#sahil_best-practices
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- sahil_best-practices, 3 days ago, 116 messages
hoary knot
Hello! The best approach mostly depends on your specific business requirements and situation. It also depends on the properties of the connected accounts and if you're using direct or destination charges.
Can you provide more information about those aspects of what you're trying to build?
dim warren
So this has my original selections that I made but now I’m thinking of changing it up….ideally I would just like to pass on the fees to the merchant…I don’t take any money on each transaction but instead have the monthly fees. Also for dashboard access I was hoping to use embedded uis to help the user manage things within my app since they wouldn’t have any products or anything on stripe just change/cancel plan , update billing info and maybe show the transactions if a refund is needed
hoary knot
The first step is to decide on your selections there.
dim warren
Originally I was setting it up using DoorDash example but it seems that I should not be responsible for refunds….if the user gets the wrong drink or complains to the bar owner the bar should be able to refund the customer if they want to. I’m basically middle manning it like a point of sale system but for the users...not sure if I’m on the right track with that thinking
hoary knot
I'm not sure, it depends on what you're trying to build, the flows you want to support, etc.
dim warren
could you help me walk through these selections...i know for onboarding i would like it hosted, dashboard access i think i should do none and would that let me use the embeddable UIs?
hoary knot
I believe you can use the embedded components regardless of your selections there, yeah.
I'm happy to answer specific questions if you have any, but I can't walk you through the whole thing, that's what the docs and test mode are for.
Usually the best way to figure out what's going to work best for you is to try various approaches in test mode so you can see exactly how everything works in practice.
dim warren
https://docs.stripe.com/connect/charges
im looking through this and i chose destination because it says customers are unawaare of your platforms existence, but they are looking at my app and ordering so i went with destination since it says that customers transact with your platform, however if i chose destination then the connected accounts dont pay the stripe fees, i would have to....also in future i plan on using stripe terminals so the bars can take payments with a cc reader
hoary knot
Right. Do you have a quesiton about that?
dim warren
so could i use direct charges even if the customers transact with my mobile app or would i have to use destination?
hoary knot
I can't answer that based on the information you've provided. I don't know enough about what you're building, the payment flows involved, etc.
Either could work depending on your specific situation.
dim warren
its basically like doordash except theres no drivers, you would have to go in store to pick up
hoary knot
Okay. Are the restaurants the ones who sign up for the connected accounts?
dim warren
yes they sign up for a subscription plan first and i have a couple tiers, the base plan they do not. get a connected account, just marketing services, then other plans i create connected accounts so that they can start accepting mobile orders
hoary knot
Do you want the people ordering food to be able to order from multiple restauraunts at once or just one at a time?
dim warren
no just one at a time
hoary knot
Who do you want to pay Stripe fees, you or the restauraunts?
dim warren
im thinking the restaurants because im not charging anything extra on top and would like to be transparent that those are not my fees
hoary knot
Okay, sounds like you want direct charges then.
dim warren
also not sure if this applies but im fine with the restaurants name to show up rather than my app name
hoary knot
You can do that regardless.
I strongly recommend you try building a MVP in test mode. It will clarify many things and give you a much better idea of what's possible.
dim warren
thats another thing i was confused on....in test mode theres also sandboxes, is test mode the final version i choose and i have to experiment with all these different things in a sandbox and then move onto test mode?
hoary knot
No, sanboxes are a preview feature that's designed to be a better test mode. Stripe accounts have a live mode and a test mode. The idea is that you build and test in test mode, then you have an entirely separate environment for live mode. The problem with that is that some people want many different isolated test mode environments, which was possible by creating multiple Stripe accounts, but it was a little clunky. Sandboxes allow you to have multiple test mode sandboxes under a single Stripe account. See here for more details: https://docs.stripe.com/sandboxes
dim warren
ok cool yea because i was using eventbridge and it wasnt allowing me on test mode, i had to make a sandbox for that and so would i create a new sandbox for tthe direct charge implementaion orr do i use the same one?
hoary knot
Honestly I don't know, I don't really know anything about EventBridge.
dim warren
Ok no worries, one last thing how do I apply these changes permanently?
hoary knot
These aren't permanent choices, and they're not platform-wide. You can have a different mix of these choices with multiple connected accounts on the same platform.
dim warren
Oh ok but when I refresh it goes back to the choices I made when onboarding…is there anyway to change those selections that I had made?
hoary knot
Oh, no, not that I'm aware of. You would need to note the choices made on your end. That's a docs page for reference and planning, it's not actually changing anything.
dim warren
ok cool so the choices i made before dont really matter? i can go ahead and do direct charge type implementation and it would be fine?
hoary knot
If you mean the choices on that docs page, no, that's just a planning tool, it doesn't actually make any material changes.
dim warren
no, like when i was onboarding onto stripe it asked these things, but now that i have changed my mind do those selections i made before matter?
hoary knot
I'm not sure what you're referring to, so I can't say. Do you have a screenshot you can share?
dim warren
no, but when i initially signed up for connected accounts it made me choose these selections, and then i t created my account....like in that image above you could see that it says "You selected....when onboarding to connect"
hoary knot
Ah, I see. I didn't realize we asked for all of that during onboarding. In any case, these options can be set individually on connected accounts when you create them: https://docs.stripe.com/api/accounts/create#create_account-controller
You can probably adjust those selections somewhere in here: https://dashboard.stripe.com/settings/connect
dim warren
ok cool ill check that out thanks!
one last thing, im creating the subscription using payment sheets and they gave me html to put to display the options, however once the user has a subscription is there anything similar that allows them to change it?
hoary knot
We have the Customer Portal for Subscription management: https://docs.stripe.com/customer-management
dim warren
oh ok so no embeddable component that can make changes they would have to use this portal only?
hoary knot
Correct. If you want something on your own site you'd need to build it.
dim warren
ok cool i see....so i can make the customer portal for only my subscriptions and the connect account i can use embedded UIs so theres not alot of redirecting right?
hoary knot
Yep.
dim warren
so this was created using the payment tables and is there extra steps that i have to do to activate this email?
hoary knot
The messages on that screen explain the issue. I'm not sure what else I can add to that.
dim warren
that email is not in the team settings, but shows up in the customers section
hoary knot
Right, that's what the error message is saying.
It's saying it's not going to work as expected because it's not there.
dim warren
yea but would i have to maually keep adding new users or is this just a test thing?
hoary knot
It's a test thing. Please re-read the messages on the screenshot you shared; I think you may have missed some important context.
Basically what they're saying is that we're not going to send emails to just anyone in test mode, because it's test mode.
dim warren
ok yea thats what i thought....i just wanted to confirm that in live mode this wouldnt be an issue
ok cool well i think thats all for now, thanks so much for all the clarification Rubeus 🙏
hoary knot
Happy to help!