How do I build a payment system with Stripe?

 

Introduction:
In this guide, we will walk you through the process of building a payment system using Stripe in Tadabase. Stripe payments will allow you to securely process credit card information directly from your live app. We will also utilize record rules and complex formulas to update and insert new values, as well as calculate totals for the order line items. This guide will provide a step-by-step tutorial on setting up the necessary tables, configuring record rules, and integrating Stripe payments into your Tadabase application.

Table of Contents:
1. Introduction
2. Setting up the Orders Table
3. Creating the Products Table
4. Configuring the Order Line Items Table
5. Setting up the Order Form
6. Designing the Order Details Page
7. Enabling Stripe Payments
8. Integrating Stripe Payments into Tadabase
9. Testing the Payment System
10. Conclusion

Step 1: Setting up the Orders Table
The Orders table will contain the master order information. Follow these steps to set it up:
- Add the Orders table and define its fields (e.g., order number, user connection, order status, ordered on).
- Set up a record rule to automatically set the user and order status when a record is submitted.

Step 2: Creating the Products Table
The Products table will store the products you wish to sell. Here's how to create it:
- Add the Products table and define its fields (e.g., product name, price).

Step 3: Configuring the Order Line Items Table
The Order Line Items table will connect the Orders and Products tables. Follow these steps:
- Create the Order Line Items table with connections to the Orders and Products tables.
- Add the quantity field and a basic formula field to calculate the total price for each line item.

Step 4: Setting up the Order Form
Configure the order form to allow users to add products to their orders:
- Remove unnecessary fields from the form.
- Use record rules to automatically set the user and order status when a record is submitted.
- Set up a redirect rule to direct users to the Order Details page after submitting the form.

Step 5: Designing the Order Details Page
Enhance the Order Details page to display order information and allow users to add line items:
- Add a table to display the connected order line items.
- Include a form to add new order line items.

Step 6: Enabling Stripe Payments
Before integrating Stripe, ensure you have a Stripe account and obtain your secret key:
- Sign in to your Stripe account and enable test mode.
- Copy the secret key provided by Stripe.

Step 7: Integrating Stripe Payments into Tadabase
Follow these steps to integrate Stripe payments into your Tadabase application:
- Go to the application settings in Tadabase.
- Open the Stripe Payments section and enter your secret key.

Step 8: Testing the Payment System
Test the payment system using the Stripe test mode:
- Complete an order by adding products and reviewing the grand total.
- Enter test credit card information.
- Verify that the order status is updated to "Paid" and view the returned Stripe values.

Step 9: Conclusion
Congratulations on successfully building a payment system with Stripe in Tadabase! You can now accept secure credit card payments within your application. Remember to switch to live mode and use your production Stripe keys when ready to accept real payments.

Note: This guide provides a basic setup for a payment system. You can customize it further based on your specific use case and requirements.

We hope this guide has been helpful in creating your payment system with Stripe in Tadabase.

Features Discussed:

1. Complex Formulas (Time: 8:21)
   Learn how to create and use complex formulas to perform advanced calculations.
2. Record Rules (Time: 12:05)
   Learn how to configure record rules to automate actions when records are created, updated, or deleted.
3. Submit Rule (Time: 12:50)
   Learn how to configure submit rules to control what happens when a form is submitted in your application.
4. Stripe Payment (Time: 16:24)
   Learn how to integrate Stripe for processing payments, covering both setup and implementation.
5. Options (Time: 21:10)
   Configures form elements like button text, visibility, and default values to enhance the app's usability.

 

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Transcript Summary

Introduction

Hey everyone, welcome to Build it with Tim where I take your user suggestions on features, apps, and different modules that you'd like to see built, and I'll build it for you live and on the fly. Today we are working on payment systems.

Overview

I'm going to build an app to allow users to pay for some sort of item within an application. In this particular use case, I'm going to be doing it within the context of placing an order and adding items to that order. We'll use Stripe payments, record rules, and complex formulas.

• Stripe Payments: Connects to our Stripe account to process credit card information directly from the live app.
• Record Rules: Updates and inserts new record values.
• Complex Formulas: Summarizes and totals numerical values, like totaling all the order line items for a particular order and passing that total to Stripe.

Finished Application Demo

• A table of user orders.
• A table of products to add products to our application.
• Order details page with an order status of unpaid.
• A field to enter credit card information and add products to the order.
• Once ready, users can fill out their credit card information, complete the order, and the order status is updated to paid with Stripe values returned.

Initial Setup

We'll start by creating data tables.

Orders Table

• Order ID: Auto increment.
• User: Connection to a user.
• Ordered On: Date and time field.
• Order Status: Select field with options unpaid and paid.

Products Table

• Product Name: Text field.
• Product Price: Currency field.

Order Line Items Table

• Order: Connection to orders.
• Product: Connection to products.
• Quantity: Number field.
• Total: Basic formula field (product price * quantity).

Complex Formula in Orders Table

• Grand Total: Sum of the total field in the order line items.

Building Pages

Orders Page

• Table to list orders with a form to add new orders and a link to details.

Products Page

• Table to list products with a form to add new products.

Order Details Page

• Table for connected order line items with a form to add new order line items.

Record Rules

• Set user to logged in user.
• Set order status to unpaid.
• Redirect to order details page upon submission.

Setting Up Stripe Payments

1. Log into Stripe Account: Enable test mode and go to developers > API keys.
2. Copy API Keys: Copy the secret key and publishable key for test mode.
3. Enter API Keys in Application Settings: Go to Stripe Payments in the settings menu and enable it, then enter the test API keys.

Configuring Stripe Component

1. Add Stripe Component to Order Form: Ensure it uses test mode and configure amount and currency.
2. Record Rules for Stripe Component: Set Stripe status and receipt URL fields.

Testing Payment

• Use Stripe's test card numbers for successful and declined payments.
• Ensure the form only processes if the payment is successful.

Additional Features

• Save Stripe status and receipt URL to the order record.
• Update the order status to paid and set the ordered on date upon successful payment.

 

That's it for this week's episode of Build it with Tim. We covered how to build a payment system using Stripe payments and complex formulas. This system can be adapted for various use cases, such as event registrations, book sales, or service billing. Thanks for watching, and I'll see you next week!