How to Add Your Bank Account to Receive Settlements
Streamline online payment collection. Follow these steps to set up your bank account for easy, secure settlements
- Click on Settings in the top right-hand corner.
- Select Billing and then Online Billing.
- Toggle the switch ON to accept online payments
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- Under the Accepted Payment Methods section, toggle ON which methods of payment you will accept
- Fill out the Secure Receivables Account Setup form and send your required billing documents to your Success Coach.
- Click Submit Application
- You will know your application has been approved when the Account Verification Status bar is Green and says Account Application Complete
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- Once you have been approved, you’ll be able to fill out the greyed area with your bank account
- You can either sign in to your online banking to verify your account (this is Stripe’s Plaid tool)
- or wait for Stripe to deposit two micro-deposits into your account (this is how to manually add your account)
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