Connect and Manage Stripe
Connect Stripe so your group can accept online payments, confirm that charges are enabled, and use the Stripe Dashboard for ongoing account management.
Before you start
A manager with Financial permission should complete this process. Be prepared to provide the organization, bank account, and representative information requested by Stripe. Stripe determines the exact identity and verification requirements for each account.
1. Create the Stripe Account
Open the group in Simpli Dues, select Stripe, and then select Create Stripe Account. Simpli Dues will provide a temporary onboarding link.
2. Complete Stripe Onboarding
Follow the link to Stripe and answer the current prompts. Use organization information for the organization and personal information for representatives when Stripe requests it. Follow Stripe's instructions when it asks for additional documentation or verification.
If the onboarding link expires, return to the Stripe page in Simpli Dues to continue.
3. Confirm charges are enabled
Return to Simpli Dues and refresh the account status. Payments become available when the page says that the Stripe account is active and charges are enabled. Submitted details alone do not mean the account is ready to accept payments.
Manage Stripe after setup
Use the Stripe Dashboard for bank-account changes, Stripe team access, representative information, payout details, and Stripe's public business settings. These settings are maintained in Stripe, not within Simpli Dues.
Open your group in Simpli Dues and select Stripe for the current account-management links.
What to manage in Stripe
Visit your Stripe account to manage payment processing options, officer updates and identity verification, bank account changes, payouts, disputes, and other Stripe account service needs.