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- CountingWorks PRO 3.0
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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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General
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ADP
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:
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Log into your Portal at app.countingworkspro.com.
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On the left hand side in the purple menu bar, click on Payments.
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In the Payments tab that opens, click on Settings in the top menu.
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Under Setup Stripe, click the orange Create Account.
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In the next screens, enter your email and a phone number where you can receive text messages.
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The system will send you a code to verify your account; when you receive the code, enter it in the Stripe window.
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Answer some questions about your business.
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Enter your personal information.
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Enter additional information about what kind of business you have (Accounting is under Professional Services in the dropdown).
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Enter your website address (if you have one).
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Enter a summarized product description about the services you'll be offering.
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Select an account for payments to be sent to (either a bank account or a debit card).
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Review your details, then click submit.
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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.