Learn how to activate card payments on Bookipi Invoice Web v2
Learn how to activate card payments on Bookipi Invoice Web v2 with these simple steps.
Step 1: Select ‘Turn on BookiPay’.
Step 2: Select ‘Enable BookiPay‘.
The following steps will guide you through the Stripe onboarding process so that your customers can pay you by card.
Step 3: In the Stripe onboarding screen, your Bookipi Invoice email address will be automatically populated into the Email field.
You can enter an alternative email address: if you have an existing Stripe account or if you would like to create the Stripe account under a different email address.
Step 4: Select ‘Continue‘.
Step 5: Create a password for your Stripe account and select ‘Continue’.
Step 6: Set up multifactor authentication (MFA).
You can use an authenticator app or use your mobile number to receive a text message.
If you choose to enter your mobile number, select your country code, enter the mobile number and select ‘Send text’.
Enter the code that was sent to your mobile device.
Please save the emergency backup code provided in case you lose your mobile device. Select ‘Next‘.
Step 7: In the ‘Business Details‘ section, enter details about your business including address, type of business and business structure.
Select ‘Continue’ once you have entered all your details.
Step 8: Enter Legal business name, business number, doing business as, business phone number, industry, business website, and the product description.
This fulfils Stripe’s Know Your Customer (KYC) requirements to protect against fraud.
These details may vary depending on the country you operate in.
If you do not have a business website you can also use a social media business page such as Facebook or Instagram.
Select ‘Continue’ once you have entered all your business details.
Step 9: Enter the personal details of people who have ownership over the business.
The details include name, email address, date of birth, address, and phone number.
Select ‘Continue’ once you have entered the personal details of the business owners.
Step 10: 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 ‘Continue‘ to save changes.
Step 11: Enter your business’ support details so that customers can identify that they have been charged by your business.
You can include a statement descriptor to be visible on payment statements, a shortened descriptor, and/or a customer support phone number.
Select ‘Continue‘ to save changes.
Step 12 (Optional): You can choose to add in an optional contribution to fight climate change or select ‘Not right now’.
Step 13: Review all of your details. If there is any information that needs to be corrected, select the Pen icon on the top right of each box.
Select ‘Done‘ when you’re ready to submit.
To check on the progress of the approval of your account, log in to the Stripe 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.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.