{"id":7533,"date":"2022-04-06T06:22:28","date_gmt":"2022-04-06T06:22:28","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7533"},"modified":"2026-05-17T06:26:42","modified_gmt":"2026-05-17T11:26:42","slug":"how-to-activate-payments-on-web","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/invoice-web-v2\/how-to-activate-payments-on-web\/","title":{"rendered":"How to activate payments on web"},"content":{"rendered":"
\n

Learn how to activate card payments on Bookipi Invoice Web v2<\/h2>\n

How to activate payments on web<\/h2>\n

Learn how to activate card payments on Bookipi Invoice Web v2 with these simple steps. <\/p>\n

\n

Step 1:<\/b> Access the Settings Page<\/h3>\n

On your dashboard, click on your business icon in the upper-right corner of the page.<\/p>\n

\"Invoice<\/div>\n

\n

If you have multiple companies in your account, select the company for which you want to enable card payments.<\/p>\n

\"Invoice<\/div>\n

\n

Then, click \u2018Settings\u2019<\/i><\/b> below your account email address.<\/p>\n

\"Invoice<\/div>\n

\n

Step 2:<\/b> Navigate to the Payment Section<\/h3>\n

Under the \u2018General\u2019<\/i><\/b> tab, scroll to the Payment<\/b> section.<\/p>\n

\"Invoice<\/div>\n

\n

Step 3:<\/b> Enable card payments<\/h3>\n

From the Accept card payments<\/b> option, click \u2018Connect with card\u2019<\/i><\/b>, which will redirect you to the Stripe onboarding process.<\/p>\n

\"Invoice<\/div>\n

\n

The next steps will guide you through the Stripe onboarding process so you can start accepting card payments from your customers.<\/i><\/p>\n

\n

Step 4: <\/b>Email Field in Stripe Onboarding<\/h3>\n

In the Stripe onboarding screen, your Bookipi Invoice email address will be pre-filled in the Email<\/i> field. Once you\u2019ve confirmed the email address, select \u2018Submit\u2019<\/i><\/b> to continue. <\/p>\n

\n

You can enter an alternative email address: if you have an existing Stripe account or if you would like to create a Stripe account under a different email address.<\/i><\/p>\n<\/div>\n

\"Invoice<\/div>\n

\n

Step 5: <\/b>Create a Password<\/h3>\n

Enter a strong and secure password for your Stripe account. Once done, select \u2018Submit\u2019<\/i><\/b> to proceed.<\/p>\n

\"Invoice<\/div>\n

\n

Step 6: <\/b>Two-Step Authentication<\/h3>\n

Set up authentication via an authenticator app or mobile SMS. <\/p>\n

\n

If using an authenticator app, simply scan the QR code <\/b>displayed on the screen.<\/p>\n

\n

For SMS verification<\/b>, select your country code, enter your mobile number, and then select \u2018Send text\u2019<\/i><\/b> to receive a verification code.<\/p>\n

\n

Once you have completed either the authenticator app or SMS verification, select \u2018Next\u2019<\/i><\/b> to proceed.<\/p>\n

\"Invoice<\/div>\n

\n

Step 7: <\/b>Verify your login<\/h3>\n

Verify your login by entering the code sent to your mobile device or authenticator app.<\/p>\n

\"Invoice<\/div>\n

\n

Save the provided emergency backup code in case you lose access to your device. Once done, select \u2018Next\u2019<\/i><\/b> <\/i>to proceed.<\/p>\n

\"Invoice<\/div>\n

\n

Step 8: <\/b>Business Details<\/h3>\n

In the Business Details<\/i> section, enter details about your business including address, type of business, and business structure. Select <\/i>\u2018Continue\u2019 <\/i><\/b>once you have entered all your details.<\/p>\n

\"Invoice<\/div>\n

\n

Step 9: <\/b>Legal Business Information<\/h3>\n

Enter Legal business name, Business number, Business name, Address, Phone, Industry, Website, and Product description. <\/p>\n

\n

This fulfills Stripe\u2019s Know Your Customer (KYC) requirements to protect against fraud. These details may vary depending on the country you operate in.<\/p>\n

\n

Select \u2018Continue\u2019<\/b> <\/i>once you have entered all your business details.<\/p>\n

