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CPM - Initial Setup

Payment Platforms contains the necessary credentials for access and configuration options for how payments are received and managed.

You can significantly expedite the creation of a payment platform by using provided tools that will automatically load API and payment platform data. Once this is complete, you can then alter and configure these pre-loaded values so that CPM reflects your specific business process and preferences.

 

Warning: The step below applies ONLY to Stripe -- Usio has a more manual process and may require assistance from our support team

Create a New Payment Platform

  • Search for CPM Payment Platforms and select the related link
    • Choose the New button from the ribbon and fill out the fields based on this guide
Field Example Value

Code

This is unique code that identifies the Payment Platform.

 STRIPE_CC

Description

This is a text description of the Payment Platform.

 Stripe Credit Card

Payment Platform Type

Select the payment Processor you are connecting to.

 Stripe

Note: After selecting your Payment Platform Type, exit out of the CPM Payment Platform card, which will allow a process to happen in the background to create fields based on the processor you selected.

We are working on a Quick Setup for Stripe that will preload all Stripe/CPM functions.

For now, you will need to perform the following data loads for your Stripe integration:

  • You should still be in CPM Payment Platforms with your Stripe Payment Platform loaded
    • From the ribbon bar, click Data > Load Stripe API Data
      • Creates/links the STRIPE API Set (auto-creates it if the API Set Code field is blank) and loads the Stripe API functions and credentials needed for Business Central to talk to Stripe.
    • From the ribbon bar, click Data > Load Automation
      • Loads the default automation steps for this payment platform into the CSM Automation List. 

 

These other data loads are optional, but still recommended:

  • From the ribbon bar, click Data > Load API Application Operations
    • Populates the CPM API Application Operations table with default values and opens the API Application Operations list page. 
  • From the ribbon bar, click Data > Load Invoice Status Matrix
    • Loads Stripe's default invoice status matrix — maps Stripe invoice statuses (draft, open, paid, uncollectible, void) to CPM/BC invoice statuses, for both subscription and non-subscription invoices.
      • Note: If you have already been operating in Stripe without this option loaded, you will need to click Home > Run Default Automation to update your invoices after Loading Invoice Status Matrix.
  • From the ribbon bar, click Data > Load Demo Reports
    • Loads CPM's default report selections (including the service invoice report) and links them to this payment platform. 

     

    ➡️Next Step: Subscriptions