#dgollahon_api

1 messages · Page 1 of 1 (latest)

frank galeBOT
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limpid turtle
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example source id: src_G0HxGPy2YN58zi. the key question is "if someone tries to send money to this routing&account number on Monday, what happens?"

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also possibly notable: we do not use any of stripe's invoicing/checkout/etc. for this. the account information was provided to our customers entirely out of band a long time ago and we have a different, legacy invoicing system that still has a few customers paying this way. as long as the funds will show up in the dashboard and we can manually drain them, that's fine--but if we need to actually convert these into a different object type, that's a problem

my prior understanding is that this would be automatic but the docs are very confusing on this point (and there are like 10 different seemingly relevant docs)

runic juniper
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Any of the actions outlined there will trigged an automatic migration

limpid turtle
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That link isn't available to me

runic juniper
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Sorry about thatm you're right. I just edited it

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You might need to be logged to your account

limpid turtle
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I am unable to do 1 and 3 on that list (e.g. for one Under Payment methods, click + > Add a bank transfer account. that option doesn't exist for me) because they both require the bank transfer payment method which has not been enabled for my account yet and 4 is only for test mode.

I am a bit confused about:

Confirmation of a customer_balance Payment Intent

I'm not clear on if I can create/confirm the appropriate payment intent which isn't tied to a specific $-amount and would support the bank transfer source without having it enabled. I am still reading the docs and trying to understand this but I am still trying to understand what happens if I don't do one of those triggers to the existing sources

runic juniper
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Can you reword your ask please? I do not fully understand what you're asking here

frank galeBOT
limpid turtle
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Any of the actions outlined there will trigged an automatic migration

I don't think I can do any of these actions because they all seem to require bank transfer as a supported payment method (unless I am mistaken about the intent one but I am confused about how that works) but that is not currently enabled on my account. I did not realize this was necessary to cause a migration.

I need to know:

  • What happens if I can't trigger any of those four options in the linked documentation? Can my client still pay me using the existing virtual account numbers from my Source object?
  • If not, is there a way to trigger the migration without having bank transfers as an enabled payment method on my account?
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This is the current state I have for bank transfer

image.png
sleek nexus
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Hi there. Stepping in for my colleague here and catching up

limpid turtle
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Hi @sleek nexus.

I'm still trying to understand creating a Payment Intent and confirming it but I actually don't have the amount that my customer will owe yet and just want to be able to accept whatever the next payment is. Creating a payment intent with some arbitrary amount of money and confirming it seems like the wrong approach to convert the ACH Credit Transfer source object but of the options on the linked doc I think it's the only one I can even try (?)

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But bottom line is: I just want to know if or how i can have it so I still receive payments from existing customers using the ACH Credit Transfer account numbers after today.

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And I know the Sources API will break and I don't care about that for the short-term--a human will review this for our small batch of legacy customers.

I want to make sure the ability to receive the payment still works.

sleek nexus
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Understood - generally, I think that's covered by this bit in the docs:

For a customer with attached Credit Transfer Sources, Stripe consumes the Credit Transfer Source object and moves the full remaining amount into the customer’s cash balance. See new transfers sent by the customer to the Source bank account number in the customer’s cash balance instead. The virtual account number stays consistent throughout the migration process, and you don’t need to communicate any new destinations to the customer. Single customers are automatically migrated after the following:

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we just need to make sure you're taking the action to trigger that that makes sense for you

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How many of these customers do you have? Is it a very small number?

limpid turtle
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Yeah, I tried to do that but my account doesn't have the bank transfer product enabled apparently (that's what is pending in that screenshot) so I can't create the funding instructions

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I can try the API approach and see if it gives me an error

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So there are a handful of customers I know will use this route (< 10) but another indeterminate 20-30 that may pay a past due balance through this pathway that we are trying to collect from. I would ideally like to convert all of the sources we have (i think we have ~100 or so) just in case we get latent payments from the past-due customers.

Going forward we aren't going to use this anymore but I am trying to deal with the stragglers.

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As expected:
Stripe::InvalidRequestError: Generating and retrieving funding instructions requires access to the Bank Transfer payment method. Please ensure that you have requested access to Bank Transfers through the Dashboard (https://dashboard.stripe.com/settings/payments).

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Obviously I should have started the Bank Transfer request earlier but I didn't realize this was a requirement--I thought that the specific API we were using was changing (and I don't care about the API integration), not the underlying payment method/ACH product.

So ideally any of the following happens:

  • bank transfers gets approved for my account and i can create funding instructions
  • i find out this will automatically get resolved anyway somehow
  • there is some other workaround for triggering the automatic migration
sleek nexus
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Item #1 should happen in relatively short order
Item #2 may happen. My reading of the documentation is that we handle the conversion of ACH Credit Transfer payments to Customer cash balance transactions on our end without action from you

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As for item #3, you could create an Invoice for one of these customers with bank transfers and then cancel it later, but that should not be necessary.

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Could you tell me the exact URL of the dashboard page where you are trying to turn on bank transfers?

limpid turtle
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create an Invoice for one of these customers with bank transfers

I don't think I can, can I? Given that the payment type doesn't seem to be aapproved

sleek nexus
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Billing payment methods have a separate page

limpid turtle
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We have three payment method configurations. I am trying to add it to the first one named "Default" (that direct link). The second "Default" seems to be some (presumably dead?) slack integration. Then there is one named "Billing Payments" but i'm not clear on the distinction and assume I want "Default"

sleek nexus
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Understood - I'm not immediately certain why you have to request Bank Transfers in the dashboard, as they are GA. It may be that we perform some checks, but you should have access to that option in the near future