Accepting Payment -eCommerce

💳 How to Connect Stripe in Stageforce

Connecting Stripe allows you to accept payments from your clients directly through Stageforce.

Follow the steps below to set up your account:

🔧 Step 1: Navigate to Stripe Setup

From your dashboard:
    1.    Click Inventory
    2.    Select E-Commerce
    3.    Click Settings
    4.    Click Set Up Stripe

This will take you to Stripe to begin the setup process.


👤 Step 2: Create or Log Into Stripe:

    •    Use the business owner’s email address
    •    This person will control payouts and account settings

👉 Choose a secure password and store it safely


🔐 Step 3: Set Up Security (2-Factor Authentication)

Stripe will ask you to secure your account.

You’ll see 3 options:

    •    Security key (physical device)
    •    Authenticator app
    •    SMS (text message)

👉 We recommend SMS (It’s the easiest to set up and use.)
    1.    Enter your phone number
    2.    Click Send Text
    3.    Enter the verification code


🛟 Step 4: Save Your Backup Key

Stripe will provide a backup recovery key

👉 Important:

    •    Download it
    •    Save it somewhere safe

This lets you access your account if you lose your phone.


🏢 Step 5: Enter Business Details

Stripe will guide you through a setup form (similar to setting up a bank account).

You’ll be asked for:

    •    Business type (Individual, Company, Nonprofit, etc.)
    •    Legal name and date of birth
    •    Business address
    •    Website (ex: your company website)
    •    Description of services (ex: home staging services)

👉 Fill these out accurately for your business


🏦 Step 6: Connect Your Bank Account

This is where your payments will go.
    1.    Select your bank (ex: Chase, Wells Fargo, etc.)
    2.    Choose the account you want to use (checking/savings)
    3.    Complete the connection


🧾 Step 7: Set Your Statement Descriptor

This is what your clients will see on their credit card statement.

👉 Tip:
Use a short, recognizable version of your business name


📞 Step 8: Add a Business Phone Number

Enter a phone number for your business (used for billing and verification purposes).


🌱 Step 9: Optional Settings

Stripe may ask about:

    •    Donation programs (optional)
    •    Tax collection settings

👉 For taxes:
We recommend consulting your tax professional
You can enable automatic tax collection if appropriate for your business.


✅ Step 10: Return to Stageforce

Once setup is complete:

    •    Return to Stageforce → E-Commerce → Settings
    •    You’ll see your Stripe connection status

👉 Completed items will show as complete
👉 Incomplete items will have an alert icon


📧 Final Step: Confirm Your Email

Stripe may require email verification.

Make sure to:

    •    Check your inbox
    •    Click the confirmation link

Important to note:

🔒 Identity Verification (if prompted)
Stripe may ask you to verify your identity or business. This can include:

    •    Last 4 digits of your SSN
    •    Uploading an ID
    •    Business verification details

👉 This is normal and required to receive payments.


🎉 You’re Done!

Once everything is complete, you’re ready to start accepting payments through Stageforce.