\"Invoice<\/div>\n
\"Invoice<\/div>\n
\n

If you don\u2019t have a website, you can provide any form of online presence, such as your Facebook, Instagram, or blog, that is related to your business. Alternatively, if you have a LinkedIn page associated with your business, you can share that as well. This helps establish your business presence and credibility.<\/i><\/p>\n<\/div>\n

\n

Step 10: <\/b>Verify Your Details<\/h3>\n

Add your personal details for verification, including your Legal Name, Email Address, Date of Birth, Address, and Phone Number. <\/p>\n

\"Invoice<\/div>\n

\n

Once all required information is entered, select \u2018Continue\u2019<\/i><\/b> to proceed. <\/p>\n

\"Invoice<\/div>\n

\n

Step 11: <\/b>Add Public details for customers<\/h3>\n

Enter your business\u2019 support details so that customers can identify that they have been charged by your business. <\/p>\n

\n

You can include a statement descriptor to be visible on payment statements, a shortened descriptor, and\/or a customer support phone number.<\/p>\n

\"Invoice<\/div>\n

\n

Select \u2018Continue\u2019<\/i><\/b> to save changes.<\/p>\n

\"Invoice<\/div>\n

\n

Step 12: <\/b>Add an account for payouts<\/h3>\n

Enter the bank account details that you would like your funds to be paid into. Review to check that your account details are correct and select \u2018Save\u2019 <\/i><\/b>to save changes.<\/p>\n

\"Invoice<\/div>\n

\n

Step 13 (Optional):<\/b> Show your customer your climate commitment<\/h3>\n

You can choose to add an optional contribution to fight climate change or select \u2018No thanks\u2019<\/i><\/b>.<\/p>\n

\"Invoice<\/div>\n
\"Invoice<\/div>\n

\n

You can also choose to add service tax or select \u2018Not right now\u2019<\/i><\/b>.<\/p>\n

\"Invoice<\/div>\n
\"Invoice<\/div>\n

\n

Step 14: <\/b> Review and Submit<\/h3>\n

Review all of your details. If there is any information that needs to be corrected, select \u2018Edit\u2019<\/i><\/b> on the top right of each box. <\/p>\n

\"Invoice<\/div>\n
\"Invoice<\/div>\n

\n

Select \u2018Agree and submit\u2019 <\/i><\/b>when you\u2019re ready to submit.<\/p>\n

\"Invoice<\/div>\n
\n

To check on the progress of the approval of your account, log in to the Stripe<\/a><\/i> dashboard. Stripe may send an email if additional information is required to verify your account. Once you have verified your account, you can start using card payments in Bookipi Invoice.<\/i><\/p>\n<\/div>\n

\n

\n

FAQs about how to activate payments on web<\/h2>\n

Q: Why do I need to connect with Stripe?<\/h3>\n

Bookipi uses Stripe to securely process card payments. Connecting with Stripe allows you to accept payments from your customers by card.<\/p>\n

\n

Q: Are there any other payment gateways aside from Stripe to accept card payments?<\/h3>\n

A: No. Bookipi exclusively uses Stripe to process card payments. If you prefer to use another payment provider, you can add your payment details in the Payment Instruction section of your invoice.<\/p>\n

\n

Q: How long does it take to activate payments?<\/h3>\n

Activation usually takes only a few minutes, but Stripe may require additional verification depending on your account details.<\/p>\n

\n

Q: How can I check card payments from invoices paid by my customer?<\/h3>\n

A: You can view the transaction by clicking \u2018More\u2019<\/i><\/b> on the left panel of your Bookipi Web dashboard, then selecting \u2018Payment history\u2019<\/i><\/b>. <\/p>\n

\n

Alternatively, you can log in to your Stripe<\/a> dashboard using the account credentials you used during registration to view all payment activity.<\/p>\n

\n

Q: How do I change my bank account information?<\/h3>\n

A:<\/b> To view or update the bank account linked to your Stripe account for payouts, log in to Stripe<\/a>. Then go to Settings > Business Settings > External Payout Accounts and Scheduling<\/b> to update your bank details.<\/p>\n

\n

\n

\n

Discover more tutorials for Bookipi Invoice on Web v2<\/b><\/h2>\n

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides<\/a>.<\/p>\n

\n

Explore how effortlessly you can create a professional website for your business using the Bookipi AI Website Builder<\/a>.<\/p>\n

\n

Download the Bookipi Invoice mobile app<\/a> and check out our mobile app guides to make sending invoices anytime and anywhere even easier<\/a>.<\/p>\n

\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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