Stripe Connect Platform setup

When making a payment using Stripe, you can use the Stripe Connect Platform to use a destination account for the payment.

Note: Stripe can be set up to support commission payments.

You will need to complete these tasks to set up the Stripe Connect Platform:

1. Enable Stripe API & Webhook via their Developer Workbench
2. Apply the Stripe destination account system tag to a policy type.
3. Set up Stripe as the payment vendor.

Enable Stripe API & Webhook

To enable the integration and gather credentials log into your Stripe Connect account: https://dashboard.stripe.com/test/webhooks/create

1. Manage API Keys
   1. Save Publishable Key
   2. Save Secret Key
2. Manage Webhooks 
   1. Select your Account to produce events
   2. Add these events: charge.failed charge.succeeded payment_intent.createdpayment_method.attached
payment_method.detachedpayment_method.updatedpayment_intent.payment_failed
   3. Create a webhook with url https://<env_name>.britecore.com/serve/stripe_notification 
   4. Copy the Signing Secret

Tag a policy type with a system tag

To tag a policy type with a system tag:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, under System Wide, select System Tags.
3. On the System Tags screen, in the Tags section, complete the following steps:
   1. In the Select a Tag dropdown list, select Stripe destination account.
   2. In the Select an Effective Date dropdown list, select the applicable effective date.
      

      Note: If you need to tag a new item, select Tag New Items. In the +ADD dropdown list, select Policy Types, and then, in the Named box, type or search for the applicable policy type.

   3. In the Policy Types list, navigate to the policy type you want to tag, and then, in the box to the right, type a valid Stripe destination account id.
   4. Select Done.

Set up Stripe as the payment vendor

To set up Stripe as the payment vendor:

1. In the BriteCore menu, select Settings.
2. In the Settings menu, select Vendors.
3. On the Vendors screen, in the Payment Processing section, select Stripe, and then select the edit icon.
4. In the Stripe dialog box, configure the keys.
   1. Publishable Key
   2. Secret Key
   3. Signing Secret
5. Select Done.