Payments - Stripe Connection

How to Set Up and Connect Your Stripe Account to Practice by Numbers

1. Navigate to Stripe Settings: Go to Settings > Connect to Stripe.

2. Login or Create a Stripe Account:

• On the Stripe login page, enter your current email address.
• If you already have a Stripe account, you'll be prompted to enter your password.
• If you don't have an account, you can create one by setting a password.

3. Secure Your Account:

• Enter your mobile number for security verification.
• You'll receive a text message with a code.

4. Enter Verification Code:

• Input the code you received via text message.

5. Receive Backup Code:

• After entering the verification code, you'll receive a backup code for additional security.

6. Enter Business Details:

• Provide your business address and type.

7. Enter Additional Business Details:

• Fill in information such as Business Name, EIN, Doing Business As (DBA) name, and industry.

8. Enter the Account Owner's Details:

• Provide personal details for the account owner.

9. Enter Bank Account Information:

• Input your bank account details.

10. Enter Customer Support Information:

• Provide information about your customer support and payment descriptors.

11. Review and Submit:

• Review all the information on the Review Details page.
• If everything is correct, click Submit at the bottom of the page.

Your Stripe account is now connected to Practice by Numbers.