#kris_17695

1 messages ยท Page 1 of 1 (latest)

urban latchBOT
lunar trellis
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Hm usually we group payments under a "guest" if you don't associate a customer id with the payment

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So what you'd want to do is create a Customer in Stripe via the API

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Then pass that customer id when creating the payment

jovial adder
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Is there a way for the customers to self serve setting up their own account?

lunar trellis
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Oh I think I misunderstood what you were saying then

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You have them create stripe accounts?

jovial adder
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no worries ๐Ÿ™‚ I am not even clear on how to ask it lol

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well I want them to be associated with my business account as a customer

lunar trellis
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Yeah can you just try to explain in more detail so I understand?

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What do you mean by set up their own account then?

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If all you want is for them to be a customer

jovial adder
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Currently all payments are guests, but I have other integrations that will allow me to process payment against actual customer accounts.

lunar trellis
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Oh so those aren't called accounts

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Just customer objects

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accounts are a separate thing

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But what I said here is what you want to do:

So what you'd want to do is create a Customer in Stripe via the API
Then pass that customer id when creating the payment```
jovial adder
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Hmm, ok so the current integration I am using from our PSA software doesn't create the customer objects.. so I wouldeed to be doing this manually or develope my own code for it.. n

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Is there not a way to have this happen when a customer uses our payment link?

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I guess let me add a few things:

  • PSA is Halo PSA for managing and invoicing our customers
  • we can have halo pay the correct amount of an invoice on a customer object that is linked
  • currently we are proving a payment link from stripe to do this and all payment are showing as guests.
  • I was hoping to use the payment link to build out the customer details in stripe ( to then later link in halo )
lunar trellis
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No there's not a way to pass customer id with payment links unfortunately

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Nah payment links don't support passing customer id

jovial adder
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hmm , well thats no fun. Thanks for helping ๐Ÿ™‚

lunar trellis
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If you want a stripe hosted payment page where you can pass customer id, I recommend using checkout sessions instead

jovial adder
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ok, I'll check in to that. Mainly I wanted my customers to be able to establish a non-guest account in an self-serve kind of way. After they are a customeroobject they can get a link to access their customer portal. I was thinking there hsoudl be a way to get them setup prior to that.

lunar trellis
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Yeah you can absolutely do that

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Just need to code it

jovial adder
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ah ok, I guess that is what I was trying to understand. There are many stripe hosted forms available but I wasn't able to find a stripe hosted setup your account form

lunar trellis
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Yeah

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It's not an account, it's a customer