment method types for checkout can be found here.

Example: ACH is NOT supported in Stripe Checkout. Please use one of our other solutions for this payment method type.

Apple Pay and Google Pay

In order to see the option for Apple Pay or Google Pay in Stripe Checkout you must be viewing Stripe Checkout from a supported device. Discover more about wallets here.

Example: To view the Apple Pay button in Stripe Checkout you must be using an iOS device AND have your Apple wallet configured.

Payment Methods Types Supported

We are working to incorporate most of the Stripe supported Payment Method Types in our solution.

However, we will not be supporting the following Payment Method Type: AfterPay ClearPay

Currency Errors

If, while using Stripe Checkout, you encounter and error on the Transaction record that refers to currency there is a workaround available while we develop a long-term solution. Currently, only USD, EUR, and GBP are added to the package as values available on the Payment Intent Object. You'll need to add values following the instructions below for any currency outside of those values.

What you'll see on the Transaction record:

  • Error Message = "Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, Currency: bad value for restricted picklist field: cny: [bt_stripe_Currency_c]"
  • Error Parameter = "The Transaction/Payment Intent was captured in Stripe but failed to save correctly in Salesforce."

The above errors were displayed when attempting to use Stripe Checkout with the AliPay Payment Method Type and a Transaction with the Currency ISO = "CNY".

How Do You Resolve?
You'll want to add the desired currency value to the Currency picklist on the Payment Intent object.

  1. Navigate to Setup -> Object Manager -> Payment Intent -> Fields & Relationships -> Currency.
  2. Click New in the Values section.
  3. Add the Currency value to the list of picklist values. (ex: "CNY")
  4. Click Save.

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