Astral Pay

Welcome to Online Help

If you still can't find what you're looking for on this help page, please feel free to email us on info@astral365.com

Guidance notes on downloading and installing Astral Pay.

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Gaining Access to the Astral Pay Role Center in Business Central.

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Connection guidance on setting up Astral Pay using the setup wizard.

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Accessing and setting up the application using the setup wizard.

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This section details Stripe onboarding process.

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Understanding the Stripe dashboard.

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Where to find the Astral Pay setup requirements checklist showing the setup tasks that need to be completed.

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An explanation of the differences between Business Central Currencies and Stripe Currencies.

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Accessing and configuring notifications.

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When Credit Card Payments are collected, the funds are transferred (less fees) to your Stripe Balance. There will be a separate Stripe Balance per Currency and per ‘Source Type’. A ‘Source Type’ can be a ‘Bank Account’, a ‘Card’ or an ‘Fpx’. Therefore you may have multiple ‘Stripe Balances’.

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Accessing and setting up External Accounts.

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Accessing and setting up Stripe Customers.

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How to add a “Pay with Stripe” button to your documents (Invoices, Orders, Quotes etc).

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Setting up Email Templates and sending emails for payments.

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Creating payments where the customer has provided their card details.

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Saving cards for later use.

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Automated posting of transactions, and manually posting transactions in to the Business Central ledgers.

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How to record the movement from your Stripe Bank Account to your Business Bank Account.

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How to issue a refund from a payment made using Astral Pay.

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How to ensure that VAT and/or other taxes are recorded correctly.

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Information as to why Currency Triangulation differences may occur and how to minimise them.

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This section describes where to review errors and events. You can review the errors on all card and list pages of Payment Entry, Refund, Transaction, Payout and Subscription.

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This scenario describes the permissions for Astral Pay.

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How to import Customers and Payment Methods already set up in Stripe if you are moving to Business Central.

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Stripe has many third-party integrations. Each time a payment is made within Stripe, it has a reference to the app that created it. For example, payments created by Astral Pay contain a unique reference pointing to the Astral Pay app.

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Instruction on how to update the Astral Pay extension and how to check your current version.

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Additional Resources

For more information on specified pages, click on the below:

Setup Page

Please contact us with any issues, we are here to help!

Videos

Role Center

Assisted Connection Setup Wizard

Assisted Application Setup Wizard

Setup Checklist

Notifications

Adding Paylinks to Documents

Emailing Paylinks

Creating and Submitting A Payment Batch

Posting Transactions

Creating a Refund

Moving to Business Central

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