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How to Connect Your Stripe Account to PbN

Emily McClendon avatar
Written by Emily McClendon
Updated yesterday

Follow these step-by-step instructions to connect your Stripe account for seamless payment processing:

1. Access Stripe Settings

  • Log in to your Practice by Numbers account.

  • Click the person icon in the top right corner of the page.

  • Select Settings from the drop-down menu (or click the gear icon at the bottom of the sidebar).

  • Under the Payment Services section, click Connect to Stripe.

2. Sign In or Create a Stripe Account

You’ll be redirected to the Stripe login page.

  • If you already have a Stripe account, enter your email and password.

  • If you don’t have an account: Enter your email, then set a password to begin creating your account.

3. Secure Your Account

Enter your mobile phone number to set up two-step verification.
Stripe will send you a code via text message.

4. Verify with the Code

Enter the verification code you received via text to continue.

5. Save Your Backup Code

Stripe will generate a backup code in case you lose access to your phone.
Save this code somewhere safe.

6. Enter Business Address and Type

Provide the following information:

  • Business address

  • Business type (e.g., individual, company, nonprofit)

7. Add Business Details

Fill in the requested fields:

  • Legal business name

  • Employer Identification Number (EIN)

  • Doing Business As (DBA) name, if applicable

  • Industry category

8. Enter Account Owner's Information

Add the personal information for the person who owns or manages the business:

  • Full name

  • Date of birth

  • Social Security Number (if required)

9. Enter Bank Account Details

Provide your:

  • Routing number

  • Bank account number
    This is where Stripe will deposit your payouts.

10. Enter Customer Support Information

Add customer-facing support details such as:

  • Support phone number or email

  • Statement descriptor (what your customers will see on their billing statement)

11. Review and Submit

Double-check all entered information on the Review Details page.
Click Submit to finish the setup.


Your Stripe account is now connected to Practice by Numbers, and you're ready to start accepting payments.

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