Setting up Stripe for Payments

Instructions on how to connect Stripe to our 3.0 Portal

Our 3.0 Portal utilizes Stripe as a payment processor. Details about Stripe payment processing can be found at this link. In order to collect payments via Stripe and our Portal, please follow the instructions below:

  1. Log into your Portal at

  2. On the left hand side in the purple menu bar, click on Payments.

  3. In the Payments tab that opens, click on Settings in the top menu.

  4. Under Setup Stripe, click the orange Create Account.

  5. In the next screens, enter your email and a phone number where you can receive text messages.

  6. The system will send you a code to verify your account; when you receive the code, enter it in the Stripe window.

  7. Answer some questions about your business.

  8. Enter your personal information.

  9. Enter additional information about what kind of business you have (Accounting is under Professional Services in the dropdown).

  10. Enter your website address (if you have one).

  11. Enter a summarized product description about the services you'll be offering.

  12. Select an account for payments to be sent to (either a bank account or a debit card).

  13. Review your details, then click submit.

  14. Once processed, you'll be taken back to the Payments page within the Portal.

If you need assistance for anything relating to Stripe, please visit Stripe's Support Center.