#codefoot_docs

1 messages ¡ Page 1 of 1 (latest)

hexed minnowBOT
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restive knoll
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Hello, are you trying to relate the customer steps to the API steps? Or something else, our financial connections modal that shows up for bank debits from the payment element supports users logging in with their bank or verifying with microdeposits.

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Oh or is the question about a specific step around handling microdeposits?

primal pagoda
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Already helpful!

One flow is user driven - I'm less concerned about this as my org has done it before.

I wasn't very clear. The other flow is in store, where an agent is setting someone up on PAD. The client I'm working with is trying to solve the manual problems that come with accepting cheques. They have thousands of customers paying them this way, most of which are older/non technical. Therefore, they need a process for handholding the customer through this process.

restive knoll
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Can you tell me more what this in store thing may look like? Is the clerk manually inputting info for the user somewhere?

primal pagoda
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Yes they are manually managing the whole process

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Although if there are opportunities to simpify by the customer providing something upfront or perhaps the agent having them fill out a specifc thing/check an email I'd like to hear them as there might be an opportunity to include an iPad where it is a shared setup process. Enterprise is government so security is very tight so I'm not sure if the shared process has legs.

restive knoll
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And is this them helping them fill things out on your webpage or are you looking for something else? Because now that I think about it, microdeposits can take some amount of time to show up on a bank statement, so that might require the person to return to the shop days later to verify them. And I am having trouble finding other in person payment offerings like that. We do have a beta for checks by mail, but I'm not seeing anything for in person checks at the moment.

primal pagoda
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This is the agent filling things out for them. Think of an 80 year old coming in with a cheque that the business is trying to do away with.

I think I'm looking for clarity on what the process looks like up until the customer has to verify the micro-deposit as ya, there's no way around what the customer will do once the micro-deposit is sent

restive knoll
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I am not aware of an offering we have for taking check payments like that unfortunately. If you reach out to our support team they may have a better idea, I mostly know about API coding stuff so I can sometimes be behind on our offerings like that. https://support.stripe.com/contact

Stripe: Help & Support

Find help and support for Stripe. Our support site provides answers on all types of situations, including account information, charges and refunds, and subscriptions information. Get your questions answered and find international support for Stripe.

primal pagoda
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Well no we're getting away from cheques, the customer is attempting to pay by cheque and the agent tells them no, but we can sign you up for PAD. What does the following process look like if an agent is setting up PAD on behalf of a customer where the customer is not inputting anything

restive knoll
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Right, I'm not aware of a way to input details like that without using our web offering. Our support team may have a better knowledge of products I'm not familiar with around in person payments

hexed minnowBOT
primal pagoda
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Ya we've solved for cheque payments already. We're leveraging invoice payments that enables out of band payments to be recorded against an invoice. It's pretty light weight although it solves our problem enough.

What are the steps involved for the agent?

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Oh sorry you're not aware - my bad I read that wrong

brave zealot
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Pompey has to step away so I'll be taking over this thread. Give me a moment to catch up